Looking for a great way to make a tax-free gift to Bellarmine University? With tax-smart charitable gift planning, consider supporting a quality Catholic education that educates mind, body, and spirit.

Beneficiary Designations: Designate Bellarmine as a beneficiary of your retirement accounts, life insurance policies, donor advised funds, or other accounts. This gift is not subject to income or estate tax, and it is as easy as filling out a form. You can obtain a “change of beneficiary” form by contacting your retirement plan administrator.

Gifts of Appreciated Stock: Avoid capital gains liability and receive an income tax deduction.

Qualified Charitable Distribution (QCD): If you are age 70½ or older, a QCD allows you to contribute up to $108,000 from your IRA each year directly to Bellarmine with no tax on the withdrawal. Follow your financial institution’s forms and procedures to ensure you receive the tax benefits of a QCD. 

We are ready to work with you and your advisors to craft a gift that makes the most tax sense for you. Have you already named Bellarmine in your estate plans? Please let us know!