Planned Giving Library
Your planning library
- Year-end planning guideFind a year-end plan that suits you.
- Deferred gift annuityIncrease your retirement income.
- Strategic giving3 simple steps to amplify your impact.
- Donor-advised fundsA “hands on” approach to philanthropy.
- Taxes and givingExplore ways to give and their unique tax benefits.
- Retirement plan assets guideLeave more to family and Indiana University.
- BequestsWhy make a bequest? Flexibility is one great reason.
- Charitable gift annuitiesMeet your planning and philanthropic goals.
- Estate planningEstate planning is personal. We can help.
- Estate planning todayCreate a meaningful legacy. Let us show you how.
- A gift in your willExplore the benefits of planning a gift in your will.
- IRA giving guideIf you are 70 1/2 older, this option is for you. Trust in financial and gift planning. Put your trust in us.
- TrustsLearn when and how to establish a trust.