Planned Giving

M280356Since its founding year, Rose-Hulman's philanthropic support has been significantly funded through bequests and other testamentary gifts by generous alumni, parents, and friends. The continuation and expansion of this tradition of remembrance will contribute to the Institute's long-term financial strength and continued academic excellence.

A promissory gift to Rose-Hulman through one's estate planning qualifies alumni, parents, and friends as members of the 1874 Heritage Society which honors and stewards those donors whose foresight and generosity are building the Institute's future.

There are several ways one can make a gift to Rose-Hulman using a will, codicil to trust instrument:

  • One can make a gift to Rose-Hulman of cash, securities, real estate, or other appreciated property.
  • One can designate Rose-Hulman as the beneficiary of a specific percentage of your estate or trust.
  • One can designate Rose-Hulman as the beneficiary of all or part of the remainder of your estate or trust after the payment of estate related expenses and other bequests

Please contact Chris Aimone to obtain a document providing sample language for your bequest provisions.

Another way to include Rose-Hulman Institute of Technology in one's estate plan is to name Rose-Hulman as a beneficiary of a retirement plan or life insurance policy. A bequest or trust provision for the benefit of Rose-Hulman may qualify one's estate for an estate tax charitable deduction.

You may also complete an "Estate Provision Form" for the purposes of documenting your charitable support of Rose-Hulman.

Regulations governing the taxation of deferred gifts and other assets are complicated. Information contained in this document should not be considered legal, accounting, or other professional advice. When making estate provision arrangements for the benefit of Rose-Hulman, individuals should consult with their financial advisor and/or attorney.

Federal Tax ID Number - 35-0868149