Sustaining Educational Excellence

Non-Cash Donations

In lieu of a cash donation you can consider these other giving options:

Securities

Donate appreciated securities and receive a charitable tax deduction for the full fair market value and you may avoid capital gains tax. For information about making a securities donation please contact Burke Neville at UBS Financial Services at 513-579-5254 or email burke.neville@ubs.com. The firm’s DTC # is 0221.

Bequest

A gift through your Will or Trust allows you to leave a meaningful legacy to the Mariemont Schools through your estate plan.

Income Interest and Charitable Remainder Gifts

Your attorney can help you structure a gift that gives income to The Mariemont School Foundation while you retain ownership of the asset. You can also give an asset now and retain income rights for yourself and/or a family member during your lifetime(s).

Life Insurance

You may designate The Mariemont School Foundation as the beneficiary of a life insurance policy you already own or you may buy a new policy. Your attorney can review the tax benefits of these options with you.

Benefits from IRAs and Pension Funds

You can save both income taxes and estate taxes by designating The Mariemont School Foundation as a beneficiary of your IRA or other retirement accounts.

Contact us with your questions on these options so we can guide you through the simple steps you can take to preserve, enhance and sustain Mariemont schools.