Partner with the Montessori School of Maui to create your legacy
A Planned Gift to Montessori School of Maui can benefit you and your loved ones in ways you may have never dreamed possible, while nurturing the future of children on Maui. Consider the possibilities:
Include Montessori School of Maui in your Will or Trust.
- Name the school as a beneficiary of an insurance policy or retirement plan.
- Utilize appreciated securities to provide supplemental retirement income for yourself or a loved one.
What is Planned Giving?
Planned giving is charitable support that typically involves people’s financial and estate planning. It enables people to give from their assets (not just their income), allowing them to make larger gifts than they ever thought possible, often with significant tax benefits. Planned giving can also help people preserve more wealth for their families after their death, while ensuring their favorite charities continue to serve future generations.
Types of Planned Gifts
A gift from your Will or Trust
A gift from your qualified individual retirement plan
A gift of stock or appreciated assets
A gift of life insurance
A gift of personal property or real estate
A Charitable Remainder Trust
A Charitable Gift Annuity
A Charitable Lead Trust
This material is designed for informational purposes only. It is not meant to serve as legal, tax, investment or other professional advice. Always consult your professional advisor regarding your individual situation.
For more information and support in determining if a Planned Gift is right for you, please contact Director of Development, Ali Grimes at firstname.lastname@example.org or 808-573-1062.