PLANNED GIVING

Shape the Future Through Your Legacy

• Make a lasting difference by becoming a permanent source of support, opening doors, and creating endless opportunities for future generations.
• Ensure your story endures through the lasting impact of our shared mission.
• Secure your future and care for loved ones while extending your generosity to support Meristem and the communities we empower.

• Bequests – Easily include Meristem in your will.
• Beneficiary Designations – Name Meristem as a beneficiary of your retirement accounts, IRAs, donor-advised funds, or life insurance policies.
• Charitable Gift Annuities – Provide a meaningful gift and receive steady income in return.
• Charitable Remainder Trusts – Support Meristem while benefiting from ongoing income.
• Gifts of Appreciated Stock & Real Estate – Donate stock or real estate holdings and enjoy valuable savings on capital gains taxes.

Tax-Free Charitable IRA Gifts – If you’re 70½ or older, take advantage of tax-free charitable contributions.

Considering a planned or estate gift to Meristem? We warmly invite you to complete our Statement of Intent to formalize your generosity.

Your legacy reflects your life’s passions. We’re here to help you fulfill your philanthropic vision. For additional information or to discuss your goals, please contact our Development Director, Zoe Fishman, at zoef@meristem.pro.