CREATE A LASTING LEGACY
Planned gifts allow you to support Marvelwood while also achieving your financial and philanthropic goals.
These gifts can help ensure that future generations of students benefit from our transformative educational experience.
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RETIREMENT PLAN ASSETS |
One of the most popular ways to support Marvelwood is by naming the school as a beneficiary of your IRA or other retirement accounts. Options include beneficiary designations, smart giving from your IRA, contributing from your donor‑advised fund, or establishing a charitable remainder trust. |
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LIFE INSURANCE POLICIES |
You may designate Marvelwood as a beneficiary of a life insurance policy for a specific amount or percentage. You can also name the school as the owner and beneficiary of an existing or new policy. |
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WILLS AND TRUSTS |
Including Marvelwood in your will or trust allows you to create a lasting impact while maintaining flexibility should circumstances change. |
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WILLS AND TRUSTS |
Including Marvelwood in your will or trust allows you to create a lasting impact while maintaining flexibility should circumstances change. |
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BENEFICIARY DESIGNATIONS |
Naming Marvelwood as a beneficiary of retirement plans, life insurance policies, donor-advised funds, or annuities can be one of the simplest ways to make a meaningful gift. |
CONTACT ADVANCEMENT
Our Advancement Office is available to discuss the impact of planned giving opportunities. All gift conversations are confidential.