One Gift. A Lifetime Investment.

Meet your personal financial goals while making a difference for our future.

Learn About Wills and Bequests

What are the benefits of making a bequest?

You leave a lasting legacy to be remembered
You lessen the burden of taxes on your family
You may receive estate tax savings

How can I learn more?

Watch a Video

Download a Brochure

How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Marist School as part of your estate plan.

View Bequest Language

What are my options?

A bequest can be made in several ways:

You can gift a specific dollar amount or asset
You can gift a percentage of your estate
You can gift from the balance or residue of your estate
You can make a beneficiary designation of certain assets

How do I get started?

Request an Estate Planning Guide

Create an Online Account

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.
Learn More

Resources for Professional Advisors

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.