Casassa Legacy Society
The Casassa Legacy Society is a prestigious group of individuals who strengthen and shape Loyola Marymount University for generations to come.
Father Casassa
The Casassa Legacy Society is named after the 10th president of then Loyola University of Los Angeles, Charles S. Casassa. Father Casassa had a lifelong and distinguished commitment to Ignatian principles, academic excellence and human relations. He served as the president during a period of unparalleled growth, from 1949 to 1969. Under his leadership, the university experienced significant development, including the merger of Loyola University and Marymount College in 1973. He left his legacy to those who carry on the university’s important work.
Established in 1966
The Casassa Legacy Society recognizes alumni and friends of the university who have followed this tradition of excellence and caring by designating a gift either in their estate plans or through one of our life income arrangements. Their generosity and vision ensures that future generations of students are provided with the best education available in the Jesuit and Marymount traditions. If you have included LMU in your testamentary plans or are interested in establishing a planned gift, you are invited to join the Casassa Legacy Society.
Download our Bequest Intent Form.
Those who provide for Loyola Marymount University through their will, estate plan, life income agreement or other planned gift arrangement are invited to join the Casassa Legacy Society. There are several giving societies at Loyola Marymount University, so a gift may qualify you for membership in more than one giving society. Membership in the Casassa Legacy Society is dependent on the type of gift plan, not the amount of the gift.
The Office of Gift Planning is committed to maintaining the discretion of our member’s gift plans. If Casassa Legacy members desire that their gift plan remain confidential, the university will respect their anonymity.
As can happen from time to time with any revocable gift plan, your plan may change. Membership in the Casassa Legacy Society honors and acknowledges those whose intent it is to include the university in their testamentary plans.
The Casassa Legacy Society enables the university to express its gratitude to those who generously support its mission. For many, that spirit of giving has spanned generations. Casassa Legacy Society members are invited to attend special events, receive updates from the Office of Gift Planning concerning legal and tax changes that may effect estate planning, receive recognition in LMU’s annual Honor Roll unless otherwise instructed, receive an attractive keepsake of their membership in the Society and have the knowledge and satisfaction that they have preserved the wonderful educational opportunities available at Loyola Marymount University for future generations.
An ideal way to support the university is to include LMU in your will. You will retain full use of your financial assets during your lifetime and the value of your estate will be reduced by the amount of your gift before it is taxed.
A charitable bequest can take one of four different forms:- A percentage bequest designates a percentage of your estate to LMU.
- A specific bequest designates a fixed dollar amount or specific piece of property to LMU.
- A residuary bequest designates the remainder of your estate to LMU after all other bequests have been satisfied and expenses have been paid.
- A contingent bequest designates a bequest to LMU if other beneficiaries do not survive.
In addition to bequests, there are other gift planning opportunities available to support LMU.
For example, deferred gifts with life income enable a donor to make an irrevocable contribution of cash, securities or other property to the university. In turn, the assets are invested and income paid to the donor and/or spouse or other beneficiaries for a predetermined period of time. After these “life interests” have ended, the remaining principal passes as a contribution to LMU.
Specific types of planned gifts include:- Charitable gift annuity
- Deferred charitable gift annuity
- Charitable remainder unitrust
- Charitable remainder annuity trust
- Charitable lead trust
- Pooled income fund
- Life estate
- Life insurance
These gift planning opportunities offer various tax advantages to the donor, as well as membership in the Casassa Legacy Society.
LMU’s Office of Planned Giving can provide to you and your financial advisors complete information and personalized illustration for all types of planned gifts.
You are not required to share either your estate plan or your estate planning documents with Loyola Marymount University. Moreover, membership in the Casassa Legacy Society does not require that these plans and documents are turned over to the university.
While disclosure of your plan and documents is not required, it may be a good idea. As a legal document, it is important that the language you use is specific to describe the organization, using its legal name and the ultimate use of your gift by that organization. For example, if there is a specific program that you would like your gift to ultimately benefit, it may be important to further specify within which school or college the program is situated as there may be occasion where there may be two or more of such programs.
