Ways to Give
Ways to Give
Gifts by Will or Trust
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Loyola.
Naming Us in Your Assets
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.
The IRA Gift (QCD)
The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Loyola.
Life Income Gifts
Support Loyola while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.
Charitable Lead Trust
Make a substantial gift to Loyola in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.
Retained Life Estates
Donate your home, farm or a second home to Loyola and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.
Bargain Sale
Receive immediate cash and make a gift to Loyola by selling to us a valuable asset, such as real estate, for less than it is worth.
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 Loyola.
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 Loyola'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 Loyola.
Personal Property
A gift of artwork, coins, antiques, or other personal property can be an excellent way to support Loyola.
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.
Charitable Gift Planning Home
Have questions?
We’re here to help you explore the best options to support your family while also leaving a legacy at Loyola.