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ALUMNI SPOTLIGHT
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CONTACT THE ALUMNI RELATIONS OFFICE:
(508) 849-3342
alumni@annamaria.edu
 
 

Planned Giving

One of the easiest, but most significant ways to support AMC is to make a legacy (or planned) gift. Whatever your personal financial goals are, a planned gift can help you meet your individual needs and strengthen Anna Maria College at the same time.Through the Legacy Society, the College recognizes donors who make special planned gifts to support future generations of Anna Maria College students. What does this mean for you? Through a planned gift you can:
    - Establish an endowed scholarship fund
    - Support new construction or renovation of existing campus facilities
    - Strengthen academic programming and faculty development
    - Allow your gift to be used where it is most needed at the time

Options for Planned Giving
There are a number of ways to make a legacy gift. Our planned giving staff will be pleased to discuss these options with you, and find the right gift type(s) for you and your current situation. Please contact us by email at giving@annamaria.edu or call (508) 849-3641.
  • Bequests 
    A charitable bequest through your will is the easiest way to provide a lasting gift to Anna Maria College. You can choose to leave specific, named assets (such as property or goods) to the College, a specific sum of money, or a certain percentage of your estate (or the residual after all other needs are met). You can also designate your gift for a specific purpose or use the gift to endow a named scholarship fund. By making a provision in your will to leave a financial gift, or a donation of property or goods to Anna Maria College, you will perpetuate your support for the College.
  • Gift Annuities 
    Many donors want to make a gift to Anna Maria but are concerned about their future income. A gift annuity is an agreement between you and Anna Maria College whereby you make a gift of cash or securities to the College, and we agree to make fixed payments annually to you for life. The payout rate is determined at the time of your gift and is based on your age. The gift provides an immediate income tax deduction and will remove assets from your taxable estate. There are also capital gains tax benefits if you give appreciated securities. 

  • Retirement Plans 
    You can designate Anna Maria College the owner/beneficiary of an IRA, 401(K), 403(b) or other pension or retirement plan. By naming Anna Maria College, you will ensure that your estate will receive an estate tax charitable deduction for this gift. You can designate a specific amount, or a percentage of the death benefit, and you can restrict your gift to a specific purpose, or make an unrestricted gift to the College. 

  • Life Insurance 
    You can make Anna Maria College the owner/beneficiary of a new or existing life insurance policy, and your estate will receive an estate tax deduction for your gift. A younger person, who wants to benefit Anna Maria College can use a portion of his or her annual gifts to pay premiums on an insurance policy that benefits the College. Or if an existing life insurance policy no longer serves the purpose for which it was created, it could be an ideal asset to transfer to Anna Maria College. 

  • Real Estate 
    You may give your house, farm or vacation home to Anna Maria College. You will receive a tax deduction and retain the right to use the property for your own use during your lifetime, after which the property then becomes fully owned by the College. 

  • Charitable Remainder Trust 
    A Charitable Remainder Trust (CRT) is an excellent tool for the donor who wants to turn an appreciated property that produces little or no income into a productive asset without paying capital gains tax on the property. By contributing the appreciated asset to a CRT that sells the asset tax free and then provides payments to you for life or a term of years, a CRT is a way to make a gift that can also provide income growth over the years. CRT's can be structured to provide a fixed dollar amount each year or a percentage of the trust value at the beginning of the year. At the end of the term of the CRT (life, or a period of years) the remaining balance is then distributed to Anna Maria College. 

  • Charitable Lead Trust 
    A Charitable Lead Trust (CLT) is very similar to the Charitable Remainder Trust, however, the CLT receives the cash or property from you and then makes payments to Anna Maria College for a specified period or lifetime. At the end of that period the CLT distributes the remaining balance to a specified beneficiary, usually a family member.
For more information, please contact:

Barbara Warren
Advancement Coordinator
(508) 849-3341
bwarren@annamaria.edu