As we will always respect your anonymity when requested, providing the university with copies of planning documents, even when revocable, will allow the university to ensure your gift is used in the manner in which you determine.
Contact Information
For additional information, contact Loyola Marymount University by calling LMU Gift Planning at 310.338.7526 or giftplanning@lmu.edu.
Members
- Janis Adams and Mark S. Adams
- Estate of Margaret K. Aglion and Raoul Aglion
- Estate of Wayne R. Allen
- Karin M. Amour and William A. Amour
- Estate of Dolores E. Angelo
- Frances R. Ardolf and Frank J. Ardolf
- Lisa J. Avila
- Diane S. Ballantyne and Robert M. Ballantyne
- Linda A. Bannister, Ph.D.
- Harold L. Barlow, Jr.
- Peggy Bellen and Col. J. Thomas Bellen
- Nicole V. Bennett and Todd Bennett
- Hope S. Berk and Aristid D. Berk, Sc.D.
- Gail K. Bernstein
- Estate of Mark R. Betkouski
- Jeanette M. Bidart and Michael J. Bidart
- Mary Louise Bodkin and Henry G. Bodkin, Jr.
- Eleanor Bogardus and Fred Bogardus
- Thomas P. Boland
- Eileen Saki and Robert D. Borgen
- Prof. Jean M. Boylan and Michelle Sauntry
- Estate of Robert S. Brazelton and Jean S. Brazelton
- Mary C. Breden, D.M.A.
- Estate of Alice P. Broadbent and Earl R. Broadbent
- Linda Bronson and Joseph R. Bronson
- Carol Brown and Hugh E. Brown
- Janice Hilary Burrill
- Lynne T. Callinan and Joseph P. Callinan, Ph.D.
- Thomas P. Campora
- Maureen R. Cannon
- Christopher A. Carson and Thomas P. Carson
- Carolann Carter and Thomas L. Carter
- Marlene J. Cerniglia and Donald J. Cerniglia, D.D.S.
- Eve Cervantez and Thomas Cervantez
- Janet J. Chase and Patrick J. Chase
- Lucy A. Wilson, Ph.D. and Alan A. Cherry, Ph.D.
- Nancy King-Von Chiu
- Sung Won T. Choe, Ph.D. and Hoyoung C. Choe
- Estate of Louis J. Christopher
- Lorrie M. Chun and Michael H. Chun
- Phyllis Coelho and Hon. Anthony L. Coelho
- Carol Cohn and Lawrence B. Cohn
- Estate of Constance S. Whitney and Robert Whitney
- Mary Anne Corlett and Robert S. Corlett
- Christine A. Corrigan
- John F. Cosgrove
- Estate of Sunie B. Creegan and Patrick J. Creegan
- Estate of MaryLou Crough and Thomas F. Crough
- Diane Crough and Peter Crough
- Eva E. Cruz-Aedo and Carlos R. Cruz-Aedo
- Francis W. Daly
- Martha C. de la Torre and Joseph P. Badame
- Lynn DeGroot Voss and Don R. Voss
- Estate of Albert J. Desrosiers
- Elissa M. Di Carlo and John L. Di Carlo
- Debra K. Dill and Stephen C. Dill
- Yvonne Jensen Dodd and Arthur F. Dodd
- Estate of Frances W. Doolan and Jerome K. Doolan
- Nava Dordick and Gary A. Dordick
- Darlene A. Doss and Col William W. Doss
- Winifred F. Downey and Vincent M. Downey, M.D.
- Estate of George A. V. Dunning
- Estate of Carol E. Scott
- Estate of Donald A. Tucker
- Estate of Marjorie P. Fiske and Donald B. Fiske
- Estate of Marilyn Duzik and Edmund Duzik
- Estate of Hon. Joseph E. DiLoreto
- Lynne Mook and Jerry Mook
- Estate of John H. Rolfs
- Estate of John P. Daniels
- Estate of John S. and Margaret N. Haigh
- Estate of Martha L. Abert and Karl J. Abert
- Estate of Jane Lynch and Kevin G. Lynch
- Estate of Pamela Rector
- Estate of Robert A. Tyo
- Estate of R. Michael Ziegler
- Estate of F.X. McDonald, Jr.
