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Preserving Your Wealth

Our plans offer a safeguard against hefty estate and gift taxes.

Preserving what you've worked a lifetime to build is an important aspect of estate planning. Failure to engage in thoughtful estate planning may result in failure to maximize the use of your estate for your personal family and charitable goals. Also, you may pay more in taxes than you need to.

Fortunately through planned giving, your wealth may be preserved and enhanced for the benefit of your loved ones, while at the same time providing a current or deferred benefit for Ball State.

Your giving options include: