Cash gifts are an easy way to give. Cash gifts of any size can have an immediate impact on MUHS. The limit on fully deductible cash gifts is a maximum of 50 percent of your adjusted gross income. Anything more can usually be carried forward and deducted over a maximum of five subsequent years.

Please make checks payable to Marquette University High School. If checks are not accompanied by a letter or enclosed in a MUHS return vehicle, we ask that you indicate in the check’s memo line your intention for the gift. Mail checks to:

Development Office
Marquette University High School
3401 W. Wisconsin Avenue
Milwaukee, WI 53208

Donate Online! MUHS accepts Visa, MasterCard and Discover. Sorry, we do not accept debit cards or American Express. Gifts via credit card may be made electronically by accessing our secure Online Giving Form, or over the phone by calling 414-933-7220, ext. 3067.

Gifts of security can provide the donor with a tax deduction and avoid capital gains tax. You may make a gift of securities to MUHS through your broker. In order to assure proper credit for your gift, we will need to know your name, the name of the stock, the number of shares and the transfer date. The gift is complete when the stock is transferred to MUHS. For information on gifts of stock and securities, please contact:

Ms. Deb Langkau 
Securities Coordinator and Administrative Assistant
Records and Research
414-933-7220, Ext. 3068
langkau@muhs.edu

Please note: Do not sell the securities; you must transfer the securities to the school’s brokerage account to receive the most advantageous tax treatment.

Many companies will match the contributions that employees (some match retired employees as well) make to nonprofit organizations such as Marquette University High School. Under a corporate matching gift program, gifts made by a company's eligible employee or employee's spouse are matched with company or corporate foundation funds—sometimes doubling or tripling the initial gift. To initiate a matching gift, ask your personnel or human relations office for the company's matching gift form and send it along with your donation to MUHS. Please note that a matching gift does not increase your charitable deduction but does count toward your total giving for recognition in our giving club levels.

In addition to financial contributions, the school welcomes donations of goods and services that support the operation of the school. These may include tangible gifts of office equipment and furniture, or needed services such as landscaping and architectural design, painting and repairs, or printing services to name a few.

Please understand that the school may not be able to accept all items. Donations may be declined if the items cannot be used, stored, or readily sold.

Funds raised through special events go directly to the operating expenses of MUHS. In order to maximize profits from these events, donors may choose to underwrite costs associated with an event such as food and printing costs. For more information about sponsoring an event, contact:

Ms. Dyanne Reinke 
Special Events Coordinator 
414-933-7220, Ext. 3188 
reinke@muhs.edu

Will Bequest

A bequest is a gift made through a donor’s will and is the simplest and most common planned gift. The advantages of making a gift through a bequest are that the donor does not have to part with any property until after death and gift and estate taxes are avoided. Distributions can be made either as a specific dollar amount or as a percentage of the estate. For more information on how to make a will bequest for the benefit of Marquette University High School, contact:

Mr. John Thimmesch, ’77 CFRE
Vice President of Development
414-933-7220, Ext. 3044
thimmesch@muhs.edu

Specific Bequest

Marquette University High School receives a designated amount or asset from the estate. This designated amount can be either a fixed dollar amount or a stated percentage of your estate. You may have a particular asset that is more appropriate as a charitable gift than as a gift to specific individuals. Often real property falls into this category. Generally bequests are found at the beginning of your will document and are distributed before the remainder of the estate.

Residual Bequest

After each specific bequest has been provided for, Marquette University High School receives all or a fractional portion of the estate residue. The most common form of residual bequest expresses the gift as a percentage of the residue. By stating the gift as a percentage, you allow for the increase and decrease in the value of your residuary assets. Thus, the designated gift portion remains constant, but the actual value fluctuates (hopefully increasing) with the value of the residue.

Contingent Bequest

Marquette University High School receives all or a designated portion of the estate only in the event of the death of another beneficiary.

Trust Remainder Bequest

A trust can be created through a will or with an agreement that provides for a lifetime income to a loved one. Marquette University High School receives all or part of the remaining trust principal after the death of the income beneficiary.

An easily established trust can provide a current charitable deduction in addition to income to you during your lifetime. This meaningful gift can be especially appealing by increasing the income you receive from low-yielding stocks. The income can be distributed to you, your spouse or other designee, after which the assets would be distributed to Marquette University High School.

Until the time that the Charitable Rollover provision passes Congress and becomes law, the unused portion of an IRA can be passed to MUHS tax-free. Passing the remainder to a family member would result in a considerable tax loss.

The contribution of a life insurance policy can provide a significant gift in a manner that can be especially attractive to younger donors. Marquette University High School offers recognition for the amount of the annual premium. By designating MUHS as both the owner and beneficiary of a life insurance policy, the premiums are tax-deductible to the donor. If a fully paid life insurance policy is gifted the cash surrender value of the paid policy at the time of the gift is deductable to the donor.

Gifts of real estate may include developed property, undeveloped property, or gifts subject to a prior life interest. Real Estate may be given outright or through a bequest, or may be used to fund a charitable trust or other life income plans.