Giving Opportunities

There are many ways to give that not only help define quality education and create excellence at IU Southeast but also allow you to meet your own personal and financial goals.

Giving Opportunities

Giving Opportunities

Make A Gift

Learn how to make a gift to:

Make A Planned Gift

Types of giving include:

Gifts of Assets

The simplest way to support IU Southeast is through cash gifts. But creative gifts of assets can include stocks, bonds, and property (real estate and personal property such as artwork). These can not only provide you with charitable deductions, but also offer additional tax savings.

Learn more about Gifts of Assets»

Gifts by Will

Through various types of bequests for IU Southeast, you may secure a charitable estate-tax deduction for the value of the gift. Best of all, you will know that your generosity will support IU Southeast for years to come.

Learn more about Gifts by Will»

Gifts that Pay You Income

Do you want to support IU Southeast, but worry about having enough income for yourself and your loved ones? Life-income gifts, such as gift annuities and charitable remainder trusts can provide donors with an income stream, significant tax savings, and the satisfaction of supplying IU Southeast with vital, long-term resources.

Learn more about Gifts that Pay You Income»

The Charitable Lead Trust

Transferring property to IU Southeast and individuals you wish to benefit is not always an either/or proposition. With careful planning, you may be able to arrange your transfers to accomplish more than one objective. For example, if you have assets that are appreciating, children who may want to start a business in the future, and a desire to assist IU Southeast, you may wish to consider creating a charitable lead trust.

Learn more about the Charitable Lead Trust»

Gifts of Retirement-Plan Benefits

You may consider using retirement-plan benefits to make a significant gift that will support IU Southeast. Because of the estate- and income-tax treatment of retirement-plan benefits, the cost of your gift to your estate and heirs is often relatively small.

Learn more about Gifts of Retirement-Plan Benefits»

Annual Gifts

The financial support from annual donors continues to be important. Nearly 2,000 people made gifts to the University in 2009-10, amounting to more than $763,000 to support capital improvements, campus services, and financial aid. About half of these gifts came from IU Southeast alumni, with the remainder coming from IU Southeast friends and corporate and foundation donors.

Employer Matching Gift

Many employers sponsor matching gift programs and will match any charitable contributions made by their employees. This is one way you can double your gift to IU Southeast.

Donor Spotlight

Donor Spotlight Photo: Mrs. Evelyn Ott, Founder, Ott Scholarship

Mrs. Evelyn Ott

Founder, Ott Scholarship

Evelyn Farrell Ott chose to make her $100,000 gift to the University to honor her late husband, Leland, and their commitment to higher education. This newly established endowed fund, the Leland Edward Ott, Ph.D., and Evelyn Farrell Ott Scholarship, will provide two undergraduate scholarships annually.

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Tax Advantages

Indiana taxpayers may take a tax credit of 50 percent of their gift to IU Southeast - 100 percent of donations may be deducted on Federal Taxes.

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