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Retirement Plan Assets Guide Preview

Shape the future of IU—through your retirement assets

As the academic year comes to a close, it’s a natural time to reflect on the legacy you want to create. Your retirement assets—such as an IRA or 401(k)—can be one of the most tax-smart ways to support the causes that matter most to you.

Have you considered how these assets fit into your overall financial and charitable plans? With thoughtful planning now, you could reduce future tax burdens for your loved ones while making a meaningful difference at Indiana University.

The IU Foundation’s Planned Giving team is here to help you explore your options—from naming IU as a beneficiary to understanding the unique advantages of giving through retirement accounts.

Our Retirement Plan Assets Guide provides clear, step-by-step guidance to help you take action with confidence.

Discover all the ways you can give to IU

To learn more about maximizing your charitable impact with retirement assets, sign up to access our complete Planned Giving Library for free.

Request access to the Planned Giving Library