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Additional Options

Annuities, bequests and retirement assets are common ways of making a planned gift, but there are other tools that may suit your needs. Our gift planning experts at IU School of Medicine are available to consult with you and your advisors about methods such as charitable remainder trusts and charitable lead trusts.

Donor Recognition

We know your generosity is motivated by helping everyone enjoy the gift of better health. Planned gifts provide resources that ensure long-term stability as IU pursues its mission. IU School of Medicine believes celebrating and thanking planned giving donors is essential.

When you include IU School of Medicine in your estate plan or make a planned gift, you qualify for participation in the J.O. Ritchey Society. Named for a beloved physician, J.O. Ritchey Society donors get to see the impact of their giving up close. You receive exclusive updates about programs, invitations to special events, and get the opportunity to meet peers who want to transform health in Indiana and beyond.

Tools for Professional Advisors

  • Legal Name: Indiana University Foundation, Inc.
  • Tax ID: 35-6018940
  • Incorporated in: P.O. Box 500, Bloomington, IN 47402

Indiana University School of Medicine is committed to working with your clients to identify charitable agreements that meet their needs. To us, success comes when the donor, professional advisors and gift planning staff working in close coordination. Like you, IU School of Medicine puts a premium on professionalism, integrity and transparency. If you have questions, feel free to contact us for more information and assistance.

Explore the Options

The Office of Gift Development has a gift-planning professional, Tim W. Ueber, available to help donors explore options for establishing a planned gift to benefit IU School of Medicine. The team can work with your financial and estate planning advisors to accomplish specific goals. 

Email Tim W. Ueber