Make a plan that changes lives
Plan a gift that benefits your fiscal and philanthropic goals
Much thought goes into finding the perfect gift for someone special—and making a planned gift to IU is just as much of an emotional investment. We offer many ways to make planned gifts based on your goals and circumstances, because we value your satisfaction with your donation as much as the impact your gift will create.
Create a lasting legacy
Any gift—no matter the size or form—makes a difference, creates opportunities, and continues Indiana University’s legacy of excellence. Regardless of how you choose to support IU, your contribution changes lives for the better. Your gift matters immensely to us, and we want it to matter even more to you.
Take advantage of planned giving resources and services
We have assembled a variety of guides and resources to assist you as you plan your legacy. Explore what’s available and remember to reach out if you need help.
- Download the Will and Estate GuideJust getting started? This free guide can help you navigate the estate planning process.
- Find out how to make a bequestReady to make a bequest? We have language you can use to make it official in your will.
- Confirm your planned giftAlready included IU in your will? Complete this form to let us know.
Give today to make a difference tomorrow
When you give now, you can enjoy potential tax benefits and witness the positive impact of your generosity.
- Make a cash giftCash gifts are fast, make an immediate impact, and qualify for an income tax deduction.
- Give appreciated securitiesGifts of appreciated securities qualify for a deduction and bypass capital gains tax.
- Donate from an IRAThere are two ways to make a gift from your IRA, and both have tax benefits.
- Pass on real estateDonating real estate to IU has many benefits beyond tax deductions.
Invest in IU with a planned future gift
Plan a gift that’s given in the future, requiring nothing today beyond express commitment to your philanthropic vision.
- Add a gift to a will or living trustEstablishing a gift in your will or living trust has no out-of-pocket cost and allows you to make a substantial donation when the time comes.
- Designate IU as a beneficiaryThere are several ways to name us as the beneficiary to common assets that don’t pass under your will, including life insurance policies and IRAs.
- Make a future gift that has benefits todayDonor-advised funds allow you to dedicate assets to a charitable gift in the future, qualify for an income tax deduction today, and recommend grants that support IU later.
Give a gift that pays you back
Certain types of gifts given today allow you to support IU and secure an income for yourself or a loved one.
- Establish a charitable gift annuityFund a charitable gift annuity today that benefits IU and creates a reliable stream of fixed income payments for you.
- Opt for a charitable remainder trustCharitable remainder trusts allow you to choose the income beneficiaries, percentage, and payment term while qualifying for tax benefits and income payments today.
Make a gift with a meaningful connection
Certain strategies for planned giving lend donations even deeper meaning and personal ties to your passions.
- Maximize your impact with an endowed giftEndowment funds allow you to establish long-term—and sometimes permanent—support for a program or purpose of your choice.
- Choose a charitable lead trustCharitable lead trusts offer a tax-efficient way to support IU and eventually transfer your wealth to loved ones.
- Give a gift in remembrance of a loved oneHonor someone special with a memorial or tribute gift in their name—simply donate assets in support of a fund or scholarship close to their heart.
Join the Arbutus Society
If you have already made a planned or deferred gift to IU, we invite you to become a member of the Arbutus Society and enjoy a wide variety of benefits, just for donors like you.
Learn how to joinHelping you is what we do
Have a gift planning question or want to set up your planned gift today? Contact a member of the Planned Giving team. You can also connect with us at giftplan@iu.edu or 800-558-8311—we're always happy to assist.
Brian D. Yeley, JD
Vice President
Jill Anderson
Director of Development
Jennifer L. Dill-McGill, JD
Senior Gift Planning Attorney
Carrie Flatt
Gift Planning Project Manager
Corinne Moynihan
Gift Planning Coordinator
Matthew K. Treadwell, JD
Gift Planning Attorney
Aileen E. Wenzel, JD
Senior Gift Planning Attorney