Planned Giving

chapel

What You Can Give

Learn which assets are most commonly used to fund a gift.

two students laughing

Stocks & Bonds

Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting Bellarmine University.
Bellarmine trolley in a snowfall

Retirement Assets

A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding Bellarmine's future.
student walking on campus by the Cube sculpture in the fall

Life Insurance

Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.
campus, view of a chapel

Real Estate

A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to Bellarmine.
back of a student's jean jacket with Bellarmine painted on it

Personal Property

A gift of artwork, coins, antiques, or other personal property can be an excellent way to support Bellarmine. Your gift of personal property will save you income taxes, provided you itemize, and capital gains taxes.
students sitting on a ground on campus

Donor-Advised Fund

A Donor-Advised Fund can provide you with immediate tax benefits while making your charitable giving easier for years to come. Might a donor-advised fund be right for you? Here’s how it works.