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Comprehensive estate- and wealth-transfer planning
Understanding the transfer-tax system
Learning about wealth-transfer techniques
Active financial planning
Increasing cash flow—charitable gift planning helps minimize taxes
Shifting to income-producing assets
Assisting children with debt through annual gifts
Assisting grandchildren with education expenses
Concern with the financial future of the next generations
Using trusts and wealth-transfer strategies to achieve goals
Taking advantage of charitable trusts to optimize family wealth transfers and maximize tax benefits
Charitable bequest
If you would like to make a substantial gift to charity but you do not have the current disposable income or assets to do so now, consider a charitable bequest.
Cash, checks, and credit cards
A gift of cash is easy to make, and the gift is not subject to gift or estate tax. A contribution of cash or by a check that is postmarked in December is deductible for that tax year—even if Loyola receives it in January—provided the account against which the check was written had sufficient funds to cover it in December. A contribution by credit card must be made by December 31 in order to be deductible for that tax year.
Charitable gift annuity
In exchange for your gift, Loyola will provide payments for life to you or a beneficiary you designate.
Deferred-payment charitable gift annuity
If you are making the maximum annual contribution to your retirement account but are unsure whether there will be enough income when you retire, consider establishing a deferred-payment charitable gift annuity with Loyola.
Charitable remainder unitrust
Provides for annual payments to the designated beneficiary(ies) of a specified percentage—at least 5% of the value of the trust as it is valued each year. Since the value may vary year to year, the payments may also vary.
Charitable remainder annuity trust
Provides for payment of a fixed-dollar amount—annually or at more frequent intervals—to the designated beneficiary(ies). The amount must equal at least 5% of the initial fair-market value of the trust.
Gifts of retirement plans at death
Retirement-plan benefits left to heirs are often more highly taxed than other assets. Consider giving them to Loyola instead to make a meaningful gift and leave other assets to heirs.
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