Gift Planning Tool

What Do You Want Your Gift To Do — For You?

A successful gift – one that will benefit both you and MUM – starts with careful planning. Planned giving combines an appreciation of MUM’s current needs and long-term goals with an inventory of your own financial, tax and estate planning objectives. The result is a gift that delivers more benefit to us than you thought you’d ever be able to provide, and at the same time saves you taxes and/or preserves your estate. The following chart provides a quick reference to get you started in the planned giving process. It will help you match your goals with the possibilities offered by gifts in support of our mission.

 

If Your Goal Is To:Your Best Option Is:Your Benefits Will Be:
Support our future without affecting your cash flow or portfolioName MUM as a beneficiary of your will or living trustRetain control of your assets during lifetime and receive an estate tax charitable deduction
Avoid double taxation on IRAs or other retirement plans while supporting our missionName MUM as a beneficiary of your retirement plan; save taxes and leave other assets to family Eliminate income and estate taxes on your retirement plan; free up other assets to pass to your heirs
Utilize an overlooked asset to provide substantial support to MUMDonate a life insurance policy you no longer need; name us as the beneficiary on an existing policy Increase your ability to support us without affecting your lifestyle
Make the simplest, current donationGive by check, debit or credit cardReceive an income tax charitable deduction and make an immediate impact at MUM
Leverage more generous support to MUM — and avoid capital gains liabilityDonate appreciated stock, bonds or mutual funds held longer than one yearBuy low and give high – “tax-wise” support that provides you with capital gains tax avoidance and an income tax charitable deduction
Use collectables to support the mission of MUMDonate a collection related to our charitable missionReceive an income tax charitable deduction for the value of the gift and avoid tax on any gains
Tap one of the most valuable assets in your portfolio to support MUMDonate real estateAvoid capital gains tax, receive an income tax charitable deduction, and remove a large asset from your taxable estate
Continue to use your home or vacation home while also using it for a charitable giftGift subject to a retained life estateContinued use of the property for your lifetime, current income tax charitable deduction, removal of the property from your estate so your heirs don’t have to sell it

 

No matter your personal planning need, there is a planned gift option which can help you achieve it. We stand ready to help you and your advisors find the best way to create your charitable legacy while meeting your own goals. For more information about planning your gift to the Maharishi University of Management, just contact:

Nick Rosania
MUM Development Group
Maharishi University of Management
1000 North 4th Street
Fairfield, Iowa 52556
nrosania@mum.edu