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Ball State Foundation
» Guide to Gift Planning
Retirement Plan Assets
Gifts of Retirement Plan Assets: Getting Started
Learn how to shield your heirs from taxes by using retirement plan assets to fund your dreams for our future.
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Is This Gift Right for You?
Use this checklist to see if a gift of retirement plan assets is a good option for you.
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Case Study
See why this single mom decided to name a charity as beneficiary of her IRA.
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How to Complete Your Gift
Changing the beneficiary of your retirement plan assets is as simple as filling out a form.
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Action Items
Take advantage of our online resources to get you started.
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Ball State University Foundation
Alumni Center, Room 230
2800 West Bethel Avenue
Muncie, IN 47304
Hours:
8 a.m.-5 p.m.
Phone:
765-285-8312 or toll-free: 888-235-0058
Fax:
765-285-7060
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