Loyola University Chicago

Gift Planning

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Ways to give

Create your legacy through a planned gift

Charitable gifts help you meet your current philanthropic goals and extend your generosity well into the future. But did you know that a planned gift can also protect your assets, provide for your family, and guarantee you income for life? You can even make a significant impact through a gift that costs nothing in your lifetime (through a charitable bequest under your will).

Six ways to make a planned gift

To read about one of the six basic ways to make a planned gift, select the one below that best fits your situation.

Bequests allow you to secure an estate-tax deduction for the value of your gift.
You can support Loyola and retain income for yourself and loved ones.
Lead trusts allow you to benefit Loyola now, then your heirs.
Consider retirement-plan benefits for a significant gift to Loyola.
An estate note is an irrevocable pledge or debt against the donor's estate.
Giving cash is simple, but giving assets such as stocks often offers additional tax savings.


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