Planned Giving and the CARES Act

  • Student Walking Through Oak Grove

    Planned gifts offer you an outstanding opportunity to make a major gift to support Indiana University of Pennsylvania through the Foundation for IUP while providing a financially secure future for your family and you.

  • These creative giving strategies will help you to

    • Create a personal legacy at Indiana University of Pennsylvania
    • Earn income and lower taxes
    • Reduce estate taxes for your heirs
    • Ensure the financial security for you and your family

    Structuring a planned gift deserves time and careful thought. As you explore the available options for such a gift, we welcome the chance to work with you and your legal, financial, and other advisors to develop a carefully crafted gift plan that’s mutually beneficial to you and IUP.

  • Mr. David A. Maudie

    Director of Planned Giving

    Sutton Hall, Room 310
    724-357-2243
    724-357-2556 (fax)