You may want to make a significant gift to Ball State but not give up the income that cash, securities,
How It WorksYou transfer assets, such as cash, stocks, or highly appreciated property, directly to the trust. A trust document is drafted according to Internal Revenue Service (IRS) rules.Payments (5 percent or more of the value of the trust) are made to one or more beneficiaries for life, or for a term of years, or both. Income payments are taxed according to IRS rules.
Contact us for personal assistance, and learn more about creating your charitable remainder trust.
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