Goals & Benefits
There are many ways to support Marmion. These options will help you achieve different goals.
|
Your Goal |
Your Strategy |
Your Benefits |
|---|---|---|
|
Make an important impact to Marmion that doesn't cost you anything during your lifetime, but that is priceless as part of the legacy that you leave behind. |
Include a gift from your will or trust (cash, specific property, or a share of the estate). |
A great way to provide resources that help Marmion. |
|
Avoid capital gains liability and take an income tax deduction. |
Use gifts of stock or appreciated securities instead of cash to make your gift. |
Buy low and give high — while avoiding capital gains tax. |
|
Leave more of your estate to your heirs. |
Name Marmion as beneficiary of your retirement plan and leave less-taxed assets to family. |
Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs. |
|
Continue to receive benefits back from the assets you give to Marmion — and thus multiply your gift. |
Create a life-income plan like a charitable gift annuity, charitable remainder annuity trust or charitable remainder unitrust. |
Receive income for your lifetime, receive a charitable deduction, and diversify your holdings. |
|
Reduce high tax liability now; gain additional income later. |
Establish a deferred gift annuity. |
Receive a larger deduction and a higher income rate than an immediate payment annuity. |
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Create a long-term gift that won't draw funds from your estate. |
Create a new life insurance policy or donate a paid-up policy of coverage you no longer need. |
Increase your ability to make a significant gift to Marmion. |
|
Reduce gift and estate taxes and leave more of your assets to your heirs. |
Create a charitable lead trust to pay income to Marmion for a fixed time, then pay the remainder to your heirs. |
Reduce gift and estate taxes and freeze the taxable value of growing assets before they pass to your family. |
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Tap into one of your most valuable assets to make a gift to Marmion. |
Use real estate to make your gift to Marmion. |
Avoid capital gains tax and receive an income tax deduction. |