Interested in helping students at Indiana University but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our educational mission for years to come is a gift in your will or living trust, known as a charitable bequest.
By including a bequest to Indiana University in your will or living trust, you are ensuring that we can continue to impact the lives of students for years to come. Your gift also entitles your estate to an unlimited federal estate tax charitable deduction. As recognition of your gift, you’ll become a member of our Arbutus Society.
So how do you remember Indiana University in your will? While planning or updating your will, simply tell your attorney that you want to leave something to the IU Foundation. A common practice when including a bequest in your estate is to leave a percentage, rather than a fixed amount, to us. That way, your gift to us remains in proportion to other bequests.
Before you meet with your attorney, make sure you have our bequest language. Your attorney will add this wording to your will if you choose to make a gift.