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CREATIVE WAYS OF GIVING

Planned Giving has become an increasingly popular way of supporting Marywood. Gifts of cash securities, real estate or personal property can be given through various gift vehicles such as charitable trusts, gift annuities, and bequests. Have you considered including Marywood University in your will? Planned Giving enables you to give to Marywood in a way that is integrated into your total financial plan.

Planned gifts are generally commitments made in the present with the benefit to Marywood "deferred" until a future date. In its simplest form, a Deferred Gift is one in which assets are turned over to the University, either permanently or for a time, to which the donor retains some of the rights of ownership. Thus, benefactors can enjoy the satisfaction of having helped Marywood and her students while providing many financial and tax advantages for themselves.

Deferred Gifts may also be used as commitments to campaigns and to special projects, such as anniversary class gifts. They can be allocated to either current funds or to capital. For example, if you would like to memorialize someone you love, you may do so by using a deferred gift to establish an endowed scholarship in his/her name.

We urge you to consult with qualified professional counsel regarding gift plans and your financial, tax, and estate-planning options before making a gift. Marywood and its development staff provide general information only and do not offer legal, financial, or tax advice. All conversations held between prospective givers and the Office of Development are, of course, held in confidence and without obligation. To learn the benefits and more about ways you might give to Marywood and obtain more information - including illustrations tailored to your particular needs and circumstances - or to make a gift, contact the University's Office of Planned Giving.

For more information about planned giving opportunities, complete our request form.

Click below to learn more about the ways you can help to insure the future of Marywood University through a planned gift.

Estate Planning || Planned Giving || Scholarships || Charitable Gift Annuity

This is intended as educational material and donors need to consult with their own qualified professional for authoritative application.

For your personalized gift illustration, materials, or to simply ask a question, just fill out and return the response form below. Or call our planned giving office at 1-800-967-6279 extention 2622 and ask for Liz Connery. Please understand that we will not pressure you in any way to proceed with a gift annuity if you ask for further informaiton. Our role is to simply provide clear illustrations and to let the seven benefits speak for themselves.

*Note: Rates are slightly lower when the annuity is for two persons. Also, like most charities, Marywood University uses the rates recommended by the American Council on Gift Annuities.

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This page was last updated in January 2008

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