Planned Giving
Goals & Benefits
There are many ways to support Marmion. These options will help you achieve different goals.
|
Your Goal |
Your Strategy |
Your Benefits |
|---|---|---|
|
Make an important impact to Marmion that doesn't cost you anything during your lifetime, but that is priceless as part of the legacy that you leave behind. |
Include a gift from your will or trust (cash, specific property, or a share of the estate). |
A great way to provide resources that help Marmion. |
|
Avoid capital gains liability and take an income tax deduction. |
Use gifts of stock or appreciated securities instead of cash to make your gift. |
Buy low and give high — while avoiding capital gains tax. |
|
Leave more of your estate to your heirs. |
Name Marmion as beneficiary of your retirement plan and leave less-taxed assets to family. |
Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs. |
|
Continue to receive benefits back from the assets you give to Marmion — and thus multiply your gift. |
Create a life income plan like a charitable remainder unitrust. |
Receive income for your lifetime, receive a charitable deduction, and diversify your holdings. |
|
Reduce high tax liability now; gain additional income later. |
Establish a deferred gift annuity. |
Receive a larger deduction and a higher income rate than an immediate payment annuity. |
|
Create a long-term gift that won't draw funds from your estate. |
Create a new life insurance policy or donate a paid-up policy of coverage you no longer need. |
Increase your ability to make a significant gift to Marmion. |
|
Reduce gift and estate taxes and leave more of your assets to your heirs. |
Create a charitable lead trust to pay income to Marmion for a fixed time, then pay the remainder to your heirs. |
Reduce gift and estate taxes and freeze the taxable value of growing assets before they pass to your family. |
|
Tap into one of your most valuable assets to make a gift to Marmion. |
Use real estate to make your gift to Marmion. |
Avoid capital gains tax and receive an income tax deduction. |
Ways to Give
Giving Tuesday
At Marmion Academy, #GivingTuesday is an opportunity to direct unrestricted support to the Marmion Fund. These short, high-energy campaigns also help Marmion engage alumni, families, and new donors and can unlock matching grants or local incentive grants when participation goals are met.
Ways to Give
Salute to Youth
Salute to Youth is an annual fundraising event, hosted by the Marmion Benedictines and Board of Trustees. This cherished tradition brings together parents, alumni, and friends of Marmion for an evening that celebrates the senior class while raising vital support for the school. Guests enjoy a cocktail reception, gourmet dinner, and live music in an elegant setting.
To learn more about the event please contact, Kathleen Hausmann, Executive Director of Advancement, at khausmann@marmion.org.
Ways to Give
Day of Giving
Marmion Academy’s annual Day of Giving is a time for our community to unite in support of our mission to form young men and women of faith, character, and leadership. Every gift makes a lasting impact, supporting scholarships, academic and extracurricular programs, campus resources, and leadership opportunities while carrying our mission forward for the next generation.
Advancement
Meet the Advancement Team
Our Advancement Team is here to connect your generosity with the mission of Marmion. Their goal is to help ensure every gift makes a lasting impact for Marmion Abbey, Marmion Academy, and Marmion’s Guatemala Mission.
Kathleen Hausmann
Executive Director of Advancement
khausmann@marmion.org
(630) 966-7672
Fr. Charles Reichenbacher, OSB '59
Director of Planned Giving
creichenbacher@marmion.org
(630) 897-6936
Maria Asher
Assoc. Director of Major Gifts
masher@marmion.org
(630) 966-7642
Tyler Friel '11
Director of Alumni
tfriel@marmion.org
(630) 966-7665
Terri Rios
Creative Director
trios@marmion.org
(630) 966-7666
Jessica Brown
Events Manager
jbrown@marmion.org
(630) 966-7654
Rhonda Cousins
Advancement Office Manager
rcousins@marmion.org
(630) 966-7628
Sheila Bangs
Database Specialist
sbangs@marmion.org
(630) 966-7644