Planned Giving at Benedictine University

Contact us
Jason Leppin
Associate Director for Major, Corporate and Planned Giving

By mail
University Development
Benedictine University
5700 College Road
Lisle, IL 60532

Phone
(630) 829-1814

E-Mail
jleppin@ben.edu

Hours
8:30 a.m.- 4:30 p.m.

Planned Giving
Charitable Remainder Annuity Trust

The  Office of University Development is committed to the continued advancement of  Benedictine University. We challenge our alumni and donors to support the  University in order to transform our future and ensure the growth and  development of the institution and our students.

A charitable remainder annuity trust is attractive to donors who want fixed annual payments. Unlike a gift annuity, which also pays a fixed annual payment, an annuity trust allows you to remember other charities as well as Benedictine when the trust makes a final distribution at your death. You receive fixed annual payments in an amount designated by you in the trust agreement. The annual payment remains the same throughout your life, assuming the sufficiency of the annuity trust assets. The annuity trust is an option for gifts of cash or marketable securities.

Benefits of a Charitable Remainder Annuity Trust

  • Fixed lifetime income
  • Income tax deduction at time of contribution
  • Avoidance of capital gains taxes at contribution and sale of appreciated property
  • Significant investment in Benedictine University


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News
February 4, 2016
Alumna’s dream for a rewarding career comes true at Disney
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January 29, 2016
Benedictine/Roosevelt University conference honors Black History Month
Read More >>

January 28, 2016
Benedictine’s Ph.D. in Organization Development readies executives for world of turbulent change
Read More >>



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