Brick by Brick - Planned Giving Program for Marist High School
Let us help you make the gift that's right for you.
A legacy gift enables you to support Marist High School, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including Marist High School in your will or trust, naming Marist as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support for years to come. Your gift will have a real, lasting impact.
Contact us to learn more and to get started.
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Join The Hermitage Society
When you make a gift to Marist High School from your will or trust, you'll be welcomed into The Hermitage Society and join other supporters and friends of our important mission.
Why is it named The Hermitage Society?
The image of building something by hand, stone by stone, brick by brick, gives one the sense of commitment and accomplishment. Our planned giving program to continue our important mission at Marist High School Chicago is no different.
The building, called the Hermitage, that Saint Marcellin and the Brothers built by hand, brick by brick, still stands today. It is in this spirit that we have built and continue to evolve Marist High School Chicago, wing by wing and student by student.
Is Marist High School already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.
How to Give
Not only do you have options for how your gift to Marist High School will be used, you also have options on what to give and how to give.
Gifts From Your Will
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
View Bequest Language
Charitable IRA Rollover and Mandated Distribution
If you’re 70 ½ or older, you can make a gift directly from your IRA to Marist. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution which may lower your current tax bracket.
View IRA Rollover Information
Appreciated Stock
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
View Stock Transfer Information
Retirement Accounts
Naming Marist High School as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other Donor Advised Funds, will accomplish a charitable goal while realizing significant tax savings.
View Beneficiary Gifts
Beneficiary Designation and Paid-Up Policies
Name Marist High School as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Marist High School as the owner and beneficiary.
Learn More about Life Insurance
Beneficiary Designation and Grants
Designate Marist as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your Donor Advised Fund.
Learn More about DAFs
Other Planned Giving Vehicles
There are many other ways to support Marist High School through a planned giving vehicle. Please discuss options with your professional advisor. Other options include Charitable Gift Annuities and Charitable Trusts.
Creating A Named Endowment
At Marist, we invite donors to establish named endowments with a minimum contribution of $50,000.
Donation Options
- One-Time Donation: Donors may contribute the full amount upfront.
- Pledge Option: Alternatively, donors may pledge $10,000 per year over five years. Under this arrangement, financial aid distributions can begin once the second $10,000 payment has been made.