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Welcome to Gift and Legacy Planning

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  • Gift and Legacy Planning
Gift Annuity Rates Are Up, Fund with Your IRA. Read more...

Making a planned gift is a wonderful way to show your support and appreciation for Marist University and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to Marist.

We recommend that you familiarize yourself with various gift options by exploring How to Give and What to Give. Then compare gift options and/or calculate how these gifts could work for you. And of course, please contact us for assistance or to discuss your personal situation and objectives.

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Plan by Life Stage

Learn which type of gift may be appropriate at your stage of life.

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Ways You Can Make a Gift

Explore two giving options that help many of our donors meet their goals.

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Request a Calculation

Use our online tool to help determine the benefits you may receive with each type of gift.

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Join the Marist University Legacy Society

We invite you to join our society honoring our generous donors.

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Planned Giving Blog

Petunias, Tulips, and Philanthropy: Annual and Perennial Ways to Make a Charitable Impact 
Have you ever considered how annual and perennial flowers are like annual and planned charitable giving? Read more to learn ways you can support our mission now and in the future. 
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Things Your Tax Return Wants You to Know About Tax-Smart Charitable Giving Opportunities
Did you know that your tax return may help identify future options for charitable giving? Read more to learn about three tax-smart philanthropic opportunities.
Read More
Read More Blog Posts

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  • Gift and Legacy Planning
  • How to Give
  • What to Give
  • Compare Gift Options
  • Scholarships
  • Donor Impact Stories
  • Student and Alumni Stories
  • Marist Legacy Society
  • Bequest Language
  • Request a Calculation
  • Life Stage Gift Planner™
  • Featured Blog Post
  • How Do We Use Your Gifts?
  • Glossary
  • Contact Us
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