Planned Giving
Program Plan FY 13-14
Impact
Impact
Options
Type: Deferred
● Bequests
● Insurance
● Retirement plan assets
Type: Income
● Annuity
● Remainder Trust
Expanded definition
● IRA rollover gifts
● Gifts of Stock
Bequests
Insurance
Retirement plan assets
Annuities
Remainder Trust
IRA rollover gifts
Gifts of Stock
Retained Life Estate...
Bequests
Insurance
Retirement plan assets
Annuities
Remainder Trust
IRA rollover gifts
Gifts of Stock
Retained Life Estate...
Focus: Bequests
● Common
● Easy for
donor
● Easy for Foundation
Focus: Annuities
● Popular
● Fixed rate,
guaranteed
income
Loyal givers
Program Elements
● Face-to-Face Approach
● Marketing
● "Mini-Campaigns"
● Golden Dome Society
Face-to-Face
Marketing
Please remember BU students in your will or estate plans
by including a provision for “The Bloomsburg University Foundatio...
"Mini-Campaigns"
Golden Dome Society
Program Elements
● Face-to-Face Approach
● Marketing
● "Mini-Campaigns"
● Golden Dome Society
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.

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Planned Giving Program Plan FY 13-14

  1. 1. Planned Giving Program Plan FY 13-14
  2. 2. Impact
  3. 3. Impact Options
  4. 4. Type: Deferred ● Bequests ● Insurance ● Retirement plan assets
  5. 5. Type: Income ● Annuity ● Remainder Trust
  6. 6. Expanded definition ● IRA rollover gifts ● Gifts of Stock
  7. 7. Bequests Insurance Retirement plan assets Annuities Remainder Trust IRA rollover gifts Gifts of Stock Retained Life Estate Lead Trust
  8. 8. Bequests Insurance Retirement plan assets Annuities Remainder Trust IRA rollover gifts Gifts of Stock Retained Life Estate Lead Trust
  9. 9. Focus: Bequests ● Common ● Easy for donor ● Easy for Foundation
  10. 10. Focus: Annuities ● Popular ● Fixed rate, guaranteed income
  11. 11. Loyal givers
  12. 12. Program Elements ● Face-to-Face Approach ● Marketing ● "Mini-Campaigns" ● Golden Dome Society
  13. 13. Face-to-Face
  14. 14. Marketing
  15. 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. 16. "Mini-Campaigns"
  17. 17. Golden Dome Society
  18. 18. Program Elements ● Face-to-Face Approach ● Marketing ● "Mini-Campaigns" ● Golden Dome Society

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