Partner with the Montessori School of Maui to create your legacy.

Consider including the school in your will or trust, naming the school as a beneficiary of an insurance policy or retirement plan, utilizing appreciated securities to fund a charitable gift or establishing a Charitable Gift Annuity for yourself or a loved one in need of income to supplement retirement.  It can benefit you and your loved ones in ways you may have never dreamed possible, while nurturing the future of the young people of Maui.

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 charitable interests are available for 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 Charitable Gift Annuity
  • A Charitable Lead Trust
  • A Charitable Remainder Trust
  • A gift of personal property or real estate

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.