Gifts by WIll or Trust

Gifts by Will or Trust

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit MMRI.

Naming Us in Your Assets

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

Benefits of Giving

A gift plan can provide you substantial tax benefits, especially when you give stock or real estate. Depending on your situation, you may save income taxes, capital gains taxes, probate expenses, and estate taxes.

The IRA Gift (QCD)

The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Masonic Medical Research Laboratory.

Life Income Gifts

Planned giving is a great way to support MMRI while generating income for yourself and your family. Learn about the gifts that allow you to give to MMRI while generating income for yourself and your family.
Retained Life Estate

Retained Life Estates

Donate your home, farm or a second home to MMRI and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life.
Bargain sale

Bargain Sale

Receive immediate cash and make a gift to Masonic Medical Research Laboratory by selling to us a valuable asset, such as real estate, for less than it is worth.