Thank you for your interest in Butler University. Our hope is to provide you and your loved ones with helpful information on how you can leave a legacy at Butler. 

There are numerous ways to remember Butler in your estate plans, including through bequests, insurance and retirement plan beneficiary designations, and charitable gift annuities or charitable trusts.  In fact, many of these ways provide benefits for both you and Butler.  All alumni and friends who have remembered Butler through their estate plans become part of the Fairview Heritage Society. 

Please look around and explore the benefits of gift planning. I encourage you to contact our office if we can ever be of assistance or service.

Cordially yours,

  

Kate Dywan, J.D.,
Director of Development,
Gift Planning
317-940-9238
800-368-6852 ext. 9238 (Toll Free)
kdywan@butler.edu



Benefits for You, Your Family and Butler University

There are several types of plans that offer wonderful benefits to donors. Increased income, generous tax savings, and the ability to leave a substantial legacy are of interest to many Butler alumni and friends. To learn more about these plans, just click on the picture and you can view each story.


Tax-Free Sale
Gene and Carol were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.


Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.


Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but it has also been volatile. More on Peace of Mind Gift Annuity >>.


Sale and Unitrust
Bill and Susan purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Bill and Susan are looking for a way to save taxes. More on Sale and Unitrust >>.


Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact Kate Dywan at 317-940-9238 or kdywan@butler.edu.

If you are a professional advisor, you may take the following steps on this site.


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