Planned Giving

Planned Giving - The Archie T. Keene Beneficiary Club

The term "estate planning" means different things to different people. And it should, because effective estate plans reflect the uniqueness of those who complete them. In its broadest sense, estate planning includes the process of accumulating, managing, and distributing property over the course of a lifetime.

Many alumni feel the importance of making gifts to Indiana Tech a part of their estate planning. You might be surprised to discover the many ways that serve to fulfill your lifelong charitable wishes for Indiana Tech while at the same time enhancing your personal economic security, as well as your family's. A bequest in your will is the most common way to leave a legacy.

Whether you are just beginning or are revising your estate plans, you might find valuable information in the financial planning tools available from your Indiana Tech Office of Institutional Advancement:

• Better Estate Planning
• Charted Giving Plans
• Giving Securities
• Giving Through Life Insurance
• Giving Through your Will
• How to Make a Will that Works
• Personal Financial Affairs Record

Please call Eve Colchin at (800) 937-2448, ext. 2335 or email her to receive your free copies today.

The information and suggestions on this web site are not intended as legal advice. All gifts and planning opportunities should be discussed with one's professional advisor.

• Make a gift
• EFT form download
• Learn about employer matching gift programs
• Receive a special state tax credit for giving