Planned Giving

Planned Giving

Your estate plans can signify far more than the distribution of assets you have accumulated over a lifetime-they can reflect the principles you cherish and hope to perpetuate.  It is important to act today to preserve your values for generations to come.

A planned gift to Mercatus will allow you to provide for the long-term economic security of the people and causes you hold dear, as well as meet your current and future financial goals.  

Whether you would like to take advantage of reductions in estate, income, or capital gains taxes, or to benefit from an increased income stream, there is a planned gift that suits every purpose.  Please click the planned giving opportunities below for more information on each.

Charitable Gift Annuities
Stable lifetime payments with tax benefits

Giving Through Your Will
Give to Mercatus without affecting cash flow during your lifetime

Charitable Remainder Annuity Trust
Make a significant gift and receive fixed income payments each year

Charitable Remainder Unitrust
Make a gift and create a flexible source of retirement income

Charitable Lead Trust
Discover the innovative way to pass appreciating assets to family members while helping Mercatus

Ensuring that the principles of free enterprise thrive for future generations by remembering Mercatus in your estate plans would make you part of our Mercatus Legacy Circle, which includes invitations to exclusive scholar events as well as many other special benefits.

If you are interested in beginning the process of making a planned gift to Mercatus or to find out more information about the planned giving opportunities described please contact Beth Crane at ecrane@mercatus.gmu.edu or 703-993-8746.

Thank you for your support of the Mercatus Center!

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