CRAFTING YOUR LEGACY What option is right for you? Your Goal Your Strategy Your Benefits • Keep control of your assets throughout your life. • Set aside a gift now for MVC’s future. • Reduce estate taxation. Bequest You can create a bequest through your will or trust stating a specific amount or percentage of your estate.
Name MVC the beneficiary of a retirement account. You may eliminate some income tax and free up other property to pass to your heirs. Name Missouri Valley College as a beneficiary of your policy. You can make a large gift with limited resources. You can make a substantial gift and reduce taxation while providing financial or programmatic benefits to the College.
• Ensure the most tax efficient distribution of your assets. • Give a gift that is easy to prepare.
Retirement / IRA Plans
Life Insurance Policies
• Create a long-term gift that won’t draw funds from your estate.
• Reduce taxation. • Reduce the burden of selling or maintaining property.
Real Estate or Personal Property
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