Other Types of Planned Gifts

Retirement Plans

Name Marywood as a primary or contingent beneficiary of a retirement plan (e.g. IRA, SEP, 401(k), 403 (b), ESOP, etc.).

Life Insurance

You can name Marywood as a primary or contingent beneficiary of a life insurance policy.

Real Estate

A gift of real estate may be a principal residence or vacation home, a farm, a commercial building, a subdivision lot, or unimproved land. The gift may be the entire property or a fractional interest in the property.

Retained Life Estate in Property

You may generate a current income tax deduction by giving a home or farm to Marywood, while retaining the right to use the property during your lifetime. The property will also be removed from your taxable estate.

Gifts-in-Kind

Some gifts require appraisal or advance approval in order to be accepted. Examples of gifts of property include tickets to athletic events, rare books, art works, computer hardware and software, and laboratory equipment.

Gifts of Securities

Gifts of appreciated stocks, bonds, or mutual funds held for more than one year can provide special tax advantages. Closely held stock, S corporation stock, limited liability company interests, and partnership interests can sometimes be used to make a charitable gift.

body background image