1. 1
G I F T P L A N N I N G G U I D E
CHANGEa life.
SHAPEthe world.
BELIEVEin the power
of education.
2. 2
Carla Rehwoldt,’08
“Elizabeth Dyar Gifford was a triumphant leader as
the Dean of the College of Home Economics and it is
that kind of leadership that I would like to embody in
my life. Over the years, Home Economics has evolved
into Family and Consumer Sciences but it is still based
in family, community, and individuals. Ms. Dyar
Gifford made a difference in her community and that
is what I would like to do in my future.”
Patricia Ann Szafranski,’08
“It is because of scholarships like the Elizabeth Dyar
Gifford Scholarship that Colorado State University
students are assisted in many ways and are given the
opportunity to pursue a degree in high education.
Colorado State has allowed me to pursue so many
endeavors that I never deemed capable of. Through
my experiences I have grown into a determined and
motivated individual.”
3. 1
CONTENTSIntroduction: A Tradition of Philanthropy ...............................................................................................................................2-3
Annual Gifts, Cash Gifts, Stocks and Securities ........................................................................................................................6
Charitable Lead Trusts ........................................................................................................................................................................8
Gifts of Real Estate and Non-Cash Gifts .....................................................................................................................................10
Charitable Gift Annuity and Deferred Payment Charitable Gift Annuity ....................................................................14
Charitable Remainder Annuity Trust and Charitable Remainder Unitrust ..................................................................16
Bequests and Revocable Trusts, Retained Life Estate Agreement ................................................................................. 20
Life Estate Agreement ..................................................................................................................................................................... 22
Owner or Beneficiary of Life Insurance Policy or Retirement Plan ................................................................................ 24
Giving Opportunities ....................................................................................................................................................................... 26
Recognition and Giving Clubs ...................................................................................................................................................... 28
Contact Information ...........................................................................................................................................Inside back cover
4. 2
A Tradition
of Philanthropy
In 1870, six years before Colorado joined the Union as a state,
the Territorial Government enacted legislation to establish the
“State Agricultural College” to be located at Fort Collins.
With the same pioneer spirit that guided the early fur traders,
gold seekers, and settlers to the region, twelve trustees accepted
the task of creating a college without the benefits of financial
appropriations.
With private gifts of land for the college site, stone for the
foundation, and funds for building materials, the first building
was erected at Colorado State. Private gifts from friends enabled
Colorado State to open its classrooms to our first students in that
very same year the college became Colorado’s land-grant institution
under the Morrill Act.
The contributions of special scholars, alumni, and friends have
enriched Colorado State University with a unique life and spirit.
From its origin as a small agricultural college, Colorado State has
achieved a position of international prominence while remaining
dedicated to serving the people of Colorado through teaching,
research, and service.
Land-Grant Tradition and Innovation
When the founders envisioned the institution’s mission, they
foresaw a special place where education extended beyond the
classroom to encompass all that was meaningful and important in
society. At Colorado State today, quality education means providing
students with a well-rounded base of knowledge and experiences
that will equip them with the skills and the insight to become
leaders for the future.
As the state’s land-grant university, Colorado State is in
partnership with all of society’s institutions to serve the needs
of the people. The University shares knowledge not just in the
classroom, but with the public at large. Colorado State students,
faculty, and staff continue to generate new knowledge and create
new technology.
Land-grant higher education is an investment that benefits
individuals as well as society. Colorado State remains dedicated
to the discovery of knowledge and the pursuit of truth, often
in response to some of society’s most pressing problems. The
University strives to continue opening its doors in the spirit of
making education available to all those who have the will and
ability to learn.
5. 3
Investment in the Future
No great university has ever resulted from the efforts of a single
person, but rather from the combined efforts of many. The private
support of alumni and friends helps to build a greater university
than state funds alone can build.
Since its founding in 1870, Colorado State University has
remained state-assisted rather than state-supported. Less than 20
percent of the University’s operating support is provided by the
state. The future success of the University rests increasingly on the
gifts of alumni, friends, corporations, foundations, organizations,
and associations. With private contributions for undergraduate
scholarships and graduate fellowships, Colorado State students are
able to reach their educational potential and realize their dreams.
Private support provides the opportunity for Colorado State to
attract and retain outstanding faculty members who will educate
the future leaders of our state and nation. Private gifts have
enhanced Colorado State’s teaching and research facilities. Gifts-
in-kind of equipment and computers are used in laboratories
and classrooms across campus. Charitable donations have funded
research opportunities to make the discoveries of tomorrow.
