Gifts That Give Back: Gift annuities and charitable remainder trusts are planned gifts that can provide annual payments for you, your spouse or another person, reduce your taxes through charitable deduction and save estate/gift taxes. Gifts made through wills and estate planning provide donors with tax savings and other financial benefits.
- Gifts by Bequest If you are concerned about preserving income and investment but still want to make a gift to Markey, remember to include the Markey Cancer Foundation in your will. Markey can also be named as a beneficiary of retirement plans, trusts or life insurance policies. Such gifts can reduce estate taxes.
Gifts of Stock
Gifts of appreciated securities, closely held stock and mutual funds can be extremely beneficial to both you and Markey Cancer Foundation. These gifts can help you diversify your assets and minimize capital gains taxes. Contrary to popular belief, gifts of closely held stock can create the same tax benefits as shares that are publicly traded. As with other kinds of gifts, gifts of stock can be directed to any area of cancer: research, patient care or other cancer related programs.
Giving appreciated securities is a fast and easy way to make a gift to Markey Cancer Foundation and get considerable tax benefits. It is almost always a better strategy to give appreciated securities directly to the Foundation, rather than selling them and donating the proceeds of the sale. In fact, many of our partners and friends find that the tax benefits associated with giving to Markey Cancer Foundation actually allow them to increase the size of their gift.
Please feel free to contact the Foundation office with any questions. We appreciate your interest and your support.
Major gifts, such as an endowment or naming a room or program, enable you to leave a lasting legacy at Markey. By working together, we can create a plan which supports your desires for your gift as well as the needs of the cancer center and its many opportunities. For more information on how you can make a significant impact in the fight against cancer, please call:
Amy Jo Morgan
Donor Relations | Markey Cancer Foundation
Note: Your contribution to Markey may qualify for a Corporate Matching Gift from your employer or your spouse’s employer. Please contact the company’s human resources department for more information about how you can increase your support to Markey Cancer Foundation or contact Amy Jo Morgan above.