Strategic planning can indeed be challenging—but it doesn’t have to be! Sometimes, a strategic plan can be simple, particularly when it comes to charitable giving to support Indiana University. Let’s explore strategies to find one that works best for you.
Three steps to a sound strategy
Developing a strategy for charitable gifts starts with recognizing what is important to you and identifying your personal goals for helping Indiana University. Here are three simple steps to help you maximize your gift’s impact:
- Assess your goal – Your goal may be as straightforward as wanting to support IU’s mission or may be more specific, like wanting to support a particular area of need. Assessing your charitable goal will help direct you toward making a satisfying gift.
- Consider the timing – Next, determine whether you’d like to make an impact immediately or in the future. Perhaps you’d like to do both! Different gift options allow for varying levels of flexibility.
- Seek advisors who can help – As you create a strategic plan for giving, remember that there are specialists who can help. Attorneys can guide you through will and legacy planning. Financial advisors can also help determine the best use of your assets.
IU Foundation has a team of representatives available to explore giving options that are most meaningful to you. We’re here to help make things simple. Please feel free to contact us any time if you have questions.