Your contributions can make a difference at Colorado State
University. With your support, the University can become the
nation’s premier land-grant university.
The Colorado State University Foundation
Organized in 1970, the Colorado State University Foundation
is a nonprofit organization that acts as the repository and steward
of all charitable contributions to Colorado State University.
The Colorado State University Foundation is recognized as a
501 (c) (3) tax-exempt organization under the Internal Revenue Code.
The Foundation is legally separate from Colorado State University.
The mission of the Colorado State University Foundation,
in cooperation with the Division of Advancement, is to support
the institutional goals of Colorado State University by receiving,
managing, and investing philanthropic gifts for the purposes
designated by donors.
The Foundation and the University are legally obligated to
adhere to the terms and conditions of every gift. Every year the
Foundation transfers endowment earnings and expendable gifts to
Colorado State in support of scholarships and fellowships and a
variety of University teaching, research, and outreach programs.
6. 4
The Puskta Educational Foundation
Harry and Eva Puksta, long time residents of the
Denver area, were simple people who led simple
lives. Although they were very successful in the
apartment rental business, they lived frugally and
aspired to share their success in a manner that would
help others. In 1996 Harry and Eva began working
with John Mulstay, a financial advisor with Morgan
Stanley. They shared with John their wish that their
estates be used to help “good kids” go to college.
In 1999 Eva died of cancer and within a day Harry
followed, however, their legacy remains. John, who
had grown close to the Pukstas and shared their
passion, carried out their wish by establishing the
Puksta Educational Foundation. The Foundation
began gifting in 2001 and has 32 Colorado students
enrolled in universities, 4 of which attend Colorado
State University. The Puksta Foundation plans to
expand the number of CSU scholars to 12 in the
coming years.
John continues to manage the day-to-day affairs of
the Foundation and serves as Executive Director.
One of the requirements that John insists on is for
Puksta Scholars to do well academically, enroll in 12
credit semesters, and maintain at least a 3.0 GPA. In
addition, the Puksta Scholars are required to engage
in leadership and community service activities so
they can give back to the community and become
responsible citizens.
8. 6
Annual Gifts, Cash Gifts,
Stocks and Securities
The most popular way of giving is a cash contribution in the form
of currency, money order, bank draft, or check made payable to the
Colorado State University Foundation. In most cases your gift is
tax deductible.
Pledges
A multi-year pledge offers you the opportunity to plan your
cash gift to support Colorado State University with an ongoing
commitment. With a perennial pledge, you can schedule your
gift payments for your convenience – quarterly, semi-annually,
or annually.
Gifts of Securities
Gifts of appreciated securities may be one of the most tax-wise ways
to make a substantial contribution to Colorado State University.
There is a double tax benefit from such a gift. The full value of the
securities is usually deductible and you don’t have to pay capital
gain taxes on the increase in value. You may give and deduct
appreciated property up to 30 percent of your adjusted gross income
each year. Any excess amount may be deducted over the following
five tax years.
9. 7
“We have established
scholarships in Soil and
Crop Sciences and the
School of Education, as
well as the Susan E. Payne
Memorial Scholarship in
memory of our daughter
who graduated from the
College of Natural Sciences.
It’s a wonderful way to
be remembered because
your name will be on the
scholarship fund forever and
will keep helping students
forever. It’s the best idea I
have ever heard of.”
Meredith and
Winnette, 66’, 71’ Payne
Frontier Society Members
10. 8
Charitable Lead Trusts
A charitable lead trust features a way to make a gift over time
that temporarily provides income to the CSU Foundation with the
remaining assets eventually passing to loved ones on a tax-favored
basis. Under this plan, you transfer assets to a trust with payments
to Colorado State University for a number of years (typically five,
10, 15, 20 years, or more). At the end of that time, the assets in the
trust will be returned to you or to others, such as your children or
grandchildren. A gift and estate tax deduction is available which
may largely offset taxes that might otherwise be due on assets
passing to family members.
11. 9
“I have established two
scholarships and designated
funding to equip and supply
a small animal examination
room at CSU’s College of
Veterinary Medicine. It’s
a tribute to my love for
education, my late husband,
and our shared passion for
learning. I believe learning
is a life-long opportunity
and although education
often begins with seeking an
occupation to support your
self it becomes a way of life.”
