Campaign Update

What are Your Hidden Assets?

Steve Scholer, JD’79
Director of Estate & Trust Services

Estate planning often is viewed as a process for you to inventory, manage and distribute your assets. But, really, what are the assets you have to distribute? One would assume by assets, we mean tangible items such as stocks, a home or retirement funds. Surprisingly, more and more of the people I assist have a hidden asset they want to perpetuate: their values — what they believe in, subscribe to and how they want to be remembered.

It is often out of a discussion about these personal values that parents, alumni and friends begin to look more closely at their philanthropic goals and how their beliefs and values can be reinforced and preserved through thoughtful estate planning.

By including a charitable component in your estate plan, you can ensure that your philanthropic values and beliefs are sustained. Through a charitable bequest from your will or trust, or by naming Creighton as beneficiary of your IRA or 401(k), you can create an endowed scholarship and attest to your conviction that a Jesuit education remains an option for all who want to come here.

Your willingness to share your estate can create an endowed professorship or research fund to recognize the University’s brightest educators and scholars and confirm your passion for scholarship and the keys it holds to our future.

Your estate gift, in recognition of the Jesuits’ dedication to the Creighton Credo, “to be of service to others,” can create the Center for Catholic Thought or support the Center for Service and Justice and testify to your belief in these same values.

These are but a few of the ways you can perpetuate your legacy, sharing your ideals and values with future generations. You can find more information on charitable estate planning at giftplanning.creighton.edu.

Please take a moment to consider your hidden assets.

For further assistance, contact us at (402) 280-1143, (800) 334-8794 or giftplanning@creighton.edu.