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  • Home
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  • Gifts That Pay You Income

Gifts That Pay You Income

Do you want to support Marist College but worry about having enough income for yourself and your loved ones? Life-income gifts such as gift annuities and charitable remainder trusts can provide donors with an income stream, significant tax savings, and the satisfaction of providing Marist with vital long-term resources.

The creation of a life-income gift benefits both the giver and the receiver—a "win-win" situation. The following life-income gifts are available, and one may be right for you:

Charitable Gift Annuities

Immediate-Payment Gift Annuity
Immediate-Payment Charitable Gift Annuity Thumbnail
Click to see diagram
Deferred-Payment Gift Annuity
Deferred-Payment Charitable Gift Annuity Thumbnail
Click to see diagram

Charitable Trusts

Charitable Remainder Unitrust
Charitable Remainder Unitrust Thumbnail
Click to see diagram
Charitable Remainder Annuity Trust
Charitable Remainder Annuity Trust Thumbnail
Click to see diagram

 

The information contained herein is offered for general informational and educational purposes. The figures cited are accurate at the time of writing. State law may affect the results illustrated. This is not legal advice. Any prospective donor should seek the advice of a qualified estate and/or tax professional to determine the consequences of their gift. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.

 

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  • Gift and Legacy Planning
  • How to Give
    • Gifts by Will
    • Beneficiary Designations
    • Gifts That Pay You Income
    • Gifts That Protect Your Assets
    • Gifts from Retirement Plans
    • Gifts by Estate Note
  • What to Give
    • Gifts of Cash, Checks, and Credit Cards
    • Beneficiary Designations
    • Gifts of Appreciated Securities
    • Gifts from Retirement Plans
    • Gifts of Life Insurance
    • Tangible Personal Property
    • Gifts of Real Estate
    • Closely Held Business Stock
  • Marist Legacy Society
    • Scholarships
    • Donor Impact Stories
    • Student and Alumni Stories
  • Resources
    • How Do We Use Your Gifts?
    • Gift Intention Form
    • Bequest Language
    • Compare Gift Options
    • Life Stage Gift Planner™
    • Blog
    • Glossary
  • Contact Us
    • Request a Calculation
    • Newsletter Sign-Up
    • Request eBrochures
Marist University

Marist University, 3399 North Road, Poughkeepsie, NY 12601 | 845.575.3000
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