Learn which assets are most commonly used to fund a gift.
What You Can Give
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.
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.
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.
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.
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.
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.