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Gift Planning at Indiana State University

Thank you for your interest in Indiana State University. Our hope is to provide you and your family with interesting and useful information about estate and gift planning. The mission of our Gift Planning Office is to educate and assist our donors in making, in the most tax efficient manner, that gift which they have already decided to make. We are a resource to the many donors who want to make significant gifts to the University but simply do not know how.

We hope that you enjoy the site and hope it will answer some of your questions about estate and gift planning. Thank you for taking the time to explore the benefits of gift planning here on the ISU web site.


Benefits For Family and Indiana State University

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these alumni and friends. Just click on the picture and you can view each story.

Bequests for Scholarships
George Budd made the most of his opportunity to attend Indiana State. Selected as one of the seven most outstanding students on campus during his senior year, George co-captained the football team and was a member of the Commerce Club. More on Bequests for Scholarships >>.


Peace of Mind Gift Annuity
Bill Wert taught Life Sciences at ISU for nearly 25 years. He and his wife, Alice, remain two of the University's most loyal supporters. They are on campus almost daily. More on Peace of Mind Gift Annuity >>.


Tax-Free Sale
In 1965, Don Mighell made a career decision that led him to spend his next 35 years working in the Office of Student Affairs at Indiana State University. "I came from Texas knowing little about Indiana and even less about Indiana State University. More on Tax-Free Sale >>.


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.


Joel R. Harbaugh
Director of Gift Planning
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 jharbaugh@indstate.edu.

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







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