Marquette campus in the spring.

Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

  1. You name Marquette as beneficiary for part or all of your retirement-plan benefits
  2. Funds are transferred by plan administrator at your death

Benefits

  • No federal income tax is due on the funds that pass to Marquette
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at Marquette

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of 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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