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How It Works
- You transfer cash, securities, or other property to a
trust.
- During its term, the trust pays a percentage of its
value each year to Marywood.
- When the trust ends, its remaining principal passes
to beneficiaries you name.
Benefits
- Charitable income tax deduction
- Variable income to Marywood
- Protect asset growth
- Additions to trust permitted
- Good way to pass estate to grandchildren
- Generous support for Marywood
An excellent method of passing assets to future
generations while saving taxes.
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This page was last updated on Tuesday, January 5,
2004.
Copyright © 2004 by Marywood
University. All rights reserved.
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