A gift that supports life income

How it works

Make an outright gift of real estate

  • Let your IU development officer know that you’re considering a gift of real estate. Our team can guide you through some considerations and help you choose the best option for your situation and goals.
  • When you’re ready to take the next steps with a gift that supports life income, we will help you secure a qualified appraisal for your property, a cost for which you will be responsible.
  • The IU Foundation will work with you or your advisor to prepare the documentation based on the life income vehicle of your choice.
  • A property used to fund a CRUT will be titled to the trust, and the IU Foundation will ready the property to be sold. You will be responsible for any costs associated with maintenance and repair until the property is sold. If the property is exchanged for a DCGA, the IU Foundation will be responsible for these up-front costs.
  • Income payments from the CRUT or DCGA will begin according to the prepared documentation after the property is sold.
  • After your lifetime, the remaining balance of the trust or annuity will be used to fund the IU cause you’ve designated.