MAKES GIVING EASY
Simplify your charitable
giving by letting us do all the behind-the-scenes work of confirming your grant recipients, providing gift receipts, and investing your
gift.
ONLINE ACCOUNT MANAGEMENT
A password protected,
private online account lets you manage fund activities, make grant requests,
check current balance and giving history. You may also grant access to family,
friends, or associates so they can participate.
BACK BALL STATE UNIVERSITY AND OTHER PASSIONS
Provide ongoing
support to Ball State and other charities with one - or more - donations.
TAX SAVINGS
Enjoy an immediate charitable
income tax deduction in the year of the gift, allowing five years to carry-over
any excess deduction. Plus, you escape any potential capital gains tax by
donating appreciated stock, real estate, or other assets.
GIVE ON YOUR TIMETABLE
You can make gifts now
and grant from your donor advised in future years following the year of your
gift. For example, you can maximize your charitable tax deduction during
your high income working years and grant from your donor advised fund during
your retirement years.
INSPIRE PHILANTHROPY
Involve family, friends,
and/or company associates in your philanthropic mission and decision-making.
PRIVATE FOUNDATION ALTERNATIVE
Enjoy the
positive aspects of a family or company private foundation without the
administrative burden and costs such as the private foundation annual 990-PF
tax return, excise taxes on the foundation assets, and mandatory annual payout.
NAME YOUR GIFT
You can make grants from your
fund in your name, family name, company name, or anonymously.
ENDOWED OR EXPENDABLE, IT’S YOUR CHOICE
Establish either or both an expendable fund, where you can grant all of your
donation, or an endowed fund, which will last in perpetuity. You may designate
the residual of your donor advised fund for a named scholarship, program fund,
or other use supporting Ball State as a perpetual legacy.
INVESTMENT MANAGEMENT
You may recommend how
your endowed fund is invested, and we offer a spectrum of asset allocations for
your consideration.