It Begins with YOULegacy Society

 The Anna Maria Legacy Society was established to honor those individuals who strengthen the future of the College through their estate plans. Anna Maria is delighted to recognize alumni, parents, and friends who want to provide opportunities for future generations by including Anna Maria in their will or by establishing a planned gift. These long-term arrangements are crucial to the growth and development of the College

Your investment in the College’s mission and in the educational pursuits of its students strengthens every aspect of the Anna Maria experience. The academic offerings, professional focus, internships, and culture of faith and caring all enable students to pursue their passions and educate them to become individuals who will transform their world as ethical leaders and community-oriented professionals. Your visionary planning provides a legacy of leadership for Anna Maria’s future. 

2018 Tax Laws - What You Need to Know
With the introduction of new tax law, you may be wondering how the reform may impact you. For many taxpayers with families, the new law creates an opportunity in the form of increased disposable income. Here is a list of the main takeaways of the new law:


Click here for more information on the 2018 Tax Laws.


TYPES OF PLANNED GIFTS
The College’s future depends in great measure on the continuing generosity of our alumni and friends. There are many ways to craft a planned gift. 

Bequest

A charitable bequest is the easiest way to provide a lasting gift. By making a provision in your will, you can perpetuate your support for the College while retaining the right to change your mind should circumstances change. Typical gifts are cash, appreciated securities, real estate, and personal property.

Benefits to you

  • Your estate receives a charitable-gift tax deduction at the time of the donation.
  • Assets remain in your name during your lifetime.

Charitable Gift Annuity

A gift annuity is an agreement between you and Anna Maria College whereby you make a gift of cash and we agree to make fixed annual payments to you for life. The payout rate is determined at the time of your gift and is based on your age. You can secure a fixed income while avoiding market risks, which donors over the age of 60 often prefer. There is a gift minimum of $10,000, which is usually funded with cash or appreciated securities.

Benefits to you

  • You receive fixed annuity payments for life.
  • There is an immediate income-tax charitable deduction.
  • There is a reduced capital-gains tax on appreciated assets.

Charitable Remainder Trust

You may establish a trust that pays you a fixed income for life or term years. With a minimum donation of $100,000, this type of gift is usually funded with cash, appreciated securities, or real estate.

Benefits to you

  • You receive a fixed income for life.
  • There is an immediate income-tax charitable deduction.
  • There may be a savings on estate taxes.
  • The trust is simple to administer.

Other Giving Possibilities 

  • Establish an endowed scholarship fund.
  • Name Anna Maria as the beneficiary of your retirement plan.
  • If you have life insurance that is no longer essential to your financial planning, consider transferring ownership of the policy to Anna Maria College.
  • Donate tangible personal property that is related to the College’s mission and/or real estate, either outright or retaining the right to use the property for your lifetime.

Six Ways to Benefit from a Year-End Gift
The final months of the year are traditionally considered the season of giving. In addition to the gifts we give to the important people in our lives, this season of generosity is also the prime time to show support for the causes we love. When you support Anna Maria College this year, not only will others benefit, but so will you. 

Explore Your Options
Although there may still be time to make several different types of charitable gifts, based on your unique situation and tax considerations, some gift types may be more practical than others. Following are a number of popular options.


Click here for our handout on year-end gifts. 

 

 

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