Ways to Give

A variety of tools are available that qualify for the income matching program. Any combination may be used to meet the minimum threshold.

Cash: Make your full gift at one time or as a pledge distributed over five years. Cash gifts are accepted online or by check payable to IU Foundation. Matching funds will be disbursed after IU receives your gift.

Securities: Highly appreciated stocks are a common gift vehicle because the tax deductions offset capital gains. Gifts of securities will be recorded at fair market value on the date of transfer.

Charitable Gift Annuities: CGAs qualify for matching funds based on the gift's value when the CGA is established with the IU Foundation. Rates for CGA payouts are determined by the donor's age and are subject to change. IU Foundation CGAs are not available in all states.

Bequests: Newly established expectancies qualify for matching funds as long as they meet the minimum threshold and are documented during the matching period. However, matching funds will not be disbursed until the bequest funds are received from your estate. Matching funds can be disbursed earlier if you agree to give 5 percent of the bequest expectancy as an annual gift.

Your IU Foundation development officer will be happy to discuss these options with you further.

Please note: As with any financial decision, consult first with your accountant, attorney, or estate advisor.