Planned Giving

Charitable Remainder Unitrust

A charitable remainder unitrust offers maximum flexibility with regards to the investment and benefits of your gift plan.



How It Works

  • You transfer cash, securities, or other appreciated property into a trust. The required minimum for this type of gift is $100,000.
  • The trust pays a percentage of the value of its principal, which is valued annually, to you or beneficiaries you name.
  • You may use your real estate to fund a charitable remainder unitrust (CRUT), which may be structured to provide lifetime income for you and/or others, or income for a term of years.
  • When the trust terminates, the remainder passes to Marmion in support of their overall mission.

Benefits

  • Receive income for life or a term of years in return for your gift. 
  • Receive an immediate income tax deduction for a portion of your contribution.
  • Pay no up-front capital gains tax on appreciated assets you give.
  • You may be able to make additional gifts to the trust as your circumstances allow for additional income and tax benefits.


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

    Maria Asher

    Assoc. Director of Major Gifts
    masher@marmion.org
    (630) 966-7642

    Tyler Friel '11

    Terri Rios

    Jessica Brown

    Rhonda Cousins

    Advancement Office Manager
    rcousins@marmion.org
    (630) 966-7628

    Sheila Bangs