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Gifts from Your Will or Trust

Need to preserve assets? You can plan a gift to us that will take effect only after your other obligations are fulfilled.



How It Works

  • Include a gift to Marmion in your will or trust. (Here is sample bequest language for your will.)
  • Make your bequest unrestricted or direct it to a specific purpose.
  • Indicate that you would like a percentage of the balance remaining in your estate or trust, or indicate a specific amount.
  • Tell us about your gift so we may celebrate your generosity now.

Important Related Topics

Benefits

  • Your assets remain in your control during your lifetime.
  • You can modify your gift to address changing circumstances.
  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.


Marmion Academy

1000 Butterfield Rd. Aurora, IL 60502 | (630) 897-6936

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