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Securities
Such gifts can be made in person, through a broker, or through the mail. For
tax purposes, the value of the gift is recorded as the average market value on
the date of delivery (or if mailed, on the postmark date). If transferred
through a broker, the gift's value is determined by the date of transfer as
recorded in the books of the corporation.
Matching Gifts
Many companies will match gifts made by their employees, retirees and family
members. Be sure and check with your company's personnel office if you are
uncertain about their matching gift policy. You will be provided with a
matching gift form to use.
Will
Remembering St. Mary's Home for Children in your will is a very special and
effective way to ensure that the ideals you value will be perpetuated. It also
reduces the taxable portion of your estate.
Personal Property
Gifts of valuable art works, furniture, jewelry, antiques, rare books and
manuscripts can increase St. Mary's resources in many ways.
Life Income Gifts
With a life income gift, you assign cash, securities, or other assets
irrevocable to St. Mary's Home for Children. The most widely used life income
plans are the Charitable Remainder Annuity Trust and the Charitable Remainder
Unitrust.
Real Estate
You can offer real estate as an immediate gift or to fund a trust. You may even
arrange for lifetime occupancy after making your gift, thereby gaining a tax
deduction and eliminating local taxes while still enjoying the comforts of
home.
Life Insurance
At a relatively low cost to you, a life insurance policy which names St. Mary's
Home for Children as a beneficiary can have a real impact.
Legal or financial advisors can best help you determine the vehicle most
advantageous and appropriate for you.
Donors who make planned gifts to the agency are also eligible for membership in
St. Mary's 1877 Society.
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