Planned Giving
How will you leave a legacy?
Learn how leaving a legacy with Memorial Foundation can help support the causes you care about while continuing to meet your current financial needs.
Reach Your Philanthropic and Financial Goals with Planned Giving
A legacy gift enables you to support Memorial Foundation, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including Memorial Foundation in your will or trust, naming Memorial Foundation as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support for years to come. Your gift will have a real, lasting impact.
Let us help you make the gift that's right for you.
Request a confidential, no-obligation conversation to get started.
Get in touch with us
Join The Dream Builders Society
When you make a gift to Memorial Foundation from your will or trust, you'll be welcomed into The Dream Builders Society and join other supporters and friends of our important mission.
Is Memorial Foundation already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.
How to Give
Not only do you have options for how your gift to Memorial Foundation will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.
General Bequest
Gifts From Your Will
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
Download Bequest Language
Charitable Gift Annuity
Gifts That Pay You
You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to Memorial Foundation that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.
Download CGA Information
Donor Advised Funds
Beneficiary Designation and Grants
Designate Memorial Foundation as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your Donor Advised Fund.
Learn More about DAFs
Tax-Free IRA Gift
Charitable IRA Rollover
If you're 70 ½ or older, you can make a gift directly from your IRA to Memorial Foundation. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.
Download IRA Rollover Information
Gifts of Life Insurance
Beneficiary Designation and Paid-Up Policies
Name Memorial Foundation as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Memorial Foundation as the owner and beneficiary.
Learn More about Life Insurance
Property
Real Estate and Other Valuables
Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well-curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.
Download Real Estate Gift Information
Beneficiary Gifts
Retirement Accounts
Naming Memorial Foundation as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other Donor Advised Funds, will accomplish a charitable goal while realizing significant tax savings.
Download Beneficiary Gifts
Gifts of Stock
Appreciated Stock
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
Download Stock Transfer Information
Trusts
Gifts Through Trusts
Charitable Remainder Trusts provide you income from an asset that then passes to Memorial Foundation as a gift. Charitable Lead Trusts provide income to Memorial Foundation before the asset passes to your heirs. For the savvy donor, charitable trusts can provide tax-advantaged income, eliminate capital gains, or preserve assets for your heirs.
Learn More about Trusts
Other Options
Other Planned Giving Vehicles
There are many other ways to support Memorial Foundation through a planned giving vehicle. Charitable Gift Annuities, Charitable Trusts, Life Insurance and more may be good options for you. We can show you creative ways to use your assets to benefit Memorial Foundation, while at the same time preserving the benefits of those assets for you and your family.
Contact Us to Discuss Your Options