- Charles Fairchild
- Elaine C. Falkenhainer and William C. Falkenhainer
- Suzanne Dawson and Roger A. Featherston
- Fancy A. Fechser and Matthew Thomas Stibbe
- Valerie Jones Felix
- Deborah P. Felt and Rodney Felt
- Deborah Fidler and Hon. Larry P. Fidler
- Patti Fieberg and Paul H. Fieberg III
- Estate of Dr. Anita M. Finie and Philip A. Finie
- Judith Flavin and Gerald W. Flavin
- Janet S. Fleming and John M. Fleming
- David A. Foster
- Estate of Betty Fouce and Frank L. Fouce
- Anthony J. Francis, M.D.
- Monica L. Freeman
- Mildred L. French and Wayne T. French
- Estate of Dolores J. Fritzsche and William B. Fritzsche
- Cathy Fuhrman and Randy T. Fuhrman
- Estate of William Fulco, S.J.
- Hector Gallegos
- Helen J. Gallenstein and Leroy J. Gallenstein
- Steven H. Gardner
- Gabriela Esteva and Michael A. Genovese, Ph.D.
- Rev. Shari C. Godbold and Wilford D. Godbold
- Diane Goodrich and James R. Goodrich
- Estate of Rosina Gray and Kenneth E. Gray
- Debbie Greene and Patrick E. Greene
- Heather L. Griffo and Paul J. Griffo, Jr.
- Cheryl A. Gross and Robert G. Gross
- Maria Elena Icaza and Robert C. Haase, Jr.
- Annette M. Haen and Dr. Peter Haen
- William H. Hannon
- Danille L. Harder and Terry Schild Harder
- Estate of Marie Harding and George Harding
- Marilyn Heron and Robert A. Heron
- Estate of Paul C. Hiemenz, Ph.D
- William Hobson
- Wanda Holmes and Paul B. Holmes
- Patricia Horan and Michael P. Horan, Ph.D.
- Janet L. Howard and Michael J. Howard
- Jill P. Bickett, Ed.D. and Robert B. Hubbell
- Barbara L. Huffer and Harold E. Huffer
- Susan E. Crozier and Paul W. Humphreys, Ph.D.
- Estate of Raymond B. Hunt
- Patricia L. Husak and William S. Husak, Ph.D.
- Estate of La Verne Hutchinson and Robert Lee Hutchinson
- Marlene A. Hynes and Thomas G. Hynes, Sr.
- Barbara J. Ignatius and Howard J. Ignatius
- John F. Irwin
- Colleen Irwin
- Richard L. Jenkins, Ph.D.
- Roxanne Hampton and Brian S. Kabateck
- Estate of Gladys A. Kado and Louis Y. Kado
- Helen M. Kane and Patrick F. Kane
- Linda J. Katz and Jerry N. Katz
- Linda B. Keithley and Donald L. Keithley
- Laurie N. La Shelle and Robert D. Kerslake
- Dr. Leroy L. Kondo
- Randall Krause
- Bette J. Kulp and Frank Little
- Estate of Jane M. La Ferriere and Frank V. La Ferriere
- John and Maria Laffin Trust
- Eileen Ann Lagana and Samuel Carl Lagana
- Christine E. Landis and Dwight A. Landis
- Madeleine Rodde Landry and Ed Landry
- Rose Larson and Mark Larson
- Estate of Joan Celia Lavine
- Estate of Michael John Leahy
- Nancy A. LeCuyer and George M. LeCuyer
- Lesley G. Leighton
- Dr. Pamela J. Lennon and Theodore R. Lennon, Jr.
- Estate of Frances K. Lewis and Paul A. Lewis
- Margery W. Lindsey and William E. Lindsey, Jr.
