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  • Life Stage Gift Planner™

Life Stage Gift Planner™

At various stages of our lives, we all deal with different issues, financial and otherwise. These stages of life need to be taken into account when planning your gift for Marist.

The Life Stage Gift Planner™ will help guide you through the financial strategies and possible charitable solutions to the challenges and opportunities you may be facing. To get started, choose the appropriate age category below.

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Under Age 45

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Ages 45–65

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Over Age 65

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  • Gift and Legacy Planning
  • How to Give
    • Gifts by Will
    • Beneficiary Designations
    • Gifts That Pay You Income
    • Gifts That Protect Your Assets
    • Gifts from Retirement Plans
    • Gifts by Estate Note
  • What to Give
    • Gifts of Cash, Checks, and Credit Cards
    • Beneficiary Designations
    • Gifts of Appreciated Securities
    • Gifts from Retirement Plans
    • Gifts of Life Insurance
    • Tangible Personal Property
    • Gifts of Real Estate
    • Closely Held Business Stock
  • Marist Legacy Society
    • Scholarships
    • Donor Impact Stories
    • Student and Alumni Stories
  • Resources
    • How Do We Use Your Gifts?
    • Gift Intention Form
    • Bequest Language
    • Compare Gift Options
    • Life Stage Gift Planner™
    • Blog
    • Glossary
  • Contact Us
    • Request a Calculation
    • Newsletter Sign-Up
    • Request eBrochures
Marist University

Marist University, 3399 North Road, Poughkeepsie, NY 12601 | 845.575.3000
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