---

Donation description text Donation description text Donation description text Donation description text. Donation description text Donation description text Donation description text Donation description text. Description should indicate the item, how many needed, and how much a person would be able to donate. Donation description text Donation description text Donation description text Donation description text. Donation description text Donation description text Donation description. Description should indicate {ex. author added links} , how many needed, and how much a person would be able to {ex. author added links} . Description should indicate {ex. author added links} , how many needed, and how much a person would be able to {ex. author added links} .

---

Outright gifts to the Marian Medical Center Foundation can take many forms, including:
1. Cash, check or credit card charges
2. Stocks and Bonds
3. Life Insurance By making a planned or deferred gift, you can make a significant contribution to Marian Medical Center. In many cases you can enjoy certain tax benefits from your gift, which may include:
1. Wills and bequests
2. Charitable remainder trusts
3. Charitable lead trusts
4. Gift annuities
5. Life insurance
6. Retirement plans A cash gift is one of the easiest ways to make a charitable contribution to the Marian Foundation. The donation will be directed where there is the greatest need, and you will receive an income tax deduction for the full amount of the gift. Donations of stocks or bonds may be made as well, with the added benefit of avoiding tax on the capital gain. Charitable bequests to the Marian Foundation can be made in your will or living trust by specifying a certain dollar amount, a particular asset or a portion of the remainder of your estate once other bequests are paid out. Charitable bequests are deductible from estate taxes. Families may also set up memorial endowments to honor the memory of a loved one to serve a specific need at Marian Medical Center

Gifts of Charitable Remainder Trusts allow you to transfer assets into a trust that will provide an annual income stream to you or your beneficiaries for life or for a specific term of years. Once terminated, the Marian Foundation receives the principal of the trust to be used according to your instructions.

An Annuity Trust provides a fixed annual income based on a percentage of the initial fair market value of the asset on the date of the gift.

A Unitrusts pays a percentage of the fair market value of the trust, valued annually.
Charitable lead trusts are a good option for donors with sizable estates and concerns about the estate tax that will be levied when passed on to their children or beneficiaries. Such a trust pays income to the Marian Foundation for a number of years or for your lifetime, after which your heirs receive the trust principal.

---

The Marian Medical Center Foundation will assist you with setting up a Memorial Gift to honor a loved one who has died.

Please contact Montisa Phelan Lopez at (805) 739-3595 for assistance.