Planned Giving

Leave a legacy with the Maridon Museum through a number of planned giving opportunities that are simple to implement and contribute to the long-term success of the museum. Many planned giving options also may provide you, the donor, with tax benefits.

A Few Simple Ways to Give

Gifts of Stock

You can make a gift of stocks that have been held for more than one year and increased substantially in value since acquisition without incurring capital gains tax. The gift can also qualify for a charitable income tax deduction for the full value of the stock.

Bequest and Wills

You can make a gift to The Maridon in your will that is not paid until after your death and may reduce the death taxes on your estate.

Direct Donations from Retirement Accounts

You can make a donation from a retirement account after age 59½. After reaching age 70½, you can make donations of up to $100,000 that:

  • can qualify as some or all of your required minimum distributions;
  • reduce your taxable income for the year;
  • can be claimed as a charitable deduction on your personal income tax return even if you do not itemize deductions.
Designating The Maridon as a Beneficiary on Life Insurance or an IRA

After your death, The Maridon will receive 100% of the designated amount in a simple and more private way, without the gift being reduced by income or death taxes.

Charitable Lead Trust

You can put assets into a trust for period of time, which will pay income to The Maridon. That income then can be claimed as an income tax deduction. After said period of time, the remainder passes to your specified family members and other beneficiaries.

Charitable Remainder Trust

You can put assets into a trust that will go to The Maridon after a specified period. You will immediately be entitled to an income tax deduction for a charitable contribution and still be entitled to receive a series of annual payments during the period the payment to The Maridon is delayed.

Matching Gifts

Explore your employer’s matching gift opportunities. Many corporations will “match” an employee’s charitable gift — thereby doubling the impact of your support at no added expense to you.

Disclaimer: These gifting options are intended for informational purposes only and do not constitute tax, legal, or other advice. Certain strategies may have additional limitations and considerations that may not be appropriate for everyone. You should consult with your tax, financial, and/or legal advisors about your individual situation prior to electing to implement one of these gifting options.

If you are interested in any of the above options, please contact The Maridon Museum at 724-282-0123.

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