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How It Works

  1. You transfer cash, securities, or other property to a trust.
  2. During its term, the trust pays a fixed amount each year to you or to the beneficiaries you name.
  3. When the trust ends, its remaining principal passes to Marywood.

Benefits

  • Charitable income tax deduction
  • Fixed income to beneficiaries
  • May save capital gain tax
  • Reduced estate taxes
  • Generous support for Marywood
A managed investment which provides a uniform income for life.


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This page was last updated on Tuesday, January 6, 2004.

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