Special arrangements can enable you to receive income
for yourself and another designated person, such as an elderly
parent, a child or your spouse. By itemizing deductions, you
get a charitable income tax deduction for your gifts, while
avoiding or substantially reducing capital gains tax on the
sale and reinvestment of highly appreciated, but low-yielding,
assets used to fund the life-income gift.
Such gifts may make it possible for you to give what you
want, rather than what you can afford because you actually
receive income from the gift. Your specific questions regarding
life-income gifts to Bradley University can be answered by
Charitable Gift Annuity
You may transfer cash, securities and/or real estate to the
University and receive a fixed annuity for life. The transaction
is part charitable gift and part the purchase of an annuity.
Charitable gift annuities can be either immediate or
deferred, so that donors can begin receiving their
annuity payments at some specified time in the future, while
immediately receiving a charitable income tax deduction.
Charitable Remainder Trusts
You may transfer cash, securities, and/or real estate to
an irrevocable trust, which then pays you income usually
for your lifetime. You can choose either fixed payments based
on the value of the assets when the trust is first created
or a variable income stream based on the value of the trust
There are many Ways to Give to Bradley University,
but regardless you will have an impact on the University,
its students and faculty who make it exceptional.
For more information about giving to Bradley
University, please contact:
1501 West Bradley Avenue
Peoria, IL 61625
309.677.3161 • Fax: 309.677.2516