If you wish to donate to the institution of your choice, please visit one of the links on the right hand side or Who We Serve. We also offer ways to give to the USM Foundation through credit card, planned gifts, or gifts of stock.
To make it easier on our donors, we offer the option of making a one-time gift through credit card.
A planned gift is a gift committed during your lifetime, but the benefit is not realized until the future. A planned gift is typically made as part of your overall financial or estate plan and can offer unique tax savings and/or income producing benefits to donors.
There are many types of planned gifts, including charitable bequests, charitable trusts, charitable gift annuities, life insurance gifts, life estate agreements, and retirement plan gifts.
For information about making a planned gift, contact Pamela Purcell, Director of Planned Giving Services, at 301-445-2720.
Gifts of Stock
Gifts of stocks or mutual funds are an inexpensive and effective way to support our institutions. Stock certificates can be reassigned directly to the Foundation or may be transferred through the donor’s broker. The mean market value of the certificate as of the date of the transfer will determine the value of the gift for tax purposes. It is best to consult with your tax advisor to understand the potential tax benefits related to stock gifts.
The process for donating mutual funds is different than the process for donating stock. The mutual fund process can take as long as 3-4 weeks. The donor should plan accordingly when making a mutual fund donation at year-end.
Please complete our Gifts of Stock form prior to initiating a stock or mutual fund gift.
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