Karen Shirey,’70,’79
Frontier Society Member
12. 10
Gifts of Real Estate
There are many ways to give real estate to benefit Colorado State
University. The method you choose depends on your individual
circumstances and needs and how you want your gift to support
the University. Any gift of real estate is subject to acceptance by
the University’s Land Acquisition Committee. These gifts are also
subject to the Foundation’s right to sell and realize the proceeds if
the property cannot be used by the University. An outright gift of
appreciated real estate is an excellent way to help the University.
Non-Cash Gifts
Many donors choose to contribute artwork, books, musical
instruments, manuscripts, furnishings, animals, and other personal
property as acquisitions or additions to existing University
collections. These assets can be used for outright gifts. The tax
consequences for gifts of tangible personal property will differ and
are dependent upon the nature of the asset and the standard of
“related use.” The gift must be related to the University’s exempt
function. Generally the “exempt function” means the gift of
personal property must be put to use by the University and not sold
at the time of the gift.
13. 11
“We’re just simple people
that believe giving has to
come from the heart. You
have to see the need to
give and what it does for
the students. They’re really
good kids and they are our
future. All you have to do is
be willing to give”.
Galen,’63,’65 and Bonnie Frantz
University President’s Council,
1870 Club, Frontier Society
Maybelle ‘Mic’ Frantz
Memorial Scholarship
14. 12
Candice Curry,’08
Recipient of the Chandler Family Scholarship,
Candice Curry is a graduate student in the
College of Agricultural Sciences.
“This Scholarship has meant so much to my family
and I especially since the last few years have been
financially tough for my parents’ agricultural business.
The Chandler family has been a blessing to me, both
by relieving the financial burden of college tuition,
and by ongoing encouragement through visits and
e-mails. They truly care about their scholarship
recipients and want to help out any way they can. I
am so thankful for what they have done for me.”
16. 14
Charitable Gift Annuity and Deferred
Payment Charitable Gift Annuity
Through a charitable gift annuity, you can make a gift to CSU
and receive fixed annual payments for life. The payment amount
is based on your age (or the age of the payment recipients) when
the gift is completed. The older the donor (recipient) the larger the
payments.
An income tax deduction is allowed for a portion of the amount
transferred. For a period of years, only part of the payments will be
taxed as income. If stocks or other property that has risen in value is
given for a gift annuity that pays income to a donor and/or spouse,
the realized capital gain can generally be reported at what may be
more favorable capital gains tax rates over a period of time. If you
(the donor) and/or a spouse are the only payment beneficiaries, the
amount used to fund a gift annuity is generally not subject to estate
taxes that might otherwise be due.
The payment can begin currently or can be deferred for a period
of time at your determination (but no more than 20 years). You can
name yourself as the sole annuitant or designate another annuitant,
either solely, concurrently, or consecutively.
A sum of money or certain other property may be used to establish
a gift annuity. An income tax deduction is allowed for a portion
of the amount transferred in exchange for a gift annuity. Up to
two people may qualify for annual gift annuity payments. The
minimum age to begin payouts from your gift annuity is 65.
17. 15
“When I think of my college
experiences, I think of the
lighting of the ‘A’ on the
hill. I am impressed with
the total growth of CSU
and I am equally impressed
with the College of Applied
Human Sciences. The scope
has increased so much,
not only in our college, but
overall in the university
while not sacrificing quality
for quantity.”
Ruth Lowe Nash ‘53
Frontier Society Member
18. 16
Charitable Remainder Annuity Trust
and Charitable Remainder Unitrust
Charitable remainder trusts are irrevocable trusts that feature
income to be paid to lifetime beneficiaries. The annuity trust pays
a fixed income based on the value of assets at the time the trust is
created, while the unitrust provides a fluctuating income based on
a fixed percentage of the trust’s market value as determined on an
annual basis.
When the trust is created, capital gains tax can be avoided or
postponed. Portions of the income from the charitable remainder
trust may be taxed favorably under low capital gains tax rates. There
may also be estate tax benefits.
When the trust is created, the donor is allowed a charitable
deduction equal to the present value of the charity’s remainder
interest in the charitable trust. Throughout the life of the trust,
income is reportable by the donor (or another income beneficiary)
based on the nature of the assets held in trust.
19. 17
“I realized at a young age that I wanted to spend my life
working with animals. I have always had the highest regard
for Colorado State University’s Veterinary Teaching Hospital
and decided upon retiring to give back to the institution that
had given so much to my wife Joan and I. We chose the
Charitable Remainder Trust because it gives us the financial
and philanthropic security we were looking for, and provides
a wonderful benefit to the University.
