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Planned Giving
Planning A Gift To the USI Foundation
The USI Foundation urges USI alumni, friends, faculty and staff to make planned
gifts through the USI Foundation to benefit the University of Southern Indiana.
The following pages offer ideas as to how you can be a part, truly a partner, in the shaping and developing our future through your gifts and support of the USI Foundation. Helping others can lead to unequaled personal and emotional fulfillment.
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"A nurse’s gift..." A charitable remainder annuity trust offers
a fixed income to the donor and results in a significant gift reflecting
her interest in the education of health-care providers... read
more |
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There are as many different ways to give to the USI Foundation as there are needs for your support. Planning a gift is more than just finding a need. It is trusting in the promise of the University's future. There are a lot of factors to consider. If planned giving is a new thought, you might want to take a moment to consider some of the factors and check out our chart briefly describing some of the charitable means that are available to you - see How Can I...?
The stories that follow this page share some of the different ways people became partners with us in changing lives. Take a moment to see how they - perhaps in circumstances similar to yours - have found ways to support the needs of others and in turn enriched their own lives. Just click on the links below.
| Wills and Bequests | Gifts of Appreciated Stock |
| Charitable Gift Annuities | Charitable Remainder Trusts |
| Gifts of Retirement Assets | Gifts of Life Insurance |
| Charitable Lead Trusts | Gifts of Real Estate |
If you have already included the USI Foundation in your estate plans, please
let us know by calling us or filling out our estate
intention form. 
We
would like to assist you in making certain your intentions will be carried
out and invite you to become a member of Reflections,
our planned giving society.
If you have not written a will yet, regardless of your charitable intent, please consider this as a gift to your loved ones.
Individual circumstances will vary - as with all tax and estate planning, please consult your attorney or estate specialist. We will be glad to answer questions and offer suggestions confidentially based on your personal circumstances. Please call us or e-mail us (see contact page). You may also use our information request form.
The following button will open a new browser window allowing you to read about news and information as it relates to planned giving. To return to these pages, please close the new browser window. You can also use the box below to have our news and information e-mail sent to you quarterly.
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The site map lets you navigate to any page within Planned Giving. Should you have any concerns regarding the privacy of information you might furnish us, please visit our privacy statement page.
To discuss a possible planned
gift to support the University, contact
David A. Bower, CFRE
Director of University Development
President, USI Foundation
Phone: 812/465-7039
Fax: 812/465-1229
E-mail: bower@usi.edu
Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for the USI Foundation by Future Focus. Please report any problems to webmaster. Revised: June 10, 2008 19:11.
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