Marquette campus in the spring.

Qualified Charitable Distribution (QCD) or “IRA Rollover” Gifts for Donors Aged 70½ or Older

Gifts from Retirement Plans During Life Age 70½+ Diagram

How It Works

  1. You are 70½ or older and instruct your plan administrator to make a direct transfer of up to $100,000 to Marquette
  2. Plan administrator makes transfer as directed to Marquette

Benefits

  • Your gift is transferred directly to Marquette; since you do not receive the funds, they are not included in your gross income*
  • Your gift will count towards your minimum distribution requirement, which, under the 2019 SECURE Act, begins at the age of 72
  • You support the programs that are important to you at Marquette

*No income-tax deduction is allowed for the transfer.

More Information

Contact Us

Katie Hofman
Managing Director, Planned Giving
(414) 288-0396
Kathryn.Hofman@marquette.edu

Cathy Steinhafel, Law '89
Senior Director of Development, Planned Giving
(414) 288-6501
Catherine.Steinhafel@marquette.edu

 

Steve Farwig
Director of Development, Planned Giving
(414) 288-0214
Stephen.Farwig@marquette.edu

Eileen Jennings Strachota
Director of Development, Planned Giving
(414) 288-0344
Eileen.Jennings@marquette.edu

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