iufoundation.planmylegacy.orgPlanned & Estate Gifts | Indiana University

PlannedEstate Gifts | Indiana UniversityIndiana University Indiana University IU Menu Indiana University Foundation PlannedEstate Gifts Home Easy Gifts Wills and Living Trusts Beneficiary Designations Give From Your IRA Scholarships Income Gifts Charitable Gift Annuities Charitable Remainder Trusts More Ways to Give Appreciated Securities Real Estate Donor Advised Funds Memorials and Tribute Gifts Endowed Gifts Charitable Lead Trusts ResourcesMore Gift Illustrator Your Planning Library Bequest Language Planning Toolkit Arbutus Society Why We Give For Professional Advisors Contact Us Make a Big Impact With a Future Gift Did you know that there are many ways to support Indiana University besides writing a check? With a little planning, you can include a gift to the IU Foundation within your overall estate or financial plan that preserves the university's mission and provides you with tax benefits in return. Already included us in your estate plan? Let Us Know You Decide How You Give. Start Here. Uncover the giving option that works best for your goals. Giving Amount Under $25,000 $25,000 to $99,999 $100,000 to $999,999 $1 million or more Under $25,000 The most popular options for a gift in this range: Gift of Cash Outright Gift of Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations $25,000 to $99,999 The most popular options for a gift in this range: Gift of Cash Outright Gift of Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations $100,000 to $999,999 The most popular options for a gift in this range: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Charitable Gift Annuity Charitable Remainder Trust Charitable Lead Trust $1 million or more The most popular options for a gift in this range: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Charitable Remainder Trust Charitable Lead Trust Age Under 40 40-54 55-69 70+ Under 40 The best gift options for you: Gift of Cash Outright Gift of Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Beneficiary Designations 40-54 The best gift options for you: Gift of Cash Outright Gift of Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Beneficiary Designations 55-69 The best gift options for you: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations Charitable Remainder Trust Charitable Lead Trust 70+ The best gift options for you: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations Smart Giving From Your IRA Charitable Remainder Trust Charitable Lead Trust Assets Cash Appreciated Securities Retirement Plan Assets Real Estate Donor Advised Funds Cash Most popular ways to give this asset: Gift of Cash Gift in Your Will or Living Trust Charitable Gift Annuity Donor Advised Fund Charitable Remainder Trust Charitable Lead Trust Appreciated Securities Most popular ways to give this asset: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Gift Annuity Donor Advised Fund Charitable Remainder Trust Charitable Lead Trust Retirement Plan Assets Most popular ways to give this asset: Beneficiary Designations Smart Giving From Your IRA Charitable Remainder Trust Donor Advised Fund Real Estate Most popular ways to give this asset: Gift in Your Will or Living Trust Charitable Gift Annuity Charitable Remainder Trust Charitable Lead Trust Our Top Resource This comprehensive estate planning kit will help you protect loved ones, organize everything in one place, and save on taxes. Download My Kit Sample Language for Your Will Get the legal language to share with your attorney to make a gift in your will or living trust. Federal tax ID number: 35-6018940 Get Sample Language Join the Arbutus Society Make a gift for the future of IU and become a valued member of the Arbutus Society. Join Now Supporters Like You Our donors empower our students to reach their full potential. Here are their inspiring stories. Meet Our Donors Calculate Your Benefits Get a personalized look at how different gifts can support your financial goals. Gift Illustrator 3 Must-Have Resources These free guides can help you secure the future for the people and causes you care about. Free Resources What's New? Highest Rates in 16 Years: The Amazing Benefits of the Charitable Gift Annuity Bequest Language for a Gift In Your Will Beneficiary Designations View All Articles Not Sure How to Begin? To get started, answer a few simple questions . Not Sure How to Begin? I am most interested in making a gift to Indiana University that: Question 1 Option 1 Allows me to see my gifts in action during my lifetime. Question 1 Option 2 Leaves a legacy at Indiana University and will benefit our mission after my lifetime. The financial benefit that most interests me is: Question 2 Option 1 Obtaining an income tax deduction. Question 2 Option 2 Eliminating or reducing capital gains tax. Question 2 Option 3 Giving without affecting my disposable income. Question 2 Option 4 Creating a secure financial future for my family. The financial benefit that most interests me is: Question 3 Option 1 Receiving regular payments for myself, my spouse, or a loved one. Question 3 Option 2 Retaining flexibility and control of my assets. Question 3 Option 3 Saving on estate taxes. Question 3 Option 4 Obtaining an income tax deduction. You should consider: An outright gift of cash An outright gift of appreciated securities An outright gift of tangible personal property Creating a donor advised fund You should consider: A gift of appreciated securities A gift of appreciated tangible personal property Creating a donor advised fund with appreciated assets You should consider: A gift of appreciated securities A gift of tangible personal property You should consider: Creating a charitable lead trust You should consider: Creating a charitable gift annuity Creating a charitable remainder trust You should consider: A gift in your will or living trust Naming us beneficiary of your retirement plan assets, life insurance, bank accounts, or investment accounts You should consider: A gift in your will or living trust Naming us beneficiary of your retirement plan assets, life insurance, bank accounts, or investment accounts Creating a charitable remainder trust You should consider: Creating a charitable gift annuity Creating a charitable remainder trust Have a Question? Our planned giving team would be happy to speak with you in confidence, with no obligation. Contact Us Twitter Facebook Instagram YouTube LinkedIn Create a safe and secure estate plan. Free! Federal tax ID number: 35-6018940 © 2024 Indiana University Post Office Box 500, Bloomington, IN 47402 Privacy Notice Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the...