Legacy Giving

With legacy giving, you can provide long-lasting support for Maharishi University of Management while enjoying financial benefits for yourself and your family.

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How to Give

HOW TO GIVE YOUR GOAL HOW IT WORKS YOUR BENEFITS
BEQUEST
  • Maintain control of your assets during life
  • Make a gift to charity when you pass away
  • You designate Maharishi University of Management (MUM) as the beneficiary of your asset by will, trust or beneficiary designation form
  • Estate tax charitable deduction
  • Life use and ownership of your property
CHARITABLE GIFT ANNUITY (CGA)
  • Receive fixed income for life
  • Avoid capital gains tax on the sale of your appreciated property
  • Enjoy the benefit of tax savings from a charitable deduction
  • You transfer your cash or appreciated property to MUM in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life
  • Charitable tax deduction
  • Fixed income for life
  • Partial bypass of capital gain
  • Possible tax-free payments
CHARITABLE REMAINDER ANNUITY TRUST (CRAT)
  • You own cash or property and are looking for a way to make a charitable gift, save on taxes and receive fixed income for the future
  • You transfer your cash or property to fund a charitable remainder annuity trust
  • The trust sells your property tax free and provides you with fixed income for life or a term of years
  • Fixed income for life, lives or term of years
  • Avoid capital gains tax on the sale of your appreciated assets
  • Charitable income tax deduction for remainder portion of your gift
CHARITABLE REMAINDER UNITRUST (CRUT)
  • You own cash or property and are looking for a way to make a charitable gift, save on taxes this year and plan for the future
  • You transfer your cash or appreciated property to fund a charitable unitrust
  • The trust sells your property tax free and provides you with income for life or a term of years
  • Charitable tax deduction
  • Income for life or a term of years
  • Possible income growth over time
  • Avoidance of capital gains tax
CHARITABLE LEAD TRUST (CLT)
  • Pass on cash or property to your family/ make annual gifts to charity in the future
  • Avoid substantial gift or estate tax
  • You fund a trust that makes gifts to MUM for a number of years
  • Your family receives the trust remainder at substantial tax savings
  • Gift or estate tax deduction
  • Trust assets plus appreciation pass to family at a reduced cost
LIFE ESTATE RESERVED
  • Remain in your home for life
  • Receive a charitable income tax deduction
  • You give your property to MUM but retain the right to use the property during your life
  • Charitable tax deduction
  • Lifetime use of property
BARGAIN SALE
  • Sell your property, receive cash or debt relief and tax savings
  • We purchase your property for less than fair market value
  • You receive the cash and a charitable deduction for the difference between the market value and purchase price
  • Cash from sale
  • Charitable tax deduction
  • Partial bypass of capital gain
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