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.

A Bequest to Further Good Work
Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.

Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.

A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.

Bequests for Scholarships
Joe and Anna have been faithful supporters of Butler University over the years. They have visited campus many times and have fond memories of those visits. Both of them strongly believe that it is important to support and encourage young people. More on Bequests for Scholarships >>.

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.