Planned Giving: Leave a Lasting Legacy
Planned Giving is a meaningful way to support Ball State student-athletes while aligning with your financial and estate planning goals. Through various planned giving options, you can establish endowments, contribute to facility enhancements, or provide other critical funding—either during your lifetime or as part of your legacy.
Ways to Give
Consider one of the many planned giving options that allow you to make a lasting impact:
- Bequest in your will or living trust – Name Ball State as a beneficiary in your estate plan.
- Retirement account beneficiary designation – Designate Ball State as a beneficiary of your IRA, TIAA-CREF account, or other retirement plan.
- Life insurance gifts – Name Ball State as the owner and/or beneficiary of a life insurance policy.
- Charitable remainder trusts or gift annuities – Provide income to yourself or loved ones for life, with the remaining balance supporting Ball State.
- Retained life estate – Gift a personal residence or farm while continuing to live there for your lifetime.
- Charitable lead trust – Provide ongoing support for Ball State through income payments to an endowment while retaining assets for heirs.
Financial & Tax Benefits
Depending on the planned giving option you choose, potential benefits may include:
- Charitable income tax deductions
- Capital gains tax savings
- Estate and gift tax savings
- Lifetime income payments for yourself or loved ones
- Income that may grow over time as a hedge against inflation
- Fixed, guaranteed income payments
- Tax-free income options
- Retained use of your home, farm, or business assets
By including Ball State Athletics in your long-term financial plans, you help ensure that student-athletes continue to thrive for generations to come.
For more information or to discuss your planned giving options, please contact the Cardinal Varsity Club.Â
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