What’s in the Planned Giving Library
Prepared by the IU Foundation’s team of planned giving experts, our library of resources covers:
A gift in your will
Explore the benefits of planning a gift in your will.
Bequests
Why make a bequest? Flexibility is one great reason.
Charitable gift annuities
Meet your planning and philanthropic goals.
Deferred gift annuity
Increase your retirement income.
Donor-advised funds
A “hands on” approach to philanthropy.
How to create an estate plan
Create a meaningful legacy. Let us show you how.
IRA giving
If you are 70 1/2 older, this option is for you. Trust in financial and gift planning. Put your trust in us.
Retirement plan assets
Leave more to family and Indiana University.
Strategic giving
3 simple steps to amplify your impact.
Taxes and giving
Explore ways to give and their unique tax benefits.
Trusts in financial and gift planning
Learn when and how to establish a trust.
Why plan your estate
Estate planning is personal. We can help.
Year-end planning
Find a year-end plan that suits you.
Our team is here to help!
Have a gift planning question or want to set up your planned gift today? Send us an email at giftplan@iu.edu or call 800-558-8311, and a member of Gift Planning Services will be happy to assist.