In addition to supporting the mission of the Ball State University Foundation, your planned gift can provide substantial tax and financial advantages, including:

  • an income tax deduction
  • reduced capital gains taxes
  • reduced probate costs and estate taxes
  • income for life

 

Congress has provided several incentives to encourage your contributions. By taking advantage of these opportunities, you and your advisor can craft a contribution that fits your needs, while you support the Ball State University Foundation. A well planned gift makes it possible for you, your loved ones, and the Ball State University Foundation to all benefit.

We want to be sure that we can fulfill your wishes. If you have any questions, please contact:

Thomas G. Ayer, JD/MBA
Senior Director of Gift Planning
765-285-4146/Mobile: 317-698-7816
Thomas.ayer@bsu.edu

Jessica Myers
Planned Giving Stewardship Specialist
765-285-8315
jamyers@bsu.edu

 

 

These materials do not constitute legal or accounting advice.  Individuals should seek independent counsel from an attorney and/or accountant of their choosing.