Estate Planning

Fund Your Gift With Securities

Did you know that your investments can also be an excellent source for charitable gifts? Stocks, bonds, mutual funds and other securities that you own not only make convenient gifts, but can also provide you with tax benefits. 

Charitable Lead Trust

Most often used in sophisticated financial and estate planning as a method to reduce gift and estate taxes.

 With a CLT, AMU receives income (fixed or variable) for the lifetime of the individual or a term of up to 20 years.  The beneficiary receives the remainder of the trust while avoiding some or all of the estate taxes.

Your contribution to a CLT provides AMU with an income stream which will contribute to our success during your lifetime. Some advantages to a CLUT include:

  • Reduce or eliminate estate taxes
  • Supports our mission now
  • Potential tax savings on donated appreciated assets

Calculate the benefits of this gift.

**The material presented on this site is not offered as legal or tax advice. Ave Maria is not engaged in legal or tax advisory services.

Bequest

Create a gift in your will.

Including AMU in your will allows you to support our mission without donating anything today.

Other benefits may include:

  • Bequests can be made for a specific dollar amount or as a percentage.
  • Charitable gifts after death can reduce estate taxes
  • A bequest is revocable at any time.

Click Here to print a Bequest Intention Form

**The material presented on this site is not offered as legal or tax advice. Ave Maria is not engaged in legal or tax advisory services.

Beneficiary Designation

Create a simple yet powerful gift by naming AMU as a beneficiary in your will, IRA or Life Insurance Policy.