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Welcome to Gift and Legacy Planning

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  • Gift and Legacy Planning
New Tax Law and How It Affects Charitable Giving. Read more...
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.

Learn More

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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

Planning with Stocks: Use Your Charitable GPS to Find the Exit Ramp to Savings
Whether or not the value of your stocks and securities has grown, you can use them to fund charitable gifts and realize tax benefits. Read more to learn about three tax-savvy options.
Read More
National Make-A-Will Month: The Perfect Time to Create or Review Your Will
Do you have a will that reflects your current personal and charitable goals? If not, now is the time to act! Read more for answers to four key questions about creating your will.
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
  • Gift Intention Form
  • 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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