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.