Planned Giving
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How to Give

How to Give

By making a planned gift to Marywood, you can make a significant impact on the University while receiving financial and tax benefits for you and your family. We can assist you by developing a gift plan that meets your financial and philanthropic goals. Planned giving has many benefits, including:

  • Receiving a lifetime income
  • Obtaining a sizable income tax charitable deduction
  • Avoiding up-front capital gains tax
  • Making a significant impact at Marywood University
  • Bequest
    You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Charitable 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.
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  • Beneficiary Designation
    You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Remainder Unitrust
    You transfer your 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.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Donor Advised Funds
    You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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  • Blended Gifts
    There are many combination gift options that can make your giving go farther than a simple gift of cash or property.
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  • 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.
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  • 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 us, a charitable remainder unitrust and a special needs trust arrangement could help you achieve your objectives.
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