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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. More

Is This Gift Right for You?
Use this checklist to see if a gift of retirement plan assets is a good option for you. More

Case Study
See why this single mom decided to name a charity as beneficiary of her IRA. More

How to Complete Your Gift
Changing the beneficiary of your retirement plan assets is as simple as filling out a form. More

Action Items
Take advantage of our online resources to get you started. More

GET STARTED

FREE Estate Planning Kit

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
View E-mail Address