NAVIGATION

Make a Planned Gift

Make De Marillac a part of your long-term philanthropic plans by arranging a planned gift. Below are a few ways you can make a planned gift to De Marillac:

 

Ways to give What is it? Tax benefits? Other benefits?
Bequest in Will A gift you make by naming De Marillac in your will- click here for sample language Estate tax deduction for the value of your bequest to De Marillac Gives you flexibility in providing for family needs first
Living Trust A trust you establish to take effect during your lifetime Possible savings in estate taxes if De Marillac is the beneficiary of the trust remainder Terms of the trust can be changed at any time
Real Estate Gift A donation of real property, either in full or with a retained life estate Immediate income tax deduction for the charitable value of the gift, plus no capital gains tax due Can allow you to live in your home and still receive a charitable deduction
Charitable Remainder Annuity Trust or Unitrust A trust that pays a set or variable income to you or those you name before De Marillac receives the remainder Income tax savings from deduction, no capital gains tax liability, possible estate tax savings Provides fixed annual income for donor or other beneficiary (annuity trust); income could increase if trust value increases (unitrust)
Life Insurance Gift A gift of an old or new policy with De Marillac as the beneficiary and the owner Immediate income tax deduction for gift’s value, plus possible estate tax savings Provides a way to make a significant gift with little expenditure

 

For more information on making a planned gift, please contact Alex Goldberg, Director of Development at 415.552.5220 x400 or you can click here for our Planned Giving Brochure.

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