Giving Later How do you wish to be remembered? How do you want to be remembered? For feeding the hungry? As educating the poor? Empowering the forgotten? All these things are possible with a planned gift to the Maryknoll Sisters. With thoughtful estate planning, you may be able to make a much bigger difference in our world than you imagine. When you decide to leave assets to Maryknoll, you leave a legacy of hope and healing that will help make a real difference in the lives of your sisters and brothers who desperately need your help. | Call Sr. Anastasia Lott at (866) 662-9900 for more information. Provision by Will
Bequests are an important source of funding for Maryknoll’s mission work. Revocable Living Trust
Name Maryknoll as a beneficiary, and keep full control of the trust terms. Charitable Lead Trust
Reduce gift and estate taxes for your family. Giving through Retirement Plans
Avoid possible double taxation. |
Real Example
 | Mary Pat was considering adding a bequest to the Maryknoll Sisters to her will, with the residue of her estate passing to her children. But she learned that the assets she leaves her children could face double taxation. So she changed her plan and named the Maryknoll Sisters of St. Dominic as beneficiary of her profit-sharing account. This way, the death benefit passing to Maryknoll will not only qualify for the estate tax charitable deduction, but will also pass free of any income tax obligation. Her children will benefit from this change since they will receive other assets of her estate that are free of income taxes.
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Case Studies are composites of Maryknoll Donors. The names and images are fictional but the cases use real data and situations. Disclaimer: The material presented in this web site is not offered as legal or tax advice. You are urged to seek the advice of your tax advisor, attorney, and/or financial planner to make certain a contemplated gift fits well into your overall circumstances and planning. |
