Planned Giving
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How to Give

How to Give

Giving to Marist can be done directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • Bequest
    Designate Marist School as the beneficiary of your assets by will, trust, or beneficiary designation form.
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  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result, you can make an IRA rollover gift this year and in future years.
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  • Donor Advised Funds
    Fund a Donor Advised Fund to make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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  • Beneficiary Designation Gifts
    Designate Marist School as a beneficiary of your retirement, investment or bank account, or life insurance policy.
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  • Charitable Remainder Unitrust
    Transfer cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax-free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    Transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax-free and provides fixed income for life or a term of years.
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  • Charitable Lead Trust
    Fund a trust that makes gifts to Marist School for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    Gift a portion of your property to Marist to fund a charitable remainder trust. When the property sells, you receive cash and income for life.
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  • Give It Twice Trust
    Provide your children with a stream of income while making a gift to Marist.
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  • Blended Gifts
    There are many gift options that can make giving go farther than a simple gift of cash or property.
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  • Unitrust and Special Needs Trust
    If you are looking for a way to provide for a loved one who has special needs, and also make a gift to Marist, a charitable remainder unitrust and a special needs trust arrangement could help you achieve your objectives.
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  • Bargain Sale
    We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Life Estate Reserved
    You give your property to our organization but retain the right to use the property during your life.
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  • Pooled Income Fund
    A pooled income fund is a special charitable fund. You can make a gift to our pooled income fund and receive tax and income benefits in return.
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The Marist Mission in Education

The mission of Marist School is to form the whole person in the image of Christ through instruction grounded in religious values, the teachings of the Catholic Church, and the spirit of the Society of Mary. This mission is advanced through communal pursuit of excellence in academic, religious, extracurricular, leadership, and service programs.
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