- Darice Zabak, M.D. and Martin S. Lipsky, M.D.
- Bette Kulp and Frank Little
- Edmundo F. Litton, Ed.D.
- John Loo
- Araceli Loredo Meza and Anthony R. Meza
- Patricia M. Lorenzetti and Robert J. Lorenzetti
- Virginia L. Lower and Hon. Frederick J. Lower
- Estate of Fiorenza Courtright Lucas and Hon. Malcolm M. Lucas
- Daniel C. Lynch
- Robin A. MacGillivray and Cliff M. MacGillivray
- Estate of Lenore Magee and H. Lary Magee
- Harriet M. Maldonado and Joaquin S. Maldonado
- Norma A. Provencio and Henry Maldonad
- Lanka Maldonado and Jesus M. Maldonado
- Christopher A. Manning, Ph.D.
- Clare D. Marsch and Patrick Marsch
- Martin Gang Trusts
- Estate of Steven M. Martin
- Barbara McGraw May and Prof. Christopher N. May
- Barbara M. McBride and Richard D. McBride, D.D.S
- Martha M. McCarthy, Ph.D.
- Estate of Margaret McCarthy and Michael W. McCarthy
- Sheila K. McCormick
- Estate of F. X. McDonald, Jr.
- Stephen F. McLaughlin
- Estate of Sylvia Meitus and Louis L. Meitus
- Maureen L. Melvold and David J. Melvold
- Carol Michaels and Michael Michaels
- Mark E. Minyard
- Estate of Ellen M. Mitchell and Daniel T. Mitchell
- Estate of Cecilia R. Moelter and John F. Moelter
- Susan F. Moley
- Hon. Adolph U. Molina
- Loretta M. Morris, Ph.D. and Richard J. Morris, Ph.D.
- Nangee W. Morrison
- Estate of Nancy S. Mortensen and William S. Mortensen
- Rose Helen Moutes and John G. Moutes
- Ann K. Mulvihill and Michael E. Mulvihill, Ph.D.
- Mary O. Murdy and James L. Murdy
- Pamela Lynn Murphy and Frank Thomas Murphy
- Michele Del Rosso Murphy and Roderick Murphy
- Judith B. Mussatto and William R. Mussatto
- Kimberly B. Napolitano and Anthony Jude Napolitano
- Estate of Margaret Roberts and Nathan J. Roberts
- Luz P. Navarrette and Ricardo D. Navarrette
- Estate of Marilyn H. Neal and Malcolm H. Neal
- Julie Harris Neiger and Gary A. Neiger
- Estate of Tuyen D. Nguyen
- Albert J. Nocella, Jr.
- Karin Holloway and Stephen A. Nordeck
- Joyce A. Nores and Donald J. Nores
- Eileen E. O'Brien
- Dinna O'Connor and William J. O'Connor
- Glenda F. O'Grady and Michael D. O'Grady
- Estate of Dr. Clarence J. O'Laughlin
- Michael J. O'Sullivan, Ph.D.
- Estate of Dorothy V. Olsen and Kenneth O. Olsen
- Rita Irmgard Osman
- Judy K. Page and Stephen F. Page
- Kerry Park and Richard G. Park
- Estate of Gloria G. Parker and Lawrence H. Parker
- Adele H. Pausmer
- Deborah Payne, Ph.D. and Rodney Fisk
- Mary Alice Peters and Paul Martin Peters
- Carol J. Petersen and Kenneth W. Petersen
- Kristina H. Philpott, M.D. and Dr. John F. Philpott
- Eileen O. Pinza and Roland A. Pinza
- Patricia Pion and Arthur J. Pion
- Janice A. Pipkin and Chester J. Pipkin
- Susan Piraino and Michael A. Piraino
- Myrna T. Pratte and Bruce T. Pratte
- Maryann M. Preach and Tim P. Preach
- Deborah H. Preble and Larry G. Preble
- Alanna M. Psomas and Timothy G. Psomas
- Victoria Bevan Pushee and Earl C. Pushee
- Cristine L. Wolf and Andrew H. Quintero
- Estate of Roland W. Quintero, Jr.
