IUS - The Inter-University Seminar on Armed Forces and Society
How You Can Invest in the IUS


The Inter-University Seminar on Armed Forces and Society is a federally tax exempt 501(c)(3) non-profit Corporation in the State of Illinois. Contributions to the IUS are deductible on US Federal income tax returns. In addition to Fellows' dues, the IUS depends on foundations and individual benefactors to help fund its academic research and publishing activities. Please contact IUS Executive Director Robert A. Vitas with questions or for details.

How You Can Invest in the IUS

Cash? Credit card? Planned gift? Making a contribution by using a planned gift is becoming increasingly popular. Through careful gift planning, you can have a more significant impact on the future of the IUS while meeting your own needs and responsibilities.

WILLS AND BEQUESTS

The most common deferred gift is a bequest declared in a will.

MATCHING GIFTS

A corporate matching gift can double or even triple your contribution to the IUS.

CHARITABLE LEAD TRUSTS

This strategy resembles a loan to a charity. After using the assets for a specific term of years, the Foundation returns the remainder to the donor or another specified beneficiary. Charitable Lead Annuity Trusts provide a fixed income to the IUS for the duration of the trust, while Charitable Lead Unitrusts pay a percentage income, which varies with the value of the trust.

CHARITABLE REMAINDER TRUSTS

In this trust, the IUS is named to receive the remainder (or corpus) of the trust. Charitable Remainder Annuity Trusts provide a fixed annual income to the beneficiary for the duration of the trust, while Charitable Remainder Unitrusts pay a percentage income, which varies with the value of the trust.

GIFT ANNUITIES

The IUS can arrange a Charitable Gift Annuity in exchange for gifts of cash or securities. This Life Income Gift opportunity will pay the donor and another beneficiary a fixed annual amount for life.

GIFTS OF SECURITIES AND PROPERTY

A gift of appreciated securities is often a large benefit to both the IUS and the donor. With highly appreciated stock, the out-of-pocket cost is low, and large sums of money can often be saved in avoidance of capital gains tax. This can be a highly beneficial strategy for donors holding stock in a corporation while a merger or takeover is being discussed.

GIFTS OF LIFE INSURANCE

Supporters who find they have life insurance that they no longer need can make a Life Insurance Plan gift to the IUS.

DONOR ADVISED FUNDS

Establish a "foundation within a foundation," which can be named after a donor and his or her family. A person who establishes such a fund retains the ability to advise the Board of Trustees how the principal and interest should be disbursed.

RETIREMENT GIFTS

Tax deferred retirement plans, such as 401(k) or IRA plans, offer a unique opportunity for giving.

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This information is not intended as tax or legal advice. Please consult your attorney or financial advisor for assistance with your specific needs.