Dr. Jack,’55,’57, and Joan,’ 55, Ipson
Frontier Society Members
20. 18
Terry J. Nugent, 85’
“Growing up in an athletic family I always knew that
playing football was what I wanted to do. Fortunately,
I was given the opportunity to go to college on a
full-ride scholarship – all I had to do was choose
where. Initially, I was drawn to CSU for the football
program, but the academics soon became just as
important. I knew it would take a lot of commitment
and dedication to fulfill my obligations to both the
team and my educational curriculum, so I took the
same drive I had on the field and put it into my
studies. Hard work always pays off – I was able to
play ball, graduate in good standing and go on to
play in the NFL. Although my NFL career was shorter
than I anticipated, I knew the reality of the game is
that everyone’s replaceable, but the value of a good
education is not. The connections I made at CSU and
over my football career landed me a position in the
investment field where I have enjoyed a solid and
rewarding career. When it came to my own choices
about investing, Colorado State University was a given.
I have enjoyed supporting Colorado State athletics
since 1984 and have included CSU in my estate plan.
It’s a win-win situation for my future, the university and
other inspiring athletes for generations to come.”
22. 20
Bequests and Revocable Trusts,
Retained Life Estate Agreement
One of the easiest and most common ways to make a planned gift
is through a bequest in your will. Through a well-planned will, it’s
possible to make charitable gifts of a specific amount, a particular
property, a percentage of the estate, or all or
a portion of your remainder – what’s left after providing for other
heirs.
A bequest in your will is an excellent method to provide a charitable
gift for Colorado State University. Upon your death, the Foundation
will receive your gift and utilize the funds as directed by you. For
many donors, a bequest enables a substantial gift to be made to
the Colorado State University Foundation that may not have been
possible to make during their lifetimes.
Important estate tax savings can result from a gift by bequest, since
bequests to the Foundation may be deducted entirely from the
taxable estate for the purpose of determining estate taxes.
Your bequest may be one or both of the following:
• Specific Bequest – a bequest of a fixed amount of money or
specific property; or
• Proportional Bequest – a bequest of a specified portion or
percentage of the residue of the estate, usually after other
provisions have been fulfilled.
The proportional bequest is advantageous because it is self-
adjusting to the size of the estate. A specific bequest might require
revision from time to time as the size of the estate changes.
23. 21
“As an educator I was able to
teach a lot of life skills, about
success and failure and I
tried to help kids face the
realities of themselves and
life so they could reach their
potential. Our planned gift,
in the form of a scholarship
endowment, will benefit
combat veterans returning
to or beginning college. If
you think about it, veterans
may be four years behind by
the time they start college,
but they are way ahead in
life experiences which make
them better students, and
better workers.”
Don , ’59 and Joanne, ‘74 Banks
Frontier Society Members
24. 22
Life Estate Agreement
Entering into a Life Estate Agreement is another way to donate a
ranch, farm, or residence for those donors who want to continue
to enjoy and use their property during their lives. While an
actual transfer of the future interest in the property is made to the
Colorado State University Foundation now, you may still live in the
home or on the farm for the rest of your life.
At the time of the irrevocable transfer of ownership of the property,
a substantial income tax deduction may be allowed. The charitable
deduction is the full market value of the property minus the
calculated dollar value of the retained life estate as determined by
government tables.
This donation allows you the full use of your property during your
lifetime and the lifetime of your beneficiary. You continue to pay
maintenance, insurance, and taxes and retain other rights, including
the right to rent the property. The residence does not need to be
the principal residence – it can be a second residence or vacation
home. If it is a farm, the donor does not need to reside on the farm
when it is given to the Foundation. If you later decide to vacate your
property, you may rent all or part of the property to someone else or
sell the property in cooperation with CSU.
25. 23
“Bob Longenbaugh has
always been generous to
Colorado State University.
We will always be grateful
for his support, advocacy
for and dedication to the
College of Engineering. This
gift will enable the civil
engineering department to
attract qualified students
and enables our mission to
engineer global solutions.”
Sandra Woods,
Dean of the College of
Engineering
Longenbaugh
Endowed Scholarship
Department of Civil and
Environmental Engineering
26. 24
Owner or Beneficiary of Life Insurance
Policy or Retirement Plan
Gifts of life insurance have valuable and attractive benefits for the
University and the donor. If you have no dependents, or when
your dependents no longer need the protection of an existing life
insurance policy, you can give the policy to the Foundation and gain
substantial tax benefits for the year of your gift. If you make a gift
of an existing whole life insurance policy, you can make a sizable
gift without reducing your income, you may receive an immediate
and substantial federal income tax deduction, and you will receive
charitable deductions for future premium payments.
