Planning Your Legacy
Your Legacy Starts Here
Every gift to Butler starts with a story. In these newsletters, we’re sharing how our alumni are turning their experiences into a lasting legacy for future students. We’ve also included some practical tools to help you think through your own plans. It’s a powerful way to look forward and stay connected to what matters most to you.
Planned Giving Stories
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For Aaron Wright ’05, the Butler experience was defined by the personal connections and “aha” moments that happened both inside and outside the classroom. From the rigor of the Lacy School of Business to the transformative six months he spent studying in Spain, Butler provided the foundation for a meaningful life. Although he and his […]
Jordan Anderson ’10 earned his Butler undergraduate degree in Journalism, gaining skills he now uses every day in his work as a Director of Executive Communications at Cummins Inc. Through mentorship from Butler faculty and years of honing his writing skills at The Butler Collegian, Anderson acquired the hands-on experience needed to prepare him for […]
For Greg Jung MBA ’98, Butler University isn’t just his alma mater—it’s the backdrop of his family’s story. His parents met as students, married shortly after graduation, and began a lifelong love story rooted in the values they learned at Butler. His father played basketball for the legendary Tony Hinkle, and his grandmother and aunt […]
Planning for What’s Next
The New Year brings a time to reflect and plan. If getting your finances in order or retirement planning is on your to-do list this year, we can provide you with creative gift strategies for approaching financial planning for your future, your loved ones, and Butler.
OBBBA: What You Need to Know
A new tax law, the One Big Beautiful Bill Act, may affect how you plan for your contributions to Pomona beginning this year. The impact will depend upon your unique financial circumstances and whether or not you itemize your income tax deductions.
Bequests: A Gift That Fits You
Bequests come in all shapes and sizes—there’s no “one right way” to leave a legacy. This article explains how a gift through your will can be tailored to your personal and financial circumstances, no matter the size, and offers sample language to share with your attorney. Learn how even modest gifts can make a meaningful difference at Butler.
Turn Life Insurance Into a Lasting Legacy
If your life insurance policy is no longer needed for its original purpose, it can still make a powerful impact. Naming Butler as a beneficiary is an easy way to leave a meaningful legacy—without affecting your current finances.