Planned Giving is a technique which a Marywood benefactor can use to help insure the future of the University while enhancing one's personal financial situation by integrating charitable gifts into a total financial plan. There are numerous state and federal tax laws which encourage charity, and Planned Giving helps people to receive maximum benefit from these laws. If you want to help Marywood, this is how Marywood can help you.

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, donors can enjoy the satisfaction of having helped Marywood and her students while providing many financial and tax advantages for themselves.

Deferred Gifts can 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.

What kind of Assets can I use to make a gift?

CASH

The easiest of all assets to be used for a gift, cash provides you with a tax deduction of up to 50 percent of your adjusted gross income. Any excess can be carried forward into subsequent years.

SECURITIES

If you have securities that have appreciated in value but produce a low rate of return, you can transfer them to Marywood as your gift and avoid all or part of the capital gains tax. Your gift will be credited at current market value.

REAL ESTATE

It might be a primary residence, a vacation home, a commercial building or vacant land, but it is all eligible for a gift to be credited at current market value. In addition, you will be entitled to reduction in the capital gains tax you might have paid had you sold it.

But, I want to Continue Living In the House.