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Considerations for your finances

Considerations for your finances

Planning for the future: Considerations for your finances

How can you make the most of your finances?

Because your home is often your largest asset, you can use it to support IU and make a significant impact. When you give your home—and for many donors, its contents—to IU, the Foundation carefully stewards your belongings to maximize the charitable impact.

Some giving vehicles, like a charitable gift annuity or unitrust, empower you to support charitable causes and secure income for yourself or loved ones—all while reducing your tax burden and fees.

When you consider your finances, what matters most?

Lowering your taxes, fees, and estate administrative expenses?
Receiving income during your lifetime?
Maximizing the proceeds from your home and personal belongings for charitable impact?

Let us help you make a plan that you will feel proud of. Learn more about the ways to give property that can help you achieve your goals for the future.

We followed in the footsteps of Christy’s parents, who chose the Jacobs School for their philanthropy, realizing that the arts fall short in charitable giving. They used the CRUT and CGA vehicles to maintain income and allow the remainder to pass on to the institution. Embracing the Jacobs School of Music embodies our own vision on many levels and we are proud to be a part of its future.
Christy Hamlin, BA’73, DDS’76, and Tom Hubbard

Christy and Tom used a commercial property from her dental practice to fund a gift of life income to support the Jacobs School of Music.