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  • Faces of Philanthropy
  • Outright Giving Stories
  • Preserving Your Wealth Stories
    • Waldo and Louisa Beebe
    • Robert Terhune
    • Mark and Molly Ervin
    • John and Janice Fisher
    • Judy Gruber
  • Receiving Lifetime Income Stories
  • Leaving a Legacy Stories

Home » Giving » Ball State Foundation » Faces of Philanthropy » Preserving Your Wealth Stories

Preserving Your Wealth Stories

A planned gift to Ball State can be a safeguard against hefty estate and gift taxes. You can opt for a charitable lead trust, a charitable remainder trust, a gift of retirement plan assets, or a gift of life insurance.

Here are stories of benefactors who chose an option that helped Ball State and preserved their wealth:
  • Gift of Life Insurance: a Perfect Fit for the Ervin Family
  • Charitable Lead Trust Offers Opportunity to Support Ball State, Transfer Family Wealth, and Reduce Taxes
  • Think Twice Before Leaving Retirement Plan Assets to Heirs
  • Beebes Provide for Grandchildren and Ball State with a Charitable Lead Trust

Learn more about ways to give to Ball State and preserve your wealth.
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