Your gift to the IU School of Education-IUPUI has the power to transform lives and transcend future generations.
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There are many ways to give
Cash: Most donors choose cash and cash equivalents, whether as annual gifts, a one-time gift, or a gift pledged over a five-year period.
Securities: Gifts of appreciated securities, such as stocks, bonds, and mutual fund shares, provide a double benefit. Donors receive a charitable deduction, in most cases, for the full fair-market value of the property on the day of receipt and avoid any potential capital-gains tax.
Charitable Gift Annuities (CGAs): CGAs provide up to two annuitants with guaranteed income for life, in exchange for an irrevocable gift of cash or securities. Rates for CGA payouts are determined by the annuitant’s age at the time the gift is made and are guaranteed for life. IU Foundation CGAs are not available in all states.
Bequests: You may make your gift through your will or estate plan. If you do, please communicate your intentions to us. We want to be able to honor your gift and to ensure it will be used exactly as you intend.
Gifts of Retirement Plan Benefits. Using retirement plan benefits may be a very tax-savvy way to make a significant gift that will support IU. Retirement-plan benefits include assets held in individual retirement accounts (IRAs) and assets held in accounts under 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans. Because of the estate- and income-tax treatment of retirement-plan benefits, the cost of your gift to your estate and heirs is often relatively small.
It is possible to use one or a combination of these methods and welcome the opportunity to discuss these methods that best align with your philanthropic wishes. We recommend that you obtain professional tax or legal advice to ensure you are receiving the maximum tax benefits from your gift.