A charitable bequest is one of the easiest and most significant ways to plan a gift on behalf of Ball State. A bequest allows you to provide an unrestricted gift to the university, fund your favorite program, or establish a scholarship or perpetual fund.

Throughout her career in education, Jan McCarthy, B.S.’52/M.A.’58, has been involved in the advancement of early childhood education. She will now inspire others in this endeavor as she has made a generous bequest to the Ball State University Foundation to establish an endowed scholarship and faculty development fund in this field of study.

In addition, a bequest will let you:

  • make a larger gift than might have been possible during your lifetime
  • retain control of assets during your lifetime
  • enjoy an unlimited estate tax charitable deduction
  • reduce your taxable estate

How It Works

Creating a bequest is easily accomplished through a simple addition to your will, trust, life insurance policy, or retirement plan. The gift to the Ball State Foundation may be stated as a percentage of your estate or from its residual. A separate agreement with us is made to describe the eventual use of your gift. Bequests are revocable and may be altered as your circumstances change.

If you are interested in including Ball State in your will, review our sample language for wills (PDF).

Contact us for personal assistance and learn more about creating your charitable bequest.