Thank you for considering a planned gift to Ball State University. Committed during your lifetime, this future gift will endow tomorrow’s most talented professors, launch the next generation of innovative programs, and build the future state-of-the art facilities. In addition, a planned, or deferred, gift allows you to make a larger gift to Ball State than you may have thought possible, while providing financial security for you and your family. Planned gifts maximize available tax and financial benefits for you and/or your loved ones.

A Planned Gift Is about Thinking Ahead to Your Future Legacy

Planned gifts include charitable bequests, charitable trusts, gift annuities, and other gift vehicles. Such gifts can be funded with many different types of assets, including real estate, retirement assets, securities, and CDs. One of the most common planned gifts is a bequest from your will or estate.

Our Gift Giving Experts Are Here to Help You Plan

Working with the experts at the Ball State Foundation, together we can explore the many excellent options available to create a planned giving strategy that meets your needs and goals. We’re also happy to work with you and your legal or financial counsel to develop a plan that will benefit you and Ball State. To learn more, contact us.

Begin my Gift Planning journey today

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.