Legacy Gift Planning

A gift through your will, trust, retirement account, life-insurance policy or other estate plan can create a lasting legacy of healthier communities and stronger health systems.

 Legacy gifts may be structured as a specific dollar amount, a percentage of your estate, particular property or the remainder of your estate after other commitments have been fulfilled. You can also name the Indiana University Foundation as a full, partial or contingent beneficiary of an IRA or other account.

 Sample bequest language:

 “To Indiana University Foundation, for the benefit of IU School of Medicine’s AMPATH Kenya Operating Fund bearing account #I380016128.”

 Our team can work with you and your professional advisors to confirm the appropriate legal name and designation.