Thank you for your interest in exploring the many benefits of gift planning with Ave Maria University. Our hope is to serve you and your family as a resource in helping you create your lasting legacy upon Ave Maria University. Planned gifts can be structured in various ways providing you the opportunity to blend your charitable intent with your personal financial needs. Our role will be to work with your advisors to design a gift that suits your desires. Whatever your personal goals may be, we are ready to assist you in matching the right planned giving program to your charitable interest and financial objectives. We invite you to explore our site and learn about the many giving opportunities. If you have any questions simply click here to email us at your convenience.
Make a Tax-Free IRA Charitable Gift in 2007!
Good news! The federal government now permits you to rollover amounts from your IRA to charity without paying any federal taxes.
Martha was a retired county administrator and a volunteer for her favorite charity. Martha's retirement plan with the county had grown substantially and she had almost $450,000 in her IRA. She heard about new legislation which would permit any person over age 70½ to rollover up to $100,000 annually to charity. Since Martha had all of the income she currently needed, she decided to make a gift of $2,000 from her IRA to her favorite charity. Martha called her custodian and requested a transfer as part of her minimum distribution amount. It was easy for Martha to make the gift and she liked that fact that she could help her favorite charity without increasing her federal taxes.
To learn more about IRA Rollover Gifts, click here to watch brief video.
For more information on these and other benefits of making an IRA rollover gift to Ave Maria University, please contact the Planned Giving Office at 239-348-4715.
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance through our Wills Guide Videos. Click here to learn more.
Order a Legacy Brochure
The Ave Maria University Legacy Brochure outlines various ways to make a planned gift to the University. The brochure offers clear and concise examples of practical gifting applications that may provide special tax and other benefits to donors. Simply click here to order a brochure. Make sure when responding to include your name and address.
Good news! The federal government now permits you to rollover amounts from your IRA to charity without paying any federal taxes.