What Your Support Means

With your support, it will be possible for us to achieve the following goals:

• Expand our research capacity, allowing us to do even more research that informs education policy, supports at-risk youth and families, assesses best practices in teaching, and develops successful implementation of educational technology.
• Bring the most talented and dedicated teachers to the profession through our Direct Admit Education Scholarship program.
• Support excellence in graduate education to prepare the next generation of education leaders.
• Increase flexible funding through the Education Opportunity Fund so we’ll have funding available for unplanned opportunities or be able to respond to emergency needs.

Ways to Give

• Cash 
  Most donors choose cash and cash equivalents, whether as annual gifts, a one-time gift, or a gift pledged over a five-year period.
  
  
• Securities 
  Gifts of appreciated securities, such as stocks, bonds, and mutual fund shares, provide a double benefit. Donors receive a charitable deduction, in most cases, for the full fair-market value of the property on the day of receipt and avoid any potential capital-gains tax.
  
  
• Charitable Gift Annuities (CGAs)
  CGAs provide up to two annuitants with guaranteed income for life, in exchange for an irrevocable gift of cash or securities. Rates for CGA payouts are determined by the annuitant’s age at the time the gift is made and are guaranteed for life. IU Foundation CGAs are not available in all states.
  
  
• Bequests
  You may make your gift through your will or estate plan. If you do, please communicate your intentions to us. We want to be able to honor your gift and to ensure it will be used exactly as you intend.
  
  
• Gifts of Retirement Plan Benefits
  Using retirement plan benefits may be a very tax-savvy way to make a significant gift that will support IU. Retirement-plan benefits include assets held in individual retirement accounts (IRAs) and assets held in accounts under 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans. Because of the estate- and income-tax treatment of retirement-plan benefits, the cost of your gift to your estate and heirs is often relatively small.

It is possible to use one or a combination of these methods. We recommend that you obtain professional tax or legal advice to ensure you are receiving the maximum tax benefits from your gift.

If you'd like to learn more about how to maximize your gift, please reach out to the development office at devalum@indiana.edu or 812-855-8005.