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The Edward J. Mortola Heritage Society
Our Edward J. Mortola Heritage Society annual luncheon honors donors who have included a gift for Pace in their future estate plans.
The Edward J. Mortola Heritage Society was founded in 1992 to honor the generous individuals who show their confidence in Pace's future by including the University in their estate and gift plans. Their bequests, trusts, annuities, and other planned gifts have far-reaching effects, and donors have the satisfaction of providing meaningful support that lasts beyond a lifetime. We invite you to join these alumni, faculty, staff, parents and friends and become a member of the Mortola Heritage Society.
As a member of the Mortola Heritage Society you will experience the satisfaction of knowing you are helping generations of future Pace students. Your planned gift may also result in potential tax savings and financial benefits for you and your family. In addition, you will receive the following benefits:
Student Christine Lanzilotta, recipient of the Thomas F. Delaney Memorial Endowed Scholarship, and Judith Delaney (sister of Tom) at the Mortola Society luncheon.
- Invitations to the annual Edward J. Mortola Heritage Society luncheon. View photos from the 23rd Annual Luncheon of the Edward J. Mortola Heritage Society at Pace University.
- Acknowledgment of your generosity in University publications (except to the extent you wish to remain anonymous).
- A Membership Medallion.
- Invitations to special seminars and events sponsored by Pace University.
CLICK HERE FOR THE EDWARD J. MORTOLA HERITAGE SOCIETY MEMBERSHIP APPLICATION.
A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.
You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Pace as a lump sum.
You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Pace as a lump sum.