You may also purchase a new life insurance policy and name
the Colorado State University Foundation owner and irrevocable
beneficiary. In this case, you receive charitable deductions for the
unexpired premium in the year of the gift and all future premiums.
Another alternative is for you to name the Colorado State University
Foundation as a beneficiary of the proceeds of a life insurance
policy you still control and own.
Giving Through Retirement Plans
Individual Retirement Accounts (IRAs), company-sponsored
pension and profit-sharing plans, and other methods of saving for
retirement may be appealing sources for charitable gifts. If you are
over age 59½ and find that you have more than adequate resources
set aside for retirement, it may be wise to periodically use a portion
of your retirement funds to make charitable gifts.
Amounts remaining in qualified retirement plans at death may be
subject to income taxes and possibly estate taxes when received by
heirs. For this reason, charitable gifts of retirement plan balances can
be a gift of choice from income tax and estate planning perspectives.
If you wish to provide a loved one with income while also providing
for your charitable interests, retirement plans can be designated to
fund a special type of gift to meet both objectives. All arrangements
must be made with the plan sponsor, not through your will.
27. 25
Gary Ozzello’s 30 year association
with Colorado State University, as
both alum and staff, has impacted
his life so profoundly he took steps
to ensure he repaid the favor. Gary
knew he wanted to make a substantial
gift to the University, but not having
the immediate capability to do so
prompted his research into planned
giving options. Upon family approval,
Gary determined that designating
CSU as the beneficiary of his life
insurance policy was his best option,
and has designated his gift to athletic
scholarship support. Gary says, “It’s
about walking the walk. We can’t look
outside of our borders and expect
people to give back unless those of us
inside are willing to take that step.”
Gary Ozzello
Associate Athletic Director, CSU
Frontier Society Member
28. 26
Giving Opportunities
Unrestricted Gifts
The most effective gifts are unrestricted contributions for use where the
University needs are the greatest. Unrestricted gifts allow the University
leadership to expend funds for worthy programs that reflect the
institutional priorities and goals. These gifts also permit the University to
respond to unanticipated needs. They are a vital and flexible resource for
Colorado State University.
Colorado State encourages all donors to consider allocating at least a
portion of their support for the area of greatest need at the University.
Designated Gifts
Gifts may be designated for a specific purpose selected by the donor. You
may direct your support to an area of your personal interest within the
University – to endow a chair or professorship, to fund an undergraduate
scholarship or a graduate fellowship, to build or equip a laboratory,
to support research, to acquire books for the library, or to support a
particular college, department, program, or activity in the University.
The University Development staff can help you explore how your
meaningful support might be used in the area of your choice or to suggest
new opportunities for giving.
Other Gift Considerations
Your philanthropic gifts are an investment in the current and future
success of Colorado State University. Whether you make an unrestricted
or designated gift, you can choose to use your gift to create an endowment
fund or an expendable (non-endowed) fund.
A gift to establish an endowment creates a perpetual source of funding
by keeping the principal of the gift intact forever. Only the income of the
fund’s earnings can be spent to support Colorado State University in the
manner of your choice. A portion of the endowment earnings is added to
the principal in an effort to keep pace with inflation. Your endowment gift
will support Colorado State for generations.
If you choose to use your gift to establish an expendable fund, the fund
may be spent in its entirety to support Colorado State University in the
manner of your choice at the time the gift is made. Your non-endowed gift
will be expended for current needs of programs you select.
29. 27
Named Endowment Opportunities
Endowment levels indicate the minimum funding required from private
sector donors. Each chair, professorship or other endowment may need
to be funded at a higher level to meet the needs of a specific program.
According to the current spending policy of Colorado State University
Foundation, 4.5 percent of an endowment’s market value is available for
allocation each year. This policy is subject to change at the discretion of
the Foundation Board.
$3,000,000 University Endowed Chair – This designation is accorded to
that select number of faculty judged to be truly outstanding
scholars and teachers according to rigorous, nationally
accepted standards. The title of University Chair is one of
the highest honors Colorado State University may award
to a faculty member. The reputations of recipients reflect
their special creative and research contributions, as well as
their efforts in shaping the world’s understanding of their
field of study. University Chairs at Colorado State, as at
other prestigious universities, constitute that small cadre
of exceptionally gifted professors whose names evoke
immediate acknowledgement and respect in academic circles.
