The Edward J. Mortola Heritage Society

 
The Edward J. Mortola Heritage Society was founded in 1992 to honor alumni and friends of Pace who have included the University in their estate plans or who have made a planned gift. 
 
... for the sake of generations to come
 
Pace University believes in the future.  We have demonstrated our faith by providing educational opportunities to generations of hard-working students since our founding in 1906.  We firmly believe education is a gift that reverberates through time.  The Mortola Heritage Society will continue to play a significant role in advancing Pace’s success as the University enters its second century.
 
... gifts that last beyond a lifetime
 
The Edward J. Mortola Heritage Society was created 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.
 
Mortola Members can designate their planned gifts to be added to or used establish an endowed fund to sustain their annual gifts in perpetuity, or to fund a particular school or program.  All planned gifts, whatever their size, help the University provide support for its students.
 
... an investment in all our futures
 
Planned gifts recognize that an investment in Pace’s future is an investment in all our futures.  We invite you to join these alumni, faculty and staff, and friends and become a member of the Mortola Heritage Society.  There is no minimum requirement for membership.  Your commitment may be revocable or irrevocable.  You may remain anonymous if you wish. 
 
... join our partnership
 
We invite you to become a partner with Pace University by joining the Mortola Heritage Society.  If you have made a bequest or other planned gift to benefit Pace, please notify us.
 
Types of Planned Gifts
You can become a member of the Mortola Heritage Society by remembering Pace University in one or more of the following ways:
Bequest: include a gift to Pace in your will or trust
Retirement Plan:  designate Pace as a beneficiary of your IRA, 401(k) plan, etc.
Life Insurance:  designate Pace as a beneficiary of a life insurance policy
Charitable Gift Annuity:  contribute cash or securities and retain a fixed income for life
Deferred Gift Annuity:  contribute cash or securities and retain a future fixed income for life
Charitable Remainder Trust:  give a gift and retain a fixed or fluctuating income for your lifetime or for a term of years
Charitable Lead Trust:  give an income stream to Pace for a term of years and retain the right to receive the principal thereafter
Pooled Income Fund:  contribute cash or securities and receive a variable income for life
Real estate:  contribute your primary or vacation home and live in it for life
 
Membership benefits
The primary reason to join the Mortola Heritage Society is to experience the satisfaction of knowing you are helping generations of future Pace students.  Your planned gift may also result in significant tax savings and possibly additional income for you and your family.  In addition, you will receive the following benefits:
You will be invited to the annual Edward J. Mortola Heritage Society luncheon.
Your generosity will be acknowledged in University publications (except to the extent you wish to remain anonymous).
You will receive a Membership Medallion.
You will receive invitations to financial planning seminars sponsored by the Office of Philanthropy.
You will receive early notice of special alumni events.
 
CLICK HERE FOR THE
EDWARD J. MORTOLA HERITAGE SOCIETY
 
MEMBERSHIP APPLICATION
 
For more information
If you need additional information or wish to discuss your planned gift, please contact:
Marc L. Potolsky, JD, LLM
Planned Giving Officer
Office of Philanthropy
Pace University
1 Pace Plaza
New York, NY 10038
212-346-1619
fax 212-346-1210
mpotolsky@pace.edu
 
All inquiries are confidential.