Gifts by Will or Trust
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit the Ball State University Foundation.
Naming Us in Your Assets
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
The IRA Gift (QCD)
The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to the Ball State University Foundation.
Life Income Gifts
Support the Ball State University Foundation while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.
Retained Life Estates
Donate your home, farm or a second home to the Ball State University Foundation and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.
These materials do not constitute legal or accounting advice. Individuals should seek independent counsel from an attorney and/or accountant of their choosing.