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How to Give

How To Give

There are other ways to plan your gift to Bellarmine besides making an outright gift to support the Annual Fund or to create an Endowed Scholarship or academic program. Click on a gift model below to learn more.

  • Bequest
    You designate Bellarmine University as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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  • Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Gift Annuity
    You transfer cash or appreciated property to Bellarmine University in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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  • Charitable Remainder Unitrust
    You transfer cash or appreciated property to fund the CRUT. The trust sells your property tax free and provides you a percentage of the Unitrust annually for life or a term of years. You can add to this type of trust.
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  • Charitable Remainder Annuity Trust
    You transfer cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years. You cannot add to this trust.
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  • Charitable Lead Trust
    Bellarmine takes the lead! You fund a trust that makes gift to us for a number of years that you determine, then you family receives the trust reminder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • Bargain Sale
    We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to charity.
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  • Life Estate
    You deed your home to Bellarmine but retain the right to live there during your lifetime.
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