Alternative and Planned Giving

Alternative Giving

Charitable giving can take many forms, each with unique benefits to you. These options allow your gift to work harder for us while helping you achieve your personal and financial goals.

Planned Giving

Including MEI in your financial or estate plans will make a significant contribution to MEI’s future programs. You can name MEI as the beneficiary of planned gifts such as bequests, retirement funds, and insurance policies, and of life income gifts such as charitable remainder trusts or charitable gift annuities.

Deferred Gift: A planned contribution you make now for the future benefit of MEI.

• Bequest:  Through your will or living trust, designate MEI to receive money, property, or a share of your estate.

• Retirement Plan: Name MEI as a primary beneficiary of a percentage of your retirement plan or IRA. This gift will eliminate income tax on distributions after your lifetime.

Life Income Gift: A gift that provides you an income during your life, as well as savings. There are tax benefits and structured payments to you with these options.

• Charitable Remainder Trust: After you receive income during your life from assets placed in a trust, MEI receives the remaining asset.

• Charitable Gift Annuity: You agree to make a gift of cash or other assets to MEI, and MEI provides you with payments during your life.

Gifts of Securities or Real Estate: You may qualify for tax benefits by giving MEI a gift of appreciated securities or real estate owned longer than one year.

Employer Matching Gifts: Your employer may offer to match your donation to MEI, which doubles the impact of your gift. We can assist with any requirements you or your employer may have to comply with such a matching program. Please contact your employer’s HR department to learn whether an employer matching contribution to MEI can be accomplished.