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Brother James P. Brown, S.M.
Legacy Giving Administrator
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Mrs. Kay Burns
Legacy Giving Steward
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Mrs. Carol Gauder
Legacy Giving Assistant
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Create a Living Legacy of Prayer and Faith
The Marianist Family--sisters,
brothers, priests and laity--serve people all over the world
in many ways
Marianist ministries are serving communities worldwide in
diverse ways including: empowering through education, building
strength and healing in family relationships, helping the environment
and building lives through loans.
Creating a lasting and living legacy with the Marianist Mission
allows you to put your beliefs into action. Carefully considered
acts of generosity enhance your spiritual journey, preserve
your estate for future generations, and ensure the future of
an organization whose work is important to you.
We look forward to discussing your personal concerns and ways
the Marianist Mission can be of service. The illustrations on
this website will help familiarize you with the benefits of
giving through a variety of life income gift plans.
To discuss your thoughts and wishes, please feel free to contact
Brother
Jim Brown, legacy giving administrator, Mrs.
Kay Burns, legacy giving steward, or Carol
Gauder, legacy giving assistant Monday through Friday, 9
a.m. to 4 p.m (eastern time zone), 937-222-4641. Or call toll
free, M-F, between the hours of 9 a.m. and 3:00 p.m. (Eastern
Time), 1-800-348-4732.
Giving is a way for communities to pull
together. The brightness of faith and its ways of uplifting
does much for many.
Thank you for being our faith partner.
- A Charitable Gift Annuity or a Charitable Remainder Trust can be an effective way to provide you and/or someone you designate with regular payments for life. Click on the Planned Gift Examples to learn more.
- Bequest: Remembering The Marianist Mission, Inc. in your Will or creating a Living Trust. Some of our benefactors have chosen to create endowments for specific ministries or programs. We are happy to fulfill your wishes. If you name us in your Will, our legal name and address for this purpose is: The Marianist Mission, Mount Saint John, 4435 East Patterson Road, Dayton, OH 45481-0001. Federal Tax ID Number: 31-1657985.
- Contributing life insurance policies or proceeds you may no longer need offer excellent tax benefits. Life insurance can also be used to "replace" assets given away, thereby providing for loved ones in addition to supporting the work of The Marianist Mission around the world.
- Transferring property. If there is something you wish to give to The Marianist Mission, it is best to schedule an appointment to discuss this with a member of our staff. Please call Brother Jim Brown, director of planned giving, (937-222-4641), weekdays, between 9:00 and 4:00 p.m. (eastern time zone).
Ways to Transmit Your Donation
- Online: You may contribute by MasterCard or Visa, using our secure server. Click here to begin that transaction.
- By Phone: Call toll-free 1-800-348-4732, Monday through Friday, 9am-3:00 pm (eastern time zone). Our donor services staff will be happy to assist you with a credit card donation.
- By Mail: Send your donation and information to The Marianist Mission, Mount Saint John, 4435 East Patterson Road, Dayton, Ohio 45481-0001.
Tax Tips Relating to Charitable Giving
- Charitable gifts of cash are generally deductible in amounts up to 50% of adjusted gross income (AGI), and are deductible up to 30% of AGI for gifts of appreciated property.
- When appreciated securities are donated to The Marianist Mission, you are entitled to a deduction for full value, not just the original cost. Your tax deduction then is based on "paper profits" you have not yet realized. If securities have decreased in value, consider selling them--thereby creating a loss for tax purposes--and offer the cash proceeds as tax deductible gifts.
- Consider making larger gifts in the years when you have more income and will be in a higher tax bracket. The higher your tax bracket, the greater the savings from your charitable gifts.
IRA Rollover Gifts
If you are over age 70½, you may rollover up to $100,000 annually from your IRA to our organization. To learn more about IRA Rollover Gifts, click the Launch button to watch a brief video.

Professional Legal & Financial Advisors
We also have a free completely tax update service called GiftLaw for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and tother professionals. We also are available to assist professional advisors in helping their clients who wish to give The Marianist Mission through The Marianist Mission, Inc.
If you are a professional advisor, you may take the following steps on this site.
Tax Planning Tips are provided courtesy of Robert F. Sharpe & Company, Inc.
Leave a legacy that extends your beliefs and faith beyond your lifetime. Your funds will multiply and enrich the lives of those served by the The Marianist Mission around the world.
Benefits for You and the The Marianist Mission
There are several types of plans. Many donors have enjoyed increased income and generous tax savings. Just click on the picture and you can read a donor story.
 | Fixed Income for Retirement After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. |
 | Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
 | The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city grew to the point where now the farm is within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
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