How to Give

Giving to Marist can be done directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

• Bequest
  Designate Marist School as the beneficiary of your assets by will, trust, or beneficiary designation form.
  
• IRA Rollover
  Congress has enacted a permanent IRA charitable rollover. As a result, you can make an IRA rollover gift this year and in future years.
  
• Donor Advised Funds
  Fund a Donor Advised Fund to make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
  
• Beneficiary Designation Gifts
  Designate Marist School as a beneficiary of your retirement, investment or bank account, or life insurance policy.
  
• Charitable Remainder Unitrust
  Transfer cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax-free and provides you with income for life or a term of years.
  
• Charitable Remainder Annuity Trust
  Transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax-free and provides fixed income for life or a term of years.
  
• Charitable Lead Trust
  Fund a trust that makes gifts to Marist School for a number of years. Your family receives the trust remainder at substantial tax savings.
  
• Sale and Unitrust
  Gift a portion of your property to Marist to fund a charitable remainder trust. When the property sells, you receive cash and income for life.
  
• Give It Twice Trust
  Provide your children with a stream of income while making a gift to Marist.
  
• Blended Gifts
  There are many gift options that can make giving go farther than a simple gift of cash or property.
  
• Unitrust and Special Needs Trust
  If you are looking for a way to provide for a loved one who has special needs, and also make a gift to Marist, a charitable remainder unitrust and a special needs trust arrangement could help you achieve your objectives.
  
• Bargain Sale
  We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
  
• Life Estate Reserved
  You give your property to our organization but retain the right to use the property during your life.
  
• Pooled Income Fund
  A pooled income fund is a special charitable fund. You can make a gift to our pooled income fund and receive tax and income benefits in return.