The Legacy Society is comprised of donors who have designated a planned gift to Mary’s Center through an estate planning vehicle such as a bequest in their will, charitable trust, IRA charitable beneficiary designation, or life insurance policy charitable beneficiary designation.
Mary’s Center accepts cash contributions as well as donations of securities and real estate. These gifts help sustain our outstanding programming and exceptional education programs.
There is no minimum required financial commitment to be a Legacy Society member. If you would like to consider making a planned gift to Mary’s Center, or if you have any questions, please contact Nina Golding, Director, Major Gifts at (202) 420-7071 or email: email@example.com
What Is A Planned Gift?
Planned Gifts partner donors, estate and tax planning professionals, and our Planned Giving staff to create a gift today that will benefit Mary’s Center in the future. A donor usually makes a contribution from his or her assets or estate rather than current income, and can receive current income and tax benefits. Planned Gifts are typically made through a will or trust, gifts that provide lifetime income to the donor like a charitable gift annuity, or gifts that protect your assets, like a retained life estate of a house.
Why Make A Planned Gift?
Planned Gifts benefit you and your children and save lives. They allow your personal values to make a lasting impact on the world and can inspire others to join in your commitment. They pass your values on to your children and grandchildren while teaching them the importance of using resources wisely to help others. Selecting the right planned giving vehicle also allows you to reduce your estate and income taxes, maximize the financial and tax benefits of your gift, and make a larger gift than you ever thought possible. You can actually enhance your own and your family's financial well-being while showing your generosity to Mary’s Center at the same time. And because planned gifts typically are arranged now and paid out later, your gift ensures that Mary’s Center will have the financial resources to build healthier lives for years to come.
How Do I Make A Planned Gift?
Making a Planned Gift can be as easy as adding a codicil to your Will or filling out a beneficiary form for your Retirement Plan. A Charitable Gift Annuity can provide you with income for the rest of your life while a Charitable Remainder Trust can provide income for a period of years. Charitable Lead Trusts protect your assets from burdensome estate taxes. You can gift Real Estate and still live there with a Retained Life Estate, or give Stock to charity to avoid capital gains. Speak with your financial advisor about what’s best for you.