Planned Giving
Plan Your Legacy. Empower Their Future.
Make a Lasting Difference Through Planned Giving
Planned giving is a meaningful way to ensure your legacy lives on—by supporting Iowa Lakes students for generations to come. Whether through a bequest, retirement assets, life insurance, or other options, planned gifts allow you to support what matters most to you while meeting your own financial and estate planning goals.
Your “IT” could be making education accessible, championing future leaders, or honoring a loved one’s memory. With planned giving, you can fund it—and help future Lakers get to it.
What is Planned Giving?
Planned giving refers to charitable gifts made through your estate or financial planning. These gifts can offer tax advantages, income benefits, and the satisfaction of knowing your values will continue to make an impact.
Many planned gifts don’t require an immediate donation—allowing you to make a lasting contribution while maintaining flexibility and security during your lifetime.
Ways to Make a Planned Gift
- Bequests
Include the Iowa Lakes Foundation in your will or trust with a gift of a specific amount, percentage, or asset. - Retirement Assets
Name the Iowa Lakes Foundation as a beneficiary of your IRA, 401(k), or other retirement accounts—offering potential tax benefits. - Life Insurance
Designate the Foundation as a full or partial beneficiary of a life insurance policy. - Charitable Trusts or Gift Annuities
Create a plan that provides income to you or your loved ones now, and supports Iowa Lakes in the future. - Real Estate or Personal Property
Make a lasting gift through appreciated assets like land, buildings, or equipment.
Benefits of Planned Giving
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Create a legacy that reflects your passions.
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Support future students without impacting your finances today.
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Honor loved ones through named scholarships or program funds.
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Enjoy tax advantages and estate planning flexibility.
Find Your IT. Fund IT Forever.
Your planned gift ensures that your story—and your values—live on in the success of Iowa Lakes students for years to come.
Let us help you explore your options. All conversations are confidential, and there’s no obligation.
Additional wAYS TO gIVE bACK:
Questions? Let's Talk
Dr. Daniel Lutat
Executive Director of Foundation & Governmental Affairs
712-362-0491 Ext: 4491 | dlutat@iowalakes.edu
Administration Campus
Tony Condon
Institutional Advancement Coordinator
712-362-0450 Ext: 4450 | tcondon@iowalakes.edu
Administration Campus