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Planned Giving

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A Gift That Honors a Life

Memorials and Tributes

If you have a loved one who has been impacted by Mount St. Mary’s College, establishing a memorial or tribute gift is a meaningful way to honor your loved one or celebrate a special occasion such as a birthday while supporting the work of our mission. Your memorial or tribute gift will be a lasting tribute to your loved one and make a difference in the lives of those we serve.

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Learn How to Fund It

You can create a memorial gift using the following assets:

  1. Contact Cindy F. Hizami at 213.477.2740 or chizami@msmc.la.edu for additional information on creating a memorial gift at Mount St. Mary’s College.
  2. Seek the advice of your financial or legal advisor.
  3. If you make a memorial gift to Mount St. Mary’s College through your estate, please use our legal name and Federal Tax ID.

Legal Name: Mount St. Mary's College
Address: 10 Chester Place Los Angeles, CA 90007
Federal Tax ID Number: 95-1641455

Cash

The easiest way to fund a charitable remainder annuity trust, charitable remainder unitrust or charitable lead trust is with cash.

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Appreciated Securities

The best assets to fund a charitable remainder annuity trust are readily marketable appreciated securities. Rapidly appreciating assets are best used to fund a charitable lead trust.

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Real Estate

Avoid the hassle of having to sell your property—and perhaps lose money during the process—by using real estate to fund a charitable remainder unitrust. An ideal asset to fund a charitable lead trust may be unencumbered, income-producing real estate that is expected to appreciate.

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Cash

A gift of cash in the form of a check is the easiest way to memorialize your loved one and support our work.

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Appreciated Securities

The most tax-efficient way to fund a memorial is with appreciated assets you have held for more than a year.

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Cash

A gift of cash in the form of a check is the easiest way to create a lasting legacy through our endowment.

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Appreciated Securities

The most tax-efficient way to fund an endowed gift is with appreciated assets you have held for more than a year.

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Tangible Personal Property

You may be able to use non-income-producing property such as stamp and coin collections or works of art in exchange for a federal income tax charitable deduction.

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Real Estate

Your gift of appreciated real estate will qualify for a federal income tax charitable deduction for the fair market value of the property and eliminate long-term capital gains tax.

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Real Estate

Your gift of appreciated real estate will qualify for a federal income tax charitable deduction for the fair market value of the property and eliminate long-term capital gains tax.

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Appreciated Securities

Eliminate capital gains tax by donating appreciated assets you have held for more than a year on the transfer.

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Tangible Personal Property

You may be able to use non-income-producing property such as stamp and coin collections or works of art in exchange for a federal income tax charitable deduction.

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Cash

When you establish a donor advised fund with cash, you will receive an immediate federal income tax charitable deduction for the year the gift was created.

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Cash

Cash—usually in the form of a check—is one of the most common ways to fund a charitable gift annuity.

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Appreciated Securities

By funding a charitable gift annuity with appreciated securities you've owned more than a year, you receive the additional benefit of eliminating part of the capital gains tax on the transfer.

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Closely Held Stock

Use this asset, which is not easily converted to cash, to create a charitable gift annuity and receive tax benefits.

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Real Estate

Unencumbered real estate such as a personal residence, vacation home, farm or commercial property works best to fund a deferred charitable gift annuity.

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Tangible Personal Property

Use non-income producing assets such as stamp and coin collections or works of art in exchange for fixed payments for life.

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A charitable bequest is one or two sentences in your will or living trust that leave to MSMC a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

“I, [name], of [city, state ZIP], give, devise and bequeath to Mount St. Mary’s College [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much money (and how often) you want to distribute money from that fund to MSMC or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to MSMC as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to MSMC as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and MSMC where you agree to make a gift to MSMC and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Real Estate

To avoid the administrative hassles of selling real estate during your lifetime, give it to us through a bequest.

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Cash

A gift of cash is one of the most popular ways to support us after your lifetime. You may gift a specified sum of money or a percentage of your estate.

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Appreciated Securities

A gift in your will or trust of securities often allows you to make larger gifts than you could during your lifetime.

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Tangible Personal Property

Leave your legacy with a gift of antiques, stamp/coin collections or works of art.

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Bank Accounts, Certificates of Deposit or Brokerage Accounts

You can name MSMC as beneficiary of your bank accounts, CDs and brokerage accounts by designating your account as Payable on Death (POD) or Transfer on Death (TOD) to us.

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Commercial Annuities

A portion of the distributions from commercial annuities is subject to income tax for non-charitable beneficiaries. Naming MSMC as a beneficiary of all or a portion of your commercial annuity will allow us to receive the assets you designate to us completely tax-free.

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Retirement Plan Assets

The full value of your IRA, 401(k), 403(b) or other qualified plans is subject to federal and state estate taxes at your death and the distributions from these accounts are subject to federal and applicable state income taxes. Instead, consider naming MSMC as a beneficiary of all or a portion of your plan.

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Life Insurance

By naming MSMC as a beneficiary of all or a portion of your life insurance policy, you support our work while retaining the ability to change your gift if your plans change.

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