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This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My KitHonor Someone Special With a Gift in Their Name
If you have a loved one who has been impacted by UMBC, establishing a memorial or tribute gift is a meaningful way to honor them or celebrate a special occasion, such as a birthday, while supporting our mission. Your memorial or tribute gift will extend the legacy of your loved one and will make a difference.
When John's mother passed away, he knew he wanted to do something that would establish a lasting legacy for her. He remembered that during her lifetime she was always praising UMBC for its tireless efforts to better the community.
John decided to make a gift to the UMBC Foundation in his mother's name using appreciated securities. Not only will his mother's legacy live on at UMBC thanks to the gift, but John also qualified for a federal income tax charitable deduction and eliminated capital gains tax on the securities.
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My KitThis comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My KitInformation contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.