Online Giving

Email: giving@marietta.edu

Give by Mail

Checks should be made payable to "Marietta College" and mailed to:

Marietta College
Office of Advancement
215 Fifth Street
Marietta, OH 45750

Give by Phone

To use your American Express, Discover, MasterCard or Visa, call:
(740) 376-4704.

The Office of Advancement is open from 8 a.m. to 5 p.m. Monday through Friday.

Give Online

 

Gifts of Stocks or Securities

A gift of appreciated securities you have held for more than one year provides an opportunity to take a federal income tax deduction equal to the fair market value of the stock on the date of the gift for up to 30 percent of your adjusted gross income—and will not have to recognize the appreciation as capital gain.

studying

Life Income Gifts

Life Income Gifts serve a dual purpose. They provide philanthropic support for Marietta College while also providing both a charitable income tax deduction and an income stream to the donor. Because they provide income benefits comparable to or in some cases exceeding those that might be earned in ordinary investments such as certificates of deposits (CDs), etc., life income gifts can help donors to make more significant gifts than they might otherwise be able to make. In this sense, they are a "tax-wise" investment in the future of Marietta College.

One of the most popular and significant life income gifts is the charitable gift annuity.

With a charitable gift annuity, you can increase your income dramatically, earn a generous income tax deduction, and make a significant gift to Marietta College.

A charitable gift annuity is a simple contract between you and Marietta College. In exchange for your irrevocable gift of cash or securities, the College will pay you and/or another person you name a guaranteed lifetime income.

There are a lot of donor benefits to charitable gift annuities.

  • Lifetime income is predictable, dependable, and includes a tax-free portion, often half of the income or more.
  • Capital gains taxes are prorated over the investor’s lifetime for gifts of appreciated securities. No capital gains tax is due at the time the gift annuity is transferred.
  • Donors may take a charitable deduction from their income tax for the portion of the transaction designated as a charitable gift. This portion is based on the ages of and number of beneficiaries.
  • Income from a charitable gift annuity is guaranteed and backed by the assets of Marietta College.
  • Annuities are administered and invested at no cost to the donor.

There is a $10,000 minimum amount required for this type of gift.

Deferred Charitable Gift Annuities

Donors can delay the beginning of income payments from their gift annuity. The deferral produces both a higher income rate and a larger charitable deduction than does an annuity paying income immediately.

Many donors set payments to begin at a future date when they or their spouse will need additional income. The deferred gift annuity is especially attractive to donors still in high-income years that are looking for both tax deductions and additional sources of retirement income.

A deferred gift annuity is an excellent way to make a gift to Marietta College and receive a charitable income tax deduction while providing income for the future.

There is a $10,000 minimum amount required for this type of gift.

Annuitant must wait at least 1 year after making their contribution before receiving payments from a deferred gift annuity.

Marietta College is a proud member sponsor of the American Council on Gift Annuities. Additional, educational information on charitable gift annuities, including a “Donors’ Corner,” can be found at www.acga-web.org

Sample Gift Annuity Rate

Age* Gift Annuity Rate
60 5.7%
70 6.5%
80 8.0%
90 11.3%
 

Sample Deferred Gift Annuity

Current Age Age at First Payment Annual Rate
45 65 15.9%
50 65 12.4%
50 70 17.2%
55 65 9.7%
60 65 7.6%
60 70 10.5%
65 70 8.3%

*These calculations are provided solely for educational purposes and are not professional tax or legal advice.

*One person’s age, rate will change in two-life annuities.

If you are interested in finding out more information regarding charitable gift annuities, call the Marietta College Advancement Office at (800)274-4704 or email giving@marietta.edu.

An Advancement staff member can discuss your giving options, tax advantages, and will provide a sample annuity agreement for you to review.