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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.

O'Daniel South

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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Fall 2009
Newsletter

"A simple way to make a significant gift...."

A longtime member of the University family designates a gift of life insurance for a fund that will award scholarships to business and education majors and student athletes. Read more here.

Pam and John Deems

Pam and John Deems

 

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. Aerial viewWe 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.

link to News and Information pageJoin our e-mail news and information list and receive quarterly e-mails of news relating to planned giving. Just enter your e-mail address and name here and press go. Your e-mail will not be shared (see privacy).

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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: David Bower

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 and is owned by Future Focus. Please report any problems to webmaster.



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