Create a Lasting Legacy: Make a Bequest to USC
The generosity of USC’s devoted alumni and friends gave rise to the great institution we know today. You can be part of this proud Trojan legacy by making a gift to USC with a bequest from your estate—helping us sustain and strengthen our university’s bold future for many generations to come.
You have many options to choose from when leaving a bequest naming USC as a beneficiary of your will or trust. And supporting USC in this way means your estate can take a federal estate tax deduction for the value of the bequest.
You can make a bequest to USC by leaving:
- a certain dollar amount or percentage of your estate;
- a specific asset; or
- the remainder of your estate after all other beneficiaries have received their inheritance.
Another simple, tax-wise way to leave a bequest is to name USC as the beneficiary of a life insurance policy or retirement account.
By naming USC as a beneficiary of your life insurance policy, your estate can take a federal estate tax deduction for the value of the death benefit. A bequest through a tax-deferred retirement account to USC will provide you with two tax benefits: a federal estate tax deduction for the value of the bequest, and no income tax payment on your estate’s tax-deferred assets.
Since USC will receive your gift at a future time, we encourage you to let us know your plans now so that we may honor your legacy today. As a special thank you, we will invite you to join the Trojan Legacy Circle—a group of visionaries who are investing in USC’s unlimited potential by including the university in their estate plans, or by making other deferred gift arrangements.
Notifying USC now also ensures that your gift will go to the school or program of your choice—giving you confidence that it will be used for its designated purpose.
USC’s gift planning experts are ready to help you review your bequest options. We can also provide sample language for making a bequest to USC.
This information is not intended to serve as legal advice, for which you should consult an attorney. Please also note that references to estate and income taxes apply to federal taxes only. State income and estate taxes, and/or state law, may impact your results as well.