Types of Planned and Deferred Gifts

Planned or deferred gifts are a growing component of Marmion's development program helping to ensure the future of the Marmion ministries -- the Abbey, the Academy and the Priory/Seminary in Guatemala. The number of "future" gifts from Marmion alumni, parents and friends has more than doubled in the last five years. These donors recognize the advantages of planned gifts programs: Maximize their gift dollar; qualify for an immediate tax deduction; and help minimize future estate taxes. A carefully considered program of planned gifts can be an important part of your financial and estate planning. For more information click on the program title.

Appreciated Securities: gifts of securities offer a tax-efficient way to give.

Bequests: Honor and remember a loved one through a bequest provision that can be incorporated when you prepare your will or by an amendment ("codicil") to an existing will.

IRAs and Qualified Retirment Accounts: There could be a "tax time bomb" ticking away in your estate -- the assets in IRAs or other qualified retirement accounts.

Gift Annuities: The donor exchanges a gift of cash or securities for a guaranteed annual income.

Charitable Trusts: Like a gift annuity, charitable trusts assure the donor and a beneficiary of a life-income in addition to qualifying for an immediate tax deduction on a portion of the gift.

Insurance: A life insurance policy purchased years ago and no longer needed could be an ideal gift vehicle.