Planned Giving
Planned Giving
Estate plans can signify far more than the distribution of assets accumulated over a lifetime-they can reflect the principles donors cherish and hope to perpetuate. It is important to act today to preserve key values for generations to come.
A planned gift to Mercatus will allow supporters to provide for the long-term economic security of the people and causes they hold dear, as well as meet their current and future financial goals.
Whether 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 benefitsGiving Through Your Will
Give to Mercatus without affecting cash flow during your lifetimeCharitable Remainder Annuity Trust
Make a significant gift and receive fixed income payments each yearCharitable Remainder Unitrust
Make a gift and create a flexible source of retirement incomeCharitable Lead Trust
Discover the innovative way to pass appreciating assets to family members while helping MercatusEnsuring 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 bcrane@mercatus.gmu.edu or 703-993-8746.
Thank you for your support of the Mercatus Center!
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