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Planned Giving

Named programs may be funded through several kinds of gifts, and giving opportunities can be tailored to meet the needs of the donor. Gift options include ways of increasing income, reducing or eliminating capital gains tax, reducing estate or gift taxes and allowing for charitable income tax deductions. In some cases, all these advantages can be provided simultaneously.

Bequests

A donor with an existing will can work with their attorney to simply update or amend the document. Simple language can be inserted describing a fixed dollar amount or an estate percentage to be transferred to Marian University. Of course, if you do not have a written will, it is import that you have one drafted. Working with your legal advisor, you may then designate estate assets as you wish. We will want to work with you on documenting your bequest with us. Marking charitable gifts via bequest provide numerous benefits to the donor. The donor will retain assets during life and the assets will only transfer to Marian University at the time of death.

Life Insurance

A donor with an existing life insurance policy can simply and easily designate Marian University as the primary beneficiary of the entire value of the policy, or a percentage. We can assist you working with your agent and steps to take to update your beneficiary designation.

Retirement Plan

More and More people are looking to gift assets found in qualified retirement plans. Working with your retirement plan administrator, a donor can name a charity as a beneficiary. We can assist you outlining the essential steps to take when contacting and instructing your plan administrator. 

IRA

If a donor is 70 years and six months of age or older and has an Individual Retirement Account (IRA) then the donor can make a direct contribution of their Required Minimum Distribution (RMD) to the university. This kind of direct contribution is an easy way to show your love and support of Marian University. To learn more about this opportunity of planned giving please contact Kenneth Scheer, development officer at 317.955.62064 or kscheer@marian.edu.

Charitable Gift Annuity (CGA)

A donor will receive two significant benefits when funding a CGA with cash, stock or other highly appreciated assets. In exchange for the gifted asset the donor will receive a sizable income tax deduction and structured lifetime income for one or two lives. CGA rates are based on age and rates are competitive for those at or near retirement age. A stream of income will continue until the death of the single life annuitant or at the death of the second annuitant. Remaining assets will then transfer to Marian University at the time of death.

Charitable Trust 

A donor can remove assets from his/her estate and place them in a trust. The trust will generate and provide income to the donor(s) in a fixed or variable amount while the donor receives an income tax deduction and capital gains savings. The trust income stream can be for one or two lives or for a period of years. Trust assets will transfer to Marian University either at the end of the trust period or at the death of the donor, or at the death of the surviving spouse or beneficiary.

For More Information

To learn more about giving to Marian University, contact us at (317) 955-6206 or giving@marian.edu.

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Notice of Nondiscrimination
Marian University does not discriminate on the basis of race, ethnicity, color, sex, gender, gender identity, sexual orientation, religion, creed, national origin, age or disabilities in the selection of administrative personnel, faculty and staff, and students.
*Placement rates are gathered from data collected from graduates within six months of graduation.