How To Give
There are several ways to support Marian, and they include the following:
The most common method used in making a charitable gift is contributing cash. Donors will
be able to use checks, credit cards, electronic funds transfers and cash as appropriate. Such
gifts make an immediate impact on Marian. Click here to make a gift online. You can even
designate your gift as a memorial or honorarium.
Making a gift of appreciated stock is one of the most advantageous forms of giving for tax
purposes. You can write off the value of the stock as a gift, plus avoid capital gains taxes. The gift is valued as the fair market price of the stock upon trade. Instruct your broker to transfer shares of stock to Marian using the following information:
Broker: Ted Thull & Brian Zahm
SMITH HAYES Financial Services
Address: 10250 Regency Circle Suite 400, Omaha, NE 68114
Contact: Kelli Damgaard (402) 392-7810 or firstname.lastname@example.org
Account Name: Marian High School
Account #: K3X-042420
You may be able to increase the impact of your gift to Marian if you or your spouse work for a matching gift company. Many companies match gifts made by their employees to non- profit and charitable organizations. Simply check with your employer's human resource office or click here to see if they offer a matching gift program. For questions, please contact: your Employer's Human Resource Department.
Gifts of appreciated real estate/property are similar to gifts of appreciated stock. If you have owned the real estate/property for 12 months or more, you will avoid capital gains taxes and deduct the fair market value of the real estate/property. The gift is valued as the fair-market value of the asset.
These types of trusts are funded with an asset, such as appreciated property or securities, and the earnings are paid as income to you and your beneficiaries. Upon the death of the last beneficiary, the principle goes to Marian. In addition, you may amend a 401(k) or IRA to include Marian as a beneficiary. The gift is valued as the total amount of the principal.
Charitable lead trusts are funded with an asset such as appreciated property or securities, and the earnings are contributed to Marian for the life of the trust. When the trust reaches its termination date, the principal goes to your beneficiaries. The gift is valued as the total of the earnings contributed from the creation of the trust to the termination.
Bequests may be made through your will. They may include a specific dollar amount or a percentage of your estate. The gift is valued as the fair-market value of the asset.
You may donate by making Marian the owner and beneficiary of your insurance policy. The premiums on a donated policy are also deductible. If you are finished paying for the gifted policy, your gift is the replacement value or the cost basis of the policy, whichever is less. You may also donate a life insurance policy on which you are still making premium payments. The gift is valued as the total sum of the premiums.
Please note that this information is provided as a general guide to methods of giving to Marian High School. It is suggested you consult with your attorney and/ or financial planner.