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Giving Options

Learn how to make a gift that provides tax benefits and even life income. Giving to our cause can be done directly or through a gift model that can provide tax benefits and even income. Please review our SIU Foundation web page to explore the different options of giving. You will see how you can receive your next tax benefit through bequests, IRA rollovers, charitable gift annuities and many more. 

Our forms and policies can be found here

Endowments

An endowment account is created under the terms of a gift agreement, which indicates the account is not wholly expendable on a current basis. Contributions to an endowment can be in the form of cash, securities, life insurance or real estate. You may also establish an endowment through planned giving options, including your will or charitable trusts. For more information, click on the link above.

Bequests

You designate SIU Medicine as the beneficiary of your asset by will, trust or beneficiary designation form.

IRA Rollover

Congress enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2015, 2016 and beyond.

Beneficiary Designation Gifts

You can designate SIU Medicine as a beneficiary of a retirement, investment or bank account or your life insurance policy.

Charitable Gift Annuity

You transfer your cash or appreciated property to SIU Medicine in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

Charitable Remainder Unitrust

You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.

Charitable Remainder Annuity Trust

You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.

Charitable Lead Trust

You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.

Sale and Unitrust

You give a portion of your property to SIU Medicine to fund a charitable remainder trust; when the property sells, you receive cash and income for life.

Bargain Sale

We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.

Give It Twice Trust

You provide your children with a stream of income while making a gift to charity.

Life Estate Reserved

You give your property to SIU Medicine but retain the right to use the property during your life.