Giving Back
Maryville College has been recognized as one of the top comprehensive colleges in the South by U.S. News & World Report. Students at MC receive a world-class liberal arts education thanks in large part to financial gifts from alumni, parents, companies, foundations, churches, faculty, staff, and friends.
To make a gift to Maryville College by mail, please send a check payable to “Maryville College.” Our address is:
Maryville College
Office of Institutional Advancement
502 E. Lamar Alexander Parkway
Maryville, TN 37804
- You may also make a secure online gift by credit card or
- Call our direct line (865) 981-8196
- For your convenience, we also offer monthly recurring gifts
- Faculty and staff may also choose to use the payroll deduction form (available on MC Insider)
- Those who wish to make pledges may submit the linked online pledge form.
For assistance, please contact Meghan Fagg-Smith, Director of Annual Giving, at (865) 981-8191 or meghan.fagg@maryvillecollege.edu.
You can double the impact of your gift by utilizing your company’s matching gift program. If your employer has a matching gift program, you can obtain a matching gift form from your human resources or personnel department. After completing the form, please mail it to the MC Advancement Office at the address above. If you need assistance, please contact Meghan Fagg-Smith, Director of Annual Giving, at (865) 981-8191 or meghan.fagg@maryvillecollege.edu.
Endowed gifts support Maryville College today and into the future by funding student scholarships, faculty positions, and other institutional priorities. Endowed gifts may be unrestricted to support the most pressing needs at Maryville College or designated for a specific purpose.
How to Give – Create your Legacy through a Planned Gift
Charitable gifts help you meet your current philanthropic goals and extend your generosity well into the future. A planned gift can also protect assets, provide for your family, and provide income for life. You can have a transformational impact on the College and leave a legacy across generations of Maryville College students that will cost your nothing in your lifetime.
Ways to Make a Planned Gift
The College accepts planned gifts of any size in the form of bequests, life insurance policies, charitable remainder trust, charitable gift annuities, charitable lead trusts, and transfer of stocks, securities, or cash. We recommend reviewing gift options to determine which planned giving vehicle is right for you.
Find a Giving Option that is right for you >
How a Planned Gift or Bequest Works
A planned gift or bequest is one of the easiest ways to make a gift. With the help of an attorney, you can include language in your will or trust specifying a gift be made to Maryville College.
Ways to leave a bequest to Maryville College
* Include a bequest provision for Maryville College in your will.
* Transfer appreciated assets to Maryville College.
* Designate Maryville College as a full, partial, or contingent beneficiary of a retirement account (IRA, 401(k), 403(b) or pension)
* Name Maryville College as a beneficiary of your life insurance policy.
* Percentage bequest – designate a percentage of your estate.
* Specific bequest – make a gift of a specific dollar amount or specific asset.
* Residual bequest – make a gift from the balance or residual of your estate.
Gifts by Will and Living Trusts
Include a bequest provision in your will or revocable trust and at your death Maryville College receives the bequest you specified. Your estate will benefit from an estate tax charitable deduction for the gift, reduce the burden of taxes on your family, and leave a lasting legacy at Maryville College.
The Society of 1819 at Maryville College
Maryville College established the Society of 1819 to honor the alumni and friends who have made testamentary provisions for the College in their estate plans, through bequests, trusts or other planned gifts.
The Society of 1819 recalls the year of our founding and is the College’s way of honoring your thoughtful and forward-looking commitment to our future. By sharing your intention, you help ensure the continued success of Maryville College and you also inspire others to consider how their own legacy can make a lasting difference. Please let us know if you have included a provision for the College in your estate plans through the prestigious Society of 1819.
If you are 70-1/2 or older, you can reduce your taxable income and support your philanthropic priorities by requesting your IRA custodian to direct your IRA required minimum distribution (RMD) to Maryville College. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
Benefits of an IRA charitable rollover
- Avoid taxes on transfers of up to $100,000 from your IRA to our organization
- Satisfy your required minimum distribution (RMD) for the year
- Reduce your taxable income, even if you do not itemize deductions
- Make a gift that is not subject to the 50% deduction limits on charitable gifts
- Help further the work and mission of our organization
How an IRA charitable rollover gift works
- Contact your IRA plan administrator to make a gift from your IRA to us.
- Your IRA funds will be directly transferred to our organization to help continue our important work.
- Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
- Please contact us if you wish for your gift to be used for a specific purpose.
For specific information, please contact Diana Canacaris, Director of Major Gifts at diana.canacaris@maryvillecollege.edu, (865) 981-8198.
Donors may enjoy substantial tax savings by transferring gifts of appreciated securities to Maryville College. In addition to receiving a charitable deduction for the full fair market value of such a gift, you completely avoid the capital gains tax, and any sales commission that would be payable upon the sale of the security. The gift of stock is determined by taking the average between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift. Stock held in custody with a brokerage firm or bank trust department can be transferred directly from the custodian firm or bank to the Maryville College account at PYA Waltman/JP Morgan Chase, NY.
Step 1: Please notify the College of your intentions
It is important that the Office of Advancement receive information about the gift to provide proper and timely gift credit. Please notify Eric Bellah at 865-981-8225 or eric.bellah@maryvillecollege.edu.
Please provide
- Name of donor(s)
- Number of shares and name of security
- Name of brokerage firm and contact person there
- Intended transfer date
- Your intended designation for the gift
Step 2: Transfer of securities
Marketable securities held in a brokerage or trust account can be transferred electronically through the Depository Trust Company (DTC) institutional delivery (ID) system, which places the stock directly into an investment account maintained by the College which is custodied at Fidelity Investments. For the donor’s information, the valuation of the gift is calculated as the mean price (high-low average) of the securities as traded on the date they are transferred to a Maryville College account.
Information your broker or bank official may need:
- Participant Number DTC Clearing: 0226 (DTC#)
Custodied at Fidelity Investments - Maryville College: 676-380993
- Deliver nonnegotiable securities to:
National Financial Services LLC
499 Washington Blvd – Fifth Floor
Jersey City, NJ 07310
Brokerage Wiring Information: (Wire to)
- JP Morgan Chase, NY
- ABA number: 021-000-021
- For Credit to: National Financial Services LLC
- NFS Account # 066196-221
- FBO: Maryville College 676-380993 (include contribution type on IRAs)
You may also contact April Smith at asmith@pyawaltman.com or Amy Gattis at agattis@pyawaltman.com. They can both be reached at (865) 693-6301.
If you are interested in making a gift via wire transfer, please call or email Eric Bellah at 865-981-8225 or eric.bellah@maryvillecollege.edu.