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What is a Planned Gift?

A planned gift is a gift that in most cases will benefit MCI at some future point in time.  Unlike an outright gift that provides MCI full benefit upon receipt (such as a gift to the Annual Fund), a planned gift defers the School's use of transferred assets until the death of a donor, or until the end of a specific period of time. 

Whatever your goals, MCI offers several charitable gift planning services to alumni, parents and friends.  We can help you explore an option that will allow you and your family to make a great difference to present and future MCI generations.

If you would like a member of MCI's Advancement Staff to contact you about Planned Giving opportunities at MCI, please fill out the Planned Giving Contact Request Form.  You can also call the Advancement Office at (207) 487-5915 or email alumni@mci-school.org.

Bequests

A bequest is the easiest and best way to make a planned gift to the School.  By means of your will, you can name MCI as the beneficiary of a portion of your estate, or of particular assets in your estate.

Assets You Can Give

Cash:  Maximize your charitable deduction and deliver immediate benefits to MCI.
Appreciated Securities: Get the same tax deduction as if you had given cash, but use stocks, bonds or mutual fund shares that cost you less than they are currently worth.
Life Insurance:  You may transfer ownership of a paid-up policy you no longer need or use a new policy to name MCI as owner and beneficiary.
Personal Property:  Artwork, books, collectibles and any other tangible items can be donated to secure an income tax deduction for a full fair market value if it meets MCI's mission.
Retirement Plans: Designating MCI as the beneficiary of a retirement account (IRA, 401(k), Keogh, and 403(b)) cause the charitable gift to be tax deductible for estate tax purposes.
Real Estate:  If you own property that is fully paid off, an outright gift may be the simplest solution.  You can deduct the fair market value of your gift, avoid all capital gains taxes and remove that asset from your taxable estate.

Heritage Society

The Heritage Society was created to recognize and thank alumni, parents and friends who have remembered MCI with a gift in their estate plans.  You are eligible to join the Heritage Society if you have made a bequest to benefit the School or otherwise included the School in your estate plans.  If you have already included MCI in your giving plans and wish to be included as a member of the Heritage Society, please contact the Advancement Office at (207) 487-5915 or alumni@mci-school.org.  Specific details of your planned gift are strictly confidential.  With your permission, you will be recognized on the Honor Roll of Donors in all publications and information related to the Heritage Society.



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