Planned Giving

Planned giving is a way for you to gain maximum personal benefit of charitable giving while allowing you to make a larger gift than you might have thought possible. It’s accomplished by taking advantage of incentives for charitable giving in government tax policies.

If you are considering making a gift to The Servants of Mary, but are not certain of the right one to make, this simple guide may help answer your questions. Start below…

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Which type of gift would you prefer?

How would you like to fund your direct gift to us?
with a gift of cash, which is the easiest way to give.
with a gift with real estate, which would allow me to avoid capital gains tax on the sale of the real estate.
with a gift with appreciated securities, which would allow a reduction in capital gains tax.
with a gift with life insurance, which allows me to make a large contribution with little out of pocket cost.
with a gift with tangible personal property, which provides a simple tax deduction.
with a gift of private business stock, which lets The Servants of Mary share in its success.

How would you like to arrange your estate gift to us?
as a gift of assets in my estate through a bequest or will.
as a gift of my retirement plan assets, which helps to avoid the double taxation on these assets.
as a gift of my life insurance, which provides tax benefits upon my death.

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