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Welcome to the March of Dimes
Planned Giving
Thank you for your interest in the March of Dimes. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at the March of Dimes who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. Please contact us if you want no-obligation assistance in planning a gift.
For your attorney or planning professional:
Our correct legal name is March of Dimes Foundation, headquartered in White Plains, New York.
Our Federal tax identification number is 13-1846366.
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
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| Weekly Article | | | | | Experience the Benefits of a Unitrust
 Bob and Carol were nearing retirement. Their children were grown and they had worked many years and built successful carreers. One of the greatest joys in their lives was gathering the family for vacations and holidays at their mountaintop cabin. More ... |
Benefits for Family and March of Dimes
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
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Easy IRA Gift
Barbara retired after forty years as a teacher. For many years she faithfully served as a Mother's March volunteer with the March of Dimes, carrying on the family tradition started by her mother. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000. More on Easy IRA Gift >>.
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 | The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
 | Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones.
More on Current Gifts >>. |
 | Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later.
More on Deferred Gift Annuity >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
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Thanks very much for visiting us! I would be very pleased to help you. Simply click here to e-mail me at your convenience.
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Joel Preston
V.P. of Major Gifts
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact jpreston@marchofdimes.com.
If you are a professional advisor, you may take the following steps on this site.
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