GIFT PLANNING

Where There’s a Will, There’s a Way

Testamentary gifts have become one of the most important giving vehicles in the United States—and for good reason.

A will is a powerful instrument that allows you to preserve your estate, dictate how property and assets will be directed, instruct when distributions will be made and make charitable gifts that may not have been possible during your lifetime.

Consider the tremendous impact of testamentary gifts on your alma mater. By designating MCG as a beneficiary in your will, you create a guaranteed income stream with limitless potential. You can specify how the funds will be used, or allow MCG to apply your gift to the area of greatest need.

Common types of bequests are:

• Endowed bequests, in which MCG holds the principal funds indefinitely in an interest-bearing account. The income generated from the principal can fund a scholarship, chair, professorship, residency/fellowship program, research endowment or other program.

• Unrestricted bequests, gifts without conditions that allow MCG to apply them to an under-funded need. An unrestricted bequest offers the same tax benefits to your estate as an endowed bequest.

• Honorary or memorial bequests, made in honor of or in memory of someone you hold in high esteem.
  

Any type of gift in your will is a great way to leave a lasting legacy that will contribute to MCG’s long-term success. Interested in learning more? Please contact me at your convenience. I look forward to helping you get started establishing your legacy.

Sincerely,

Anthony (Tony) Duva
Associate Vice President for Gift Planning
800-869-1113
aduva@mcg.edu