Planned Giving

Goals & Benefits

There are many ways to make a gift to Marshall University. Take a look at some of the options designed to help you to achieve different goals, and feel free to contact us with questions.

Your Goal

Your Strategy

Your Benefits

Make a planned gift to Marshall that costs you nothing now.

Include a gift from your will or trust (cash, specific property, or a share of the estate).

A great way to help Marshall build financial strength and provide resources that maintain our traditions.

Avoid capital gains liability and take an income tax deduction.

Use appreciated securities instead of cash to make your gift.

Buy low and give high — while avoiding capital gains tax.

Leave more of your estate to your heirs.

Name Marshall as beneficiary of your retirement plan, and leave less-taxed assets to family.

Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs.

Continue to receive benefits back from the assets you give to Marshall — and thus make a larger gift.

Create a life-income plan like a charitable gift annuity or a charitable remainder annuity trust or charitable remainder unitrust.

Receive income for your lifetime, receive a charitable deduction, and diversify your holdings.

Reduce high tax liability now; gain additional income later.

Establish a deferred gift annuity.

Receive a larger deduction and a higher income rate than an immediate payment annuity.

Create a long-term gift that won't draw funds from your estate.

Create a new life insurance policy, or donate a paid-up policy of coverage you no longer need.

Increase your ability to make a significant gift to Marshall.

Reduce gift and estate taxes and leave more of your assets to your heirs.

Create a charitable lead trust to pay income to Marshall for a fixed time, then pay the remainder to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.


To determine what type of planned gift might best suit your goals, assets and age, click here.



The material presented on this Planned Giving website is not offered as legal or tax advice.
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Planned Giving

Your journey is made one destination at a time. Discover what gift plan will work best for you.

Planned Giving Programs >>


Gifts Anyone Can Make

Did you know there are ways to support Marshall University that don't affect your current lifestyle or your family's security? You can support Marshall with gifts that don't impact the way you live.

Learn More >>


Click "give now" to make a convenient and secure online gift to The Marshall University Foundation, Inc.