Marquette General Foundation

For You. For the U.P. For Life

These donations (often called planned gifts) can offer many advantages:

* Reduce or avoid your capital gains tax
* Provide you or a loved one income for life
* Allow you to make a much larger gift than you thought possible
* Reduce your estate taxes
* Create an income tax deduction for you

If you’re interested in considering an estate gift to Marquette General, we can provide simple to understand information on some of the most popular methods. Please click here for planned giving brochures available through the foundaiton. We’ll mail you free, easy-to-read brochures that show how simple including a charitable gift truly is.

The following have a little more information about five of the most popular and effective methods of creating a planned gift.

Will or trust
Life insurance
Stock gift
Charitable gift annuities
Charitable remainder trusts

The Marquette General Foundation is readily available to discuss with you and your financial advisor the many personal and financial benefits of charitable giving. Our team is here to help guide donors through the gift-giving process, with the goal of creating a life-fulfilling experience to benefit you and the entire U.P.

For more information, contact the Marquette General Foundation at 906-225-6914 or 1-866-225-6914. We can be reached by email at mg.foundation@mghs.org. To arrange a personal, confidential meeting with Pat Bray, Foundation President, or Jim LaJoie, Planned Giving and Major Gifts Manager, call us anytime.