Legacy Patron

How do you want to support your community for generations to come?

We can guide you in ways to give back and have an impact beyond your time.

5 Ways We Help

• We connect you to worthy causes that matter.
• We invest your gift no matter the amount.
• We offer a personalized level of service tailored to your needs.
• We provide an expert process that protects the integrity of your investment and your wishes.
• We accept a wide range of assets.

Let's Have a Conversation

If you have been thinking about your Legacy, we would love to sit and talk.

317-738-2213

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Why Philanthropy Matters

When you donate to local charities, school projects and nonprofit groups, you likely consider it “giving to a worthy cause.” It’s instinctive because it’s “the right thing” to do. The amount doesn’t matter so much. It’s all about the cause and how you feel about it. There’s a need, you want to help, so we give.

How Philanthropy is Different

Being a Legacy Patron is similar – you are responding to a need with a cause that matters. Philanthropy, however, involves long-term commitments and larger contributions.

Philanthropy has the power to influence lasting community change. When an organization receives your long-term support, a 'ripple effect' takes place. Many lives are touched, potentially for generations. Philanthropy can be looked at as one of the cornerstones of a stable society.

REASONS WHY WE GIVE

How to Fund Your Legacy

There are ways beyond a monetary donation to become a Legacy Patron. You can set it up through:

• Bequest/Will
• Charitable Reminder Trust (CRT)
• Charitable Lead Trust
• Charitable Gift Annuities
• Retirement Funds
• Life Insurance
• Real Estate Property
• Grain

Create a Fund

If you wish to honor a loved one or a person who made a significant difference in your life, we can help. Contact us at 317.738.2213 to discuss what’s right for you. 

ALL ABOUT FUNDS

When to Establish Your Legacy

There are three basic options when you consider when and how to make a gift:

• Giving now has an immediate impact and lets you help those who may need it most now.
• Give over time offers more flexibility, although it requires important longer-term decisions such as how your assets are held until the gift is distributed.
• Give after you die through an estate, will, trust, beneficiary or bequest.

Yes, you can consider a mix of all three, but your reasons for selecting one or the other will guide your thinking about how you make your gift.

Consider Planned Giving

• Having a way of making a charitable gift during your life or death that is part of your overall financial or estate plan.
• Gifting from your assets rather than cash flow.
• Gifting does not affect your current financial security
• Making an enduring impact on a cause you are passionate about
• Leaving a permanent statement of your values

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