Planned Giving

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Build Your Legacy

Bellarmine University maintains a strong foundation in the liberal arts while educating the whole person. We produce career-ready graduates who are also prepared for full lives through hands-on experiences, critical thinking and collaboration skills, and character. We also engage with our community through service efforts, professional partnerships, and athletics programs in an equitable and inclusive environment. 

Leaving a gift to Bellarmine in your will or other estate plans helps us to offer our high-quality education to students in a way that allows you to do the following: 

  • Carry your values, heritage and legacy at Bellarmine forward into the future beyond your lifetime;
  • Give a significant gift after you and your family are no longer in need of the funds yourself;
  • Give a gift in a way that may have tax advantages now or that reduces your estate taxes in the future.
     
 

Make a Bequest

A bequest is a gift provision in your will or revocable living trust. All assets, including cash, securities, real estate, and tangible personal property, may be transferred to Bellarmine University at the end of your life. 

Learn About Bequests

 

QCD and RMDs

The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Bellarmine University.

Learn About IRA

 

Beneficiary Designation

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

Learn About Beneficiary Designations