Planned Giving
You can be a Marist partner by leaving a personal legacy
that will continue to promote the reign of God on Earth for many
years after you have made the journey back to our Father's home.
The best way to make a gift is in the form of a bequest.
Bequests can be made through gifts of cash, securities, real estate,
and tangible
personal property.
A Cash Bequest
You can leave the Marist Society a specific dollar amount in your
will. Have you made your will yet? Freewills.com is not
connected to the Marist Society but will give you lots of information
on
how
to create a WILL if you don’t have one. There is a fee
to create a WILL using the site.
Bequest of Property
The Marist Society can receive specific assets, such as securities,
an interest in real estate (such as a residence), or tangible
personal property (e.g., works of art, antiques).
Residuary Bequest
The Marists can receive all or a percentage of the remainder
of your estate after the payment of any specific bequests
and all
estate-related
expenses.
Testamentary Trust
The trust will provide one or more of your heirs with income
for life, after which the assets will pass to the Marist
Society.
Retirement Plan
The Marist Society can be designated as a beneficiary of
the remainder or a percentage of the remainder of your
IRA, Keogh,
tax-sheltered
annuity, qualified pension, or profit-sharing plan.
Testamentary QTIP Trust
The trust provides income, and principal if needed, to
your spouse for life, after which the assets can pass
to the Marist
Society.
Contingent Bequest
The Marist Society is given a bequest only in the event
of the death of other beneficiaries.
Through various types of bequests to the Marist Society,
you can secure an estate-tax charitable deduction
for the value
of your
gift.
Most of all, you will know that your generosity
will carry on the
Marist mission and ministries and support the work
you valued during your life, to continue for many
years after
your life.
An extraordinary
legacy! The form of bequest you choose is not subject to
estate or inheritance taxes, and so significantly
reduces
the tax burden
of your estate.
The value of your bequest may be deducted when
the taxable estate is determined, and there is no limit
to the deduction.
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