Planned Giving

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Gifts by Will and Living Trusts

Gifts by Will Diagram

How It Works

  1. You include a bequest provision in your will or revocable trust
  2. At your death IU Health Foundation receives the bequest you specified


  • You may change your bequest or trust designation at any time
  • You control the funding property during your lifetime
  • Your bequest or trust designation will not be subject to any potential federal estate tax
  • You provide future support for IU Health Foundation

More Information

Contact Us

Heather Perdue, M.A., FAHP
Vice President, Campaigns and Philanthropy, IU Health Foundation


1633 N. Capitol Avenue, Suite 1200
Indianapolis, IN 46202