Make De Marillac a part of your long term philanthropic plans by arranging a planned gift. Below are a few ways you can make a planned gift to De Marillac: | Ways to give | What is it? | Tax benefits? | Other benefits? | | Bequest in Will | A gift you make by naming De Marillac in your will- click here for sample language | Estate tax deduction for the value of your bequest to De Marillac | Gives you flexibility in providing for family needs first | | Living Trust | A trust you establish to take effect during your lifetime | Possible savings in estate taxes if De Marillac is the beneficiary of the trust remainder | Terms of the trust can be changed at any time | | Real Estate Gift | A donation of real property, either in full or with a retained life estate | Immediate income tax deduction for the charitable value of the gift, plus no capital gains tax due | Can allow you to live in your home and still receive a charitable deduction | | Charitable Remainder Annuity Trust or Unitrust | A trust that pays a set or variable income to you or those you name before De Marillac receives the remainder | Income tax savings from deduction, no capital gains tax liability, possible estate tax savings | Provides fixed annual income for donor or other beneficiary (annuity trust); income could increase if trust value increases (unitrust) | | Life Insurance Gift | A gift of an old or new policy with De Marillac as the beneficiary and the owner | Immediate income tax deduction for gift's value, plus possible estate tax savings | Provides a way to make a significant gift with little expenditure |
For more information on making a planned gift, please contact De Marillac’s Development Office at 415.552.5220. |
