Gift in Your Will or Living Trust
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You want to leave money to the Foundation for IUP in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both.
In as little as one sentence, you can complete your gift. This type of donation to the Foundation for IUP in your will or living trust helps ensure that we continue our mission for years to come.
An Example of How It Works
Meet Tom and Martha. When they got married and created a will, they included a $75,000 gift to the Foundation for IUP. As the family grew to include three children, Tom and Martha decided to revise their gift to ensure their children's future financial security.
They met with their attorney and revised the gift language so that the Foundation for IUP received a percentage of their estate, instead of a specific amount. Tom and Martha now rest easy knowing their plans will provide for the people and charitable work they love.
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- Contact Dave Maudie '87 at 724-357-2243 or email@example.com for additional information on bequests or to chat more about the different options for including the Foundation for IUP in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include the Foundation for IUP in your plans, please use our legal name and federal tax ID.
Legal Name: Foundation for IUP
Address: 1011 South Drive, Indiana, PA 15705
Federal Tax ID Number: Please contact us for our federal tax ID number.
All gifts accepted in accordance with the Foundation for IUP's gift acceptance policy.
Information contained herein was accurate at the time of posting. 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 any 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. California residents: 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. Oklahoma residents: 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. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.