Annual allocations from the endowment are expected to fund
the salary, benefits, and operational costs for the position.
$1,500,000 College Endowed Chair – Recipients of these chairs must
have demonstrated significant contributions to their fields
through exceptional teaching and scholarly excellence. These
individuals are expected to be of national stature with
established track records of achievement. In addition to
acquiring a minimum gift of $1,500,000 from a donor, a
college must commit an appropriate level of funding to cover
salary, benefits and operational costs for the position.
$ 750,000 University Professorship – This designation is intended
to enhance faculty positions held by scholars/teachers
with outstanding qualifications. The achievements and
qualifications of Distinguished Professors are expected to be
extremely high, setting them apart from the majority of their
colleagues. Earnings from these endowments supplement
faculty salary lines.
$ 375,000 College Professorship – Professorships are typically held
by gifted faculty members whose accomplishments indicate
great potential. Their efforts are focused on honing their
teaching skills and on carving out areas of research or
performance. Earnings from these endowments supplement
faculty salary lines.
$250,000 Endowed Visiting Lecturer or Artist Fund – This designation
is reserved for those select and accomplished leaders who are
invited to lecture or teach at Colorado State University for a
limited period of time and are not permanent members of the
Colorado State faculty.
$50,000 Endowed Graduate Fellowship – Fellowships are awarded to
students performing research on campus. These fellowships
enable outstanding students to continue their pursuit of
research on the graduate level.
$ 25,000 Endowed Scholarship or Program Fund – Scholarship or
program endowments support students or programs in any of
Colorado State University’s colleges or units.
30. 28
Recognition and
Giving Clubs
Lifetime Giving Societies
The Lifetime Giving Societies are named after those special
educational statesmen who guided the destiny of Colorado State
University. Members of the Lifetime Giving Societies set the standard
for generosity at Colorado State and reflect the philanthropic spirit of our
founders.
Lory Society – The Lory Society is named in honor of Charles A. Lory,
president from 1909 to 1940. The Society was founded to recognize those
exceptional donors who have supported the University with cumulative
gifts of $1 million or more.
Morgan Society – The Morgan Society is named in honor of William
E. Morgan, University President from 1949 to 1969. The Society was
founded to recognize those generous donors who have supported the
University with cumulative gifts of $100,000 to $999,999
President’s Society – The President’s Society is named in honor of
all Colorado State University presidents. The Society was founded to
recognize the generosity of donors who have supported the University
with cumulative gifts of $25,000 to $99,999.
Annual Giving Clubs
1870 Club – The 1870 Club takes its name from the year CSU was
founded. Members of the 1870 Club contribute $1,870 or more annually. For
example, if you give $1,000 to a college and $870 to the library in one year,
you will be recognized as an 1870 Club member. Benefits include invitation
to the 1870 Club Dinner, special events, and an 1870 Club Newsletter.
Cornerstone Club – The Cornerstone Club recognizes donors who
contribute $1,000 to $1,869 annually to Colorado State University. Gifts
are cumulative throughout the fiscal year (July 1-June 30) and may be
designated for any area(s) within the University.
Cornerstone 10 Club – Graduates of the last decade may become
members of The Cornerstone 10 Club, an annual giving club designed
exclusively for them. For the first ten years following graduation, CSU
alumni may become Club members for an annual gift of $100 multiplied
by the number of years since graduation. Gifts are cumulative throughout
the fiscal year (July 1-June 30) and may be designated for any area(s)
within the University.
Frontier Society
The Frontier Society was created to honor those benefactors who have
invested in the University’s future through bequests, trusts, annuities, life
insurance, life income arrangements, and other deferred giving options.
You may qualify for membership by making a gift for Colorado State’s
future through a planned gift in any amount.
31. For more information on any of
the information provided in this brochure, contact:
Office of Gift Planning
521 University Services Center
Colorado State University
Fort Collins, Colorado 80523
Bill Sheets, (970) 491-4679 or bsheets@ua.colostate.edu
Marianne Blackwell, (970) 491-7862 or mblackwell@ua.colostate.edu
www.plannedgiving.colostate.edu
32. 4
For more information on any of the
information provided in this brochure,
contact:
Office of Gift Planning
521 University Services Center
Colorado State University
Fort Collins, Colorado 80523
Bill Sheets, (970) 491-4679 or
bsheets@ua.colostate.edu
Marianne Blackwell, (970) 491-7862 or
mblackwell@ua.colostate.edu
www.plannedgiving.colostate.edu
