May Institute

Planned Giving

Planned gifts are specially designed to help you meet your philanthropic goals, while fulfilling your wish to support our mission. Gifts such as life income gifts and bequests can provide you with lifetime income and tax advantages, and may make it possible for you to make a larger gift to May than you originally thought possible.

Your planned gift can be a simple and affordable way to leave a legacy at May Institute. 

Among the planned giving options:

  • Bequests, also known as Estate Gifts, are made by will or trust.

 

  • Life income gifts, such as charitable gift annuities, deferred gift annuities, and charitable remainder trusts provide an income stream.
     
  • Charitable lead trusts allow you to transfer assets to your heirs with limited taxation. Substantial tax benefits can be realized from establishing a charitable lead trust.
     
  • Gifts of assets can include retirement plans, real estate, and life insurance.
     
  • Appreciated stocks and bonds are long-term appreciated securities that provide capital gain tax savings and allow you to claim an income charitable deduction all while supporting May Institute.


Note: The information on this website is not intended to serve as legal or financial advice. When planning a specific charitable gift, the services of a legal or financial advisor should be obtained.