Contribute

About Us

Submit a Proposal

Projects

Environment, Health & Safety Track

Concrete Applications: Quality & Performance Track

Industry Education & Training Track

Foundation News

Resources/Links

Planned Giving

Establishing a Planned Giving strategy for your estate is one of the smartest actions you can take in financial planning. And, not only is it a lot less complicated to do than most people realize, it can provide you with valuable tax benefits today.  If you are considering setting up such a plan in support of the RMC Research & Education Foundation, we can help! Here are links to several articles related to planned giving that will provide you with a basic understanding of the process and answer some of your questions regarding the tax benefits. This information has been provided by the team at Merrill Lynch, who the RMC Research & Education Foundation has selected as its financial advisor and who can help you set up a financial plan – for planned giving or any other financial matters.

The team at The Merrill Lynch Center for Philanthropy and Nonprofit Management is available to provide advice and assistance to you and can help refer you to advisors in your local area. For more information, please contact the RMC Research & Education Foundation’s account representatives Tom Prentice or Mark Thatcher or call toll-free: 1-800-998-5210. You may also Contact Us for more information.

Philanthropic Giving (PDF)

Making a Gift of Appreciated Securities (PDF)

IRA Rollover (PDF)

Combating Market Fluctuations (PDF)

© RMC Research Education Foundation, 2007