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Planned Giving

Your act of generosity, our longevity.

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

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  • Undergrad enrollment surges again
  • In a resounding testament to our commitment to access and opportunity in education and an innovative approach to learning, we are proud to announce an over 9% increase in our undergraduate population for the Fall 2023 academic year. This surge in enrollment not only reflects the growing demand for Maryville?s unique programs but also highlights our pivotal role in shaping the future of education.
Gifts of Cash
  • If you don?t itemize, but make a cash gift to Maryville, you will be allowed to take a special tax deduction, up to $300 (per taxpayer unit), to reduce your tax liability. The deduction limit is now up to 100% of a donor?s annual income for cash gifts (the deduction was previously capped at 60% of annual income).
Gifts of Securities
  • Make a bigger impact by donating long-term appreciated securities, including stocks, bonds, and mutual funds, directly to Maryville. Compared with donating cash, or selling your appreciated securities and contributing the after-tax proceeds, you may be able to automatically increase your tax deduction and your gift.
Donor Advised Funds (DAFs)
  • Making distributions from your DAF is a great way to support Maryville without affecting your personal financial security.
  • All contributions into your fund receive the maximum income tax deduction allowed by the IRS.
  • If you contribute long-term appreciated securities to your fund, you qualify for an immediate income tax deduction equal to the full market value of the stock, and you avoid paying capital gains taxes.
IRA Charitable Rollover
  • Anyone 70½ years or older is qualified to make an outright gift directly from their IRA of up to $105,000, without paying income tax on the distribution. 
  • As part of the CARES Act, most donors will not have to take their required minimum IRA distribution in 2020. Also, in many cases, required minimum distributions that would have started in 2020 have been delayed to 2021.
  • Gifts from retirement accounts other than IRAs?such as 401(k), 403(b) and SEP accounts?are not eligible to make direct transfers. However, donors may be able to make qualified, tax-free transfers to their IRA, and then make the IRA charitable rollover gift. 
Charitable Gift Annuity
  • You can exchange your low-performing stock, CDs or cash for guaranteed, lifetime fixed payments via a charitable gift annuity at Maryville. If you make a gift of an appreciated asset, you will not have to pay capital gains when you fund the annuity. You may also benefit from a tax deduction this year and a portion of your payments could be tax-free. Payments are guaranteed by Maryville.
More Information
  • For questions related to year-end gifts and special gifts, please feel free to contact Mike Schroeder at [email protected] or 314.562.8627.
  • To make a direct gift now to Maryville University, please visit: maryville.edu/give.
*Note: You should consult your tax adviser or financial adviser when considering any of the suggested methods of giving.

 
 
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Gift Options

Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.

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