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Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
Planned Giving Program Plan FY 13-14
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Planned Giving Program Plan FY 13-14

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An overview of the program elements of the Planned Giving program.

An overview of the program elements of the Planned Giving program.

Published in: Economy & Finance, Business
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Transcript

  • 1. Planned Giving Program Plan FY 13-14
  • 2. Impact
  • 3. Impact Options
  • 4. Type: Deferred ● Bequests ● Insurance ● Retirement plan assets
  • 5. Type: Income ● Annuity ● Remainder Trust
  • 6. Expanded definition ● IRA rollover gifts ● Gifts of Stock
  • 7. Bequests Insurance Retirement plan assets Annuities Remainder Trust IRA rollover gifts Gifts of Stock Retained Life Estate Lead Trust
  • 8. Bequests Insurance Retirement plan assets Annuities Remainder Trust IRA rollover gifts Gifts of Stock Retained Life Estate Lead Trust
  • 9. Focus: Bequests ● Common ● Easy for donor ● Easy for Foundation
  • 10. Focus: Annuities ● Popular ● Fixed rate, guaranteed income
  • 11. Loyal givers
  • 12. Program Elements ● Face-to-Face Approach ● Marketing ● "Mini-Campaigns" ● Golden Dome Society
  • 13. Face-to-Face
  • 14. Marketing
  • 15. Please remember BU students in your will or estate plans by including a provision for “The Bloomsburg University Foundation, Inc." For more information, visit http://bloomufdn.plannedgiving.org/
  • 16. "Mini-Campaigns"
  • 17. Golden Dome Society
  • 18. Program Elements ● Face-to-Face Approach ● Marketing ● "Mini-Campaigns" ● Golden Dome Society

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