Planned Giving
Charitable Lead Trust
Your hard work has paid off and your business is growing. How can you preserve some of its value for your family?
How It Works
- You contribute securities or other appreciated assets to a Charitable Lead Trust. Our suggested minimum gift is $1,000,000.
- The trust makes annual payments to Marmion for a period of time.
- When the trust terminates, the remaining principal is paid to you or heirs.
Benefits
- Income payments to us for a term reduce the ultimate tax cost of transferring an asset to your heirs.
- The amount and term of the payments to Marmion can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
- All appreciation that takes place in the trust may go tax-free to the individuals named in your trust.
Next
- Frequently asked questions about Charitable Lead Trusts.
- Contact us so we can assist you through every step.
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