Creative Ways to Give
GIFTS OF SECURITIES
Outright gifts of stock that have been held longer than a year benefit from the avoidance of tax on the capital gain while also offering a charitable tax deduction for the present fair market value.
GIFTS FROM RETIREMENT ACCOUNTS
If you are 70 ½ or older, you may directly transfer your required minimum distribution – or up to $100,000 – to support the Maryville Academy Foundation. Although a tax deduction is not available, the transfer will not count as taxable income.
GIFTS FROM DONOR ADVISED FUNDS
Donor advised funds are an excellent resource to consider when making a gift to us. Call our office to learn more about the advantages of creating such a fund.
BEQUESTS
A gift through your Will or Living Trust honors the relationship that you presently have with Maryville. Gifts can be for a specific amount, a percentage of your estate, or even from the residuum after others have been cared for.
GIFTS OF LIFE INSURANCE
By creating a change of beneficiary form, you can make the Maryville Academy Foundation a full, partial or even contingent beneficiary of your policy.
SAVINGS BONDS
Designate that your savings bonds come to the Maryville Academy Foundation through your estate plan. Unlike family members or others, no taxes will be owed upon our redemption.
For more information, please contact Michelle Jimenez, Chief Development Officer, Maryville Academy Foundation, at [email protected] or 847.294.5400.