Planned Giving

Giving from Your 401k or IRA Retirement Plan

Leave family the balance of savings and checking accounts, and donate double-taxed assets like IRAs to us.

You've worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, reduce federal taxes, and support Marmion far into the future.

How It Works

Name or designate Marmion as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
Pass the balance of your retirement assets to Marmion by contacting your plan administrator.
Important! Tell Marmion about your gift. Your plan administrator is not obligated to notify us, so if you don't tell us, we may not know.

70 ½ or older? Make a “Tax-Free” Gift Through Your IRA

Qualified Charitable Distribution (IRA Rollover)

Note: The SECURE Act increased the MRD (Minimum Required Distribution) age from 70½ to 73. The age for a Qualified Charitable Distribution (QCD), however, still remains at 70½.

Benefits

Continue to take regular lifetime withdrawals.
Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.
Your heirs avoid the potential double taxation on the assets left in your retirement account.

Guardian Angel Fund

Marmion’s Guardian Angel Fund was established to assist families who are experiencing financial hardships continue and/or complete their Marmion experience. By making a gift to this fund, you directly help these families who have been planning for and dreaming of providing their child with the Marmion Advantage.

Donate

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.

Support Giving Tuesday

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.

Event Details

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.

Donate

Ways to Give

Planned Giving

Did you know there are creative ways to support Marmion beyond traditional giving? Planned gifts allow you to make a lasting impact while creating meaningful benefits for you and your family through thoughtful planning.

Contact Advancement

View Brochure

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.

Planned Giving

Giving from Your 401k or IRA Retirement Plan

How It Works

70 ½ or older? Make a “Tax-Free” Gift Through Your IRA

Benefits

Next

Ways to Give

Guardian Angel Fund

Ways to Give

Giving Tuesday

Ways to Give

Salute to Youth

Ways to Give

Day of Giving

Ways to Give

Planned Giving

Advancement

Meet the Advancement Team

Kathleen Hausmann

Fr. Charles Reichenbacher, OSB '59

Maria Asher

Tyler Friel '11

Terri Rios

Jessica Brown

Rhonda Cousins

Sheila Bangs