- Mary Ramirez and Gilbert R. Ramirez
- Lupe Ramirez and Ricardo Ramirez
- Susan S. Rausch and P. Gregory Rausch, M.D.
- Rosemary C. Rea and Edward C. Rea
- Estate of Elizabeth F. Redmond and Charles R. Redmond
- Sheila M. Ricci and Michael A. Ricci
- Denise C. Richards
- Carolyn J. Richter and Robert E. Richter
- Barbara Rico, Ph.D. and Hon. Richard Rico
- Stacey M. Rishel and Thomas W Glover
- Guy Dalla Riva
- Gail K. Robinson and William J. Robinson
- Carrie S. Rolfes and Thomas J. Rolfes, D.D.S.
- Estate of Verna M. Royes
- Kathleen P. Salkeld and Eugene M. Salkeld
- Edith H. Sanchez and Paul M. Sanchez
- Renee M. Santana and Tony Santana
- Margaret Schmit and Robert A. Schmit, M.D.
- Sheri Schnabl and Val J. Schnabl
- Hon. Patricia M. Schnegg-Oppenheim and Dr. Bill L. Oppenheim
- Jerry A. Schneider
- Regine M. Schumacher
- Rose Marie Schumann and Paul F. Schumann, Ed.D.
- Estate of Lois Schwartz and Maurice D. Schwartz
- Sharon E. Sclabassi, Ph.D. and Robert J. Sclabassi, M.D.
- Kathleen Crandall and Peter N. Scolney
- Estate of Blanche Ebert Seaver and Frank R. Seaver
- Elaine D. Seigel and Dan A. Seigel
- Estate of Darlene R. Seligman and Dr. Ellis Seligman
- Estate of Elisa Z. Shambaugh and Neil R. Shambaugh
- J. Bridget Sheehan-Watanabe
- Cynthia Simeon and Omer T. Simeon
- Patricia M. Smith and Michael J. Smith
- Marie Fargo Sork and Lawrence J. Sork, Sr.
- Nancy J. Sork and Mark P. Sork
- Chris D. Spagnoli
- Judith F. Stanton and Wouter Keus
- Stephanie Stern and Jerry R. Stern
- Carol A. Sullivan, Ph.D.
- Margaret K. Sullivan and Daniel H. Sullivan
- Estate of Lawrence M. Tabat
- Josephine Ann Tassi and Paul E. Tassi
- Christine M. Tovar and Michael Tovar
- Estate of Sterling M. Trenberth, M.D.
- Charles B. Turhollow
- Martha Anne Uelmen and and Gerald F. Uelmen
- Estate of Barbara Upstill and Murray C. Upstill
- Estate of Genevieve A. Vedder
- Rhonda R. Verdun and Peter C. Verdun
- Mrs. Margaret L. Von Der Ahe
- Helen Celeste Von Der Ahe and Thomas R. Von Der Ahe, Sr.
- Mary Ann Wahlner and Philip Alan Wahlner
- Nancy C. Walker and James W. Walker, Ed.D.
- Martha A. Warriner Jarrett and Ronald Earl Jarrett
- Tina Weber and Karl Forman Weber
- Richard P. Weber
- Patricia B. Wessely and Gary M. Wessely
- Marlene D. Wholihan and John T. Wholihan, Ph.D.
- Sandra Jo Williamson and Robert Keith Williamson
- Estate of Mary Willis and Barry B. Willis
- Nancy A. Wilson and Guy B. Wilson
- Roxanne M. Wilson and Mike J. Leahy
- Sharon Wittorff and Herman J. Wittorff
- Maria Wolf and James E. Wolf
- Patricia Ann Wood and James T. Wood
- Jeanne Worden
- Robert S. Yerkes
- Saron Yohannes and Daniel W. Yohannes
- Patricia Der and Alexander C. Yu
- Joan Zelko and James C. Zelko
*and those who wish to remain anonymous
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