Create a Living Legacy of Prayer and Faith

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.

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.

• View the latest charitable tax news.
• Research charitable tax questions.
• Calculate a charitable deduction.
• Sign up for the free weekly charitable tax e-newsletter.

Giving Stock Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Giving Stock >>.

Giving Stock Now As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they gave to family members, friends and loved ones. More on Giving Stock Now >>.

Deferred Gift Annuity Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Bequests "We believe that the Marianists are truly helping others. We think that it is important to partner with them to make a difference. For that reason, Anna and I have made gifts over the years to help others." More on Bequests >>.

Personal Planner

Trusts For Creative Spenders Trusts can be quite useful for protecting children. However, for some children the trust serves an additional function: It protects the principal from being rapidly spent by a child. More ...