Simple Ways to Create Your Legacy
It's Easier Than You Think
Creating a legacy of giving is easier than you think. Before you get swept up in holiday get-togethers and end of the year parties, take some time to start creating your legacy at the organizations you care about most, like the Foundation for IUP.
Here are two ideas to help you get started.
- Name the Foundation for IUP as a beneficiary. This arrangement is one of the most tax-smart ways to support IUP after your lifetime. When you leave retirement plan assets to us, we bypass any taxes and receive the full amount.
- Include the Foundation for IUP in your will or living trust. This gift can be made by including as little as one sentence in your will or living trust. Plus, your gift can be modified throughout your lifetime as circumstances change.
An Important Note
Making changes to your will or living trust will require that you set time aside to meet with your estate planning attorney. We promise the time you spend to plan for your future, and ours, will be time well spent.
Give for the Future
Contact Dave Maudie '87 at 724-357-2243 or firstname.lastname@example.org to learn more about how you can give the gift of future support and create your legacy at IUP.
All gifts accepted in accordance with the Foundation for IUP's gift acceptance policy.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.