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Marist College Legacy Society
Marist College Legacy Society

The Marist College Legacy Society is a valued circle of individuals who have remembered Marist in their estate plans. Its membership includes alumni, trustees, friends, faculty and staff, college retirees, and parents and grandparents. All share a commitment to supporting Marist's future and its mission of academic excellence and an ethos of community and service.

Such gifts — often referred to as planned gifts — may be in the form of a bequest, a gift annuity, or a charitable trust. Many plans offer substantial financial and tax saving benefits, often complementing an individual's overall estate. For some people a planned gift enables them to support Marist College in a more generous way than may have been practical during their lifetime. However, there is no minimum gift amount required for membership in the Marist College Legacy Society nor is disclosure of the gift amount required. Individuals may also join and request anonymity.

To join the Marist Legacy Society, you may:
  • Provide for Marist in your will, trust or other estate plan
  • Designate Marist as the beneficiary of a qualified retirement plan, savings bonds, or life insurance policy
  • Create a life-income plan, such as a charitable gift annuity which provides income to you or others and a gift to Marist
We welcome the opportunity to have a confidential conversation with you at no obligation about Legacy Society membership. If you have already designated Marist as a beneficiary of your estate and would like to join or if you just wish further information, please reply to:

Shaileen Kopec, Senior Development Officer
for Planned Giving and Endowment Support
(845) 575-3468 (private line)
shaileen.kopec@marist.edu
Marist College
3399 North Road, Poughkeepsie, NY 12601

Marist is deeply grateful to the members of the Marist College Legacy Society for their leadership and special generosity.



Copyright © Marist College, All rights reserved.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.


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