NON-PROFIT US POSTAGE PAID HUNTINGTON, WV PERMIT 206 RETURN SERVICE REQUESTED ONE JOHN MARSHALL DRIVE HUNTINGTON, WV 25755-6021 If you are like so many others, your financial resources may be tied up in non-cash assets. From a tax standpoint, you may be better off donating something other than cash. When you make charitable gifts of appreciated assets (assets you have held for over one year and that have grown in value) to the Marshall University Foundation, such as stock, bonds, or mutual funds, you receive a double tax benefit. You are entitled to a charitable deduction for the current fair market value of your securities and the capital gain is not taxed, meaning you receive a double tax break from the deduction and avoid reporting capital gain that would otherwise be due. By using appreciated assets, the gift actually costs you less than gifts of cash. Another tax-wise alternative is to use your appreciated property to fund life-income gifts, such as gift annuities or charitable remainder trusts. These kinds of gifts allow you to avoid tax on some or all of your capital gain and you will receive income for life. If you want to know more about creative ways to support Marshall through gift planning, please call us at (304) 696-3388 or check out our Legacy Giving resources at www.marshall.edu/foundation and select Planned Giving. This publication is intended to provide general gift planning information. Our organization is not qualified to provide specific legal, tax or investment advice and this publication should not be looked to or relied upon as a source for such advice. Consult with your own legal and financial advisors before making any gift. You Don’t Have to Donate Cash @MARSHALLFOUNDATION @MUFOUNDATION @THEMUFOUNDATION