Make a Future Gift of Retirement Assets or Life Insurance

Search For My Custodian:

	IRA web page
Notify us of your beneficiary designation gift
Your Name Your Email Comments Send
Thank you for considering a beneficiary designation gift to us. The website link will take you to your retirement plan custodian's website, where you may be able to log in and include Marist School as a designated beneficiary. Another option is to use the phone number to call your retirement plan custodian. They will assist you in updating your beneficiary designation. If you would like to notify us of your generous beneficiary designation, please complete the Notify us of your Beneficiary Designation section.

Your Name

Your Address (Street or P.O. Box)

Your ZIP

Notify us of your IRA gift

Your Email Comments Send

Create Letter

Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section.

Beneficiary Designation Gifts

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension, or other tax-deferred plan, is an excellent way to make a gift to Marist School.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. When you gift your unused retirement assets to Marist, you help advance our mission of educating the whole person in the image of Christ.

Beneficiary Designation Gifts

Donor

Designation Form

Account Custodian

Property
(IRA/Investment)

Marist

Benefits of gifts of retirement assets

• Simplify your planning
• Support Marist and other organizations that you care about
• Continue to use your account as long as you need to
• Heirs can instead receive tax-advantaged assets from the estate
• Receive potential estate tax savings from an estate tax deduction

How to make a gift of retirement assets

To leave retirement assets to Marist School, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Marist School as beneficiary, the school will benefit from the full value of your gift because your retirement assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

Future gifts from your retirement assets

Did you know that 40%-60% of retirement assets may be taxed if left to heirs? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to Marist School. As a nonprofit educational institution, Marist is not taxed upon receiving an IRA or other retirement plan assets. Please use the "Make a Future Gift of Retirement Assets or Life Insurance" tool at the top of the page to contact your retirement plan custodian and designate a future gift to Marist School.

Gifts of life insurance

A gift of a life insurance policy is an excellent way to support Marist School. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to Marist. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults. You can name Marist as a full, partial or contingent beneficiary of your life insurance policy. Click here to learn more about gifts of life insurance.

Contact us

If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you.

Thank You

Your message has been sent.