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Office of Gift Planning
Bradley University
1501 W. Bradley Avenue
Peoria, IL 61625
800-327-7886
309-677-4778
dcleveland@bradley.edu
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Gift of Retirement Assets

Gift of Retirement Assets
Retirement Assets
Bradley
What To Give
A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift to Bradley University.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. Make a gift and help further our mission.

Leave your retirement assets to us

Did you know that 50%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis (such as real estate and stock) and give the retirement assets to Bradley University. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

How to transfer your retirement assets

Your retirement assets may be transferred to Bradley University by completing a beneficiary designation form provided by your plan custodian. If you designate Bradley University as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

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