Planned Giving Home

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 Brinkerhoff, J.D.
Director of Gift Planning
(317) 940-9238
800-368-6852 ext. 9238 (Toll Free)
kdbrink@butler.edu

Do You Have a Large IRA
that Continues to Grow?
If you are over age 70½, you can rollover up to $100,000 annually from your IRA to Butler University. These gifts can be made tax-free and will help balance your IRA value with other estate assets. Depending upon your income level, there may be additional income tax benefits. Contact us at kdbrink@butler.edu to have a conversation about this wonderful opportunity. To read more, please click here.

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.

The Retirement Unitrust
Mary grew up on a farm. When her parents passed away, she - along with her husband, Bill - inherited it. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

Part Gift and Part Sale
Sue and Jim bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the local home improvement store. More on Part Gift and Part Sale >>.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

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 Brinkerhoff, J.D. at (317) 940-9238 or kdbrink@butler.edu.

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