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  • Marist Legacy Society

Marist Legacy Society

Join the Marist Legacy Society and Create Your Legacy

The Marist Legacy Society is a valued circle of charitably minded individuals who have included the University in their estate plans. Their enlightened generosity is helping to make a Marist education possible for future generations of students.

Typically, Legacy Society members include Marist University as a beneficiary in one or more of the following:

  • Will or living trust
  • Retirement account or IRA
  • Life insurance policy
  • Checking account, savings account, or CD

Marist also works with individuals to establish income-producing gifts including:

  • Charitable gift annuities
  • Charitable remainder trusts
  • Charitable lead trusts 

Members are presented with a Legacy Society pin, receive selected publications, and are invited to University gatherings throughout the year—including an annual recognition celebration with the president of Marist University.

Depending on the type of gift and the resources contributed or transferred, donors could benefit from significant tax savings and receive guaranteed income for life.

Marist Legacy Society Event Photos

For more information about the Legacy Society and creating a meaningful partnership with Marist, contact:

Tom Burnham
Director of Gift and Legacy Planning

Office phone: 845-575-3942

E-mail: Tom.Burnham@marist.edu

Mail: Marist University
Office of University Advancement
3399 North Road, Fontaine 018
Poughkeepsie, NY 12601

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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
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