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How It Works
- You transfer cash, securities, or other property to a
trust.
- During its term, the trust pays a fixed percentage of
current principal each year to you or the beneficiaries
you name.
- When the trust ends, its remaining principal passes
to Marywood.
Benefits
- Charitable income tax deduction
- Variable income to beneficiaries
- Additions to trust permitted
- May save capital gain tax
- Reduced estate taxes
- Generous support for Marywood
A managed investment which provides a variable
income for a lifetime.
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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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