Legacy Gifts
Through a planned gift, you will have a substantial impact on the future of the Archaeological Research Institute (ARI) and will establish a legacy of innovation in public archaeology.
Your gift will ensure that ARI continues to organize trailblazing experiences, plan dynamic outreach and educational programs for the community, and advocate for indigenous communities well into the future.
If you are interested in remembering ARI in your estate plans, we are eager to work with you to realize your intentions and recognize you as a member of the Archaeological Research Institute’s Legacy Society. Please contact Nichelle Lyle at 812.290.2966 or nichelle@exploreari.org and we can set up a meeting to discuss your generous & memorable legacy.
CLICK HERE to review our Donor Policy.
Types of planned gifts:
There are many ways to make a planned gift to the Archaeological Research Institute. If you have questions, please contact the Resource Development Director at nichelle@exploreARI.org or 812.290.2966.
You can designate the institute as a beneficiary through a life insurance policy or retirement plan. If you are at least 70 ½ years of age, you can transfer up to $100,000 from your IRA account to the institute. If the transfer is made directly to the institute, the withdrawal is not taxable as income.
Name ARI as a beneficiary through a will or an amendment to a will. A bequest to the institute may take the form of a specific dollar amount, a property asset, or a percentage of your estate. Please view the Suggested Bequest or Trust Language document for more information.
A Charitable Gift Annuity (CGA) allows donors to transfer assets (stocks, bonds, certificates of deposit, or cash donations) in exchange for guaranteed income for life. Donating through a gift annuity allows you to:
- Receive an immediate tax deduction for part of your gift.
- Realize additional tax savings, because a portion of each of your guaranteed payments is considered a nontaxable return on your investment.
By accompanying your planned gift with a contribution today, blended gifts can provide near-term and future benefits for the institute, while also helping to ensure long-term financial security for you and your loved ones.
The institute can be the recipient of other types of gifts, such as real estate, land donations, or gifts of stock or securities. If you designate the institute to receive real estate, please state in your will that the property is to be sold through your estate and the institute is to receive the proceeds from its sale, unless it is intended to be a preserved archaeological site. Please contact us to discuss gifts of stock or securities.
