The document discusses planned giving opportunities to support the University of South Florida System through the USF Foundation. It provides an overview of the USF System, which is comprised of USF in Tampa, USF St. Petersburg, and USF Sarasota-Manatee. The document then outlines several planned giving vehicles like bequests, retirement plans, charitable gift annuities, and trusts that allow donors to make a future gift to support the USF System while also receiving tax benefits. It emphasizes that planned gifts can have a lasting impact on USF students and faculty for generations.
Soroptimist Live Your Dream Award Eligibility ChecklistProfMoni
Writable application for the Soroptimist Live Your Dream Education and Training Awards for Women. If you are a female head of household pursuing a vocational or baccalaureate degree, you may qualify to receive an award to cover expenses related to completing your education. Deadline to apply: Nov 15
This chapter examines key public assistance programs, including the former Aid to Families with Dependent Children (AFDC); AFDC’s replacement, Temporary Assistance to Needy Families (TANF); Supplemental Security Income (SSI); and general assistance (GA). The chapter also investigates and analyzes the problems and issues inherent in public assistance programs.
Student Financial Planning for Higher Education - Georgetown CollegeGeorgetown College
How to pay for college, including academic, performance, athletic, and other scholarships, FAFSA, cost estimator, online resources, and timelines for financial aid.
Knowledge is power (Quotation)
This phrase is often attributed to Francis Bacon, in his Meditationes Sacrae (1597).[1] Thomas Jefferson used the phrase at least twice:
"this last establishment will probably be within a mile of Charlottesville, and four from Monticello, if the system should be adopted at all by our legislature who meet within a week from this time, my hopes however are kept in check by the ordinary character of our state legislatures, the members of which do not generally possess information enough to percieve the important truths, that knolege is power, that knolege is safety, and that knolege is happiness." - Thomas Jefferson to George Ticknor, 25 November 1817[2]
"All the states but our own are sensible that knolege is power."
- Thomas Jefferson to Joseph Cabell, 22 January 1820[3]
Soroptimist Live Your Dream Award Eligibility ChecklistProfMoni
Writable application for the Soroptimist Live Your Dream Education and Training Awards for Women. If you are a female head of household pursuing a vocational or baccalaureate degree, you may qualify to receive an award to cover expenses related to completing your education. Deadline to apply: Nov 15
This chapter examines key public assistance programs, including the former Aid to Families with Dependent Children (AFDC); AFDC’s replacement, Temporary Assistance to Needy Families (TANF); Supplemental Security Income (SSI); and general assistance (GA). The chapter also investigates and analyzes the problems and issues inherent in public assistance programs.
Student Financial Planning for Higher Education - Georgetown CollegeGeorgetown College
How to pay for college, including academic, performance, athletic, and other scholarships, FAFSA, cost estimator, online resources, and timelines for financial aid.
Knowledge is power (Quotation)
This phrase is often attributed to Francis Bacon, in his Meditationes Sacrae (1597).[1] Thomas Jefferson used the phrase at least twice:
"this last establishment will probably be within a mile of Charlottesville, and four from Monticello, if the system should be adopted at all by our legislature who meet within a week from this time, my hopes however are kept in check by the ordinary character of our state legislatures, the members of which do not generally possess information enough to percieve the important truths, that knolege is power, that knolege is safety, and that knolege is happiness." - Thomas Jefferson to George Ticknor, 25 November 1817[2]
"All the states but our own are sensible that knolege is power."
- Thomas Jefferson to Joseph Cabell, 22 January 1820[3]
Family Finances Series: Separation and Single Parenting in the MilitaryMFLNFamilyDevelopmnt
For many service members with families and children, it can be a difficult balance between responsibilities to their families and to the military. Separation and single parenting can make this balance even more difficult, leaving service members and their family members shouldering even more responsibilities than before. During this 90-minute webinar, Dr. Mixon and Dr. Gillen will discuss both the emotional and financial impacts of separation and single parenting in the military.
Planning Your Dreams: Financial Planning to Secure Your Career and Retirement...ERAUWebinars
This is from a webinar presented by Embry-Riddle Aeronautical University-Worldwide called “Planning Your Dreams: Financial Planning to Secure Your Career and Retirement Goals." The presenters are Dr. Mark Bellnap and members of the ERAU-Worldwide Student Services staff.
Cuaderno opinion tatum Evolución de los medios de pago 2007Tatum
El presente Informe es continuación de otros publicados por tatum (www.tatum.es) y en él vamos a concentrar nuestro foco en analizar cómo está evolucionando el negocio de los medios de pago tras el acuerdo alcanzado a finales del 2005 entre comerciantes y entidades financieras por el cual se rebajaban las tasas de intercambio.
Blakes 20th Annual Overview of Environmental Law and Regulation in British Columbia 2015 is intended as an introductory summary. Specific advice should be sought in connection with particular transactions.
Presentación en la Jornada de Intercambio de Experiencias y Nuevos Canales organizado por CECA el miércoles 2 de noviembre de 2011.
1. Tendencias online => Redes Sociales
2. ¿Por qué Redes Sociales?
3. Cómo abordarlas
4. Funcionalidades
5. ¿Cómo lo hacen las entidades? Conclusión
6. Casos de estudio
Grant Thornton - Virtual world, real risks - online brand misuse and abuse (s...Grant Thornton
1 in 7 searches for a brand will lead to an unauthorised site diluting any investment a brand has made on the internet. This article offers an introduction to some key areas of risk which come with managing your brand online.
Oil sands are composed primarily of sand, bitumen, mineral-rich clays and water. Bitumen, in its raw state, is a heavy, viscous, crude oil. According to the Alberta government, Alberta's oil sands have 170.4 billion barrels of proven reversible reserves. These reserves are the second-highest source of proven crude oil reserves in the world, second only to Saudi Arabia.
Family Finances Series: Separation and Single Parenting in the MilitaryMFLNFamilyDevelopmnt
For many service members with families and children, it can be a difficult balance between responsibilities to their families and to the military. Separation and single parenting can make this balance even more difficult, leaving service members and their family members shouldering even more responsibilities than before. During this 90-minute webinar, Dr. Mixon and Dr. Gillen will discuss both the emotional and financial impacts of separation and single parenting in the military.
Planning Your Dreams: Financial Planning to Secure Your Career and Retirement...ERAUWebinars
This is from a webinar presented by Embry-Riddle Aeronautical University-Worldwide called “Planning Your Dreams: Financial Planning to Secure Your Career and Retirement Goals." The presenters are Dr. Mark Bellnap and members of the ERAU-Worldwide Student Services staff.
Cuaderno opinion tatum Evolución de los medios de pago 2007Tatum
El presente Informe es continuación de otros publicados por tatum (www.tatum.es) y en él vamos a concentrar nuestro foco en analizar cómo está evolucionando el negocio de los medios de pago tras el acuerdo alcanzado a finales del 2005 entre comerciantes y entidades financieras por el cual se rebajaban las tasas de intercambio.
Blakes 20th Annual Overview of Environmental Law and Regulation in British Columbia 2015 is intended as an introductory summary. Specific advice should be sought in connection with particular transactions.
Presentación en la Jornada de Intercambio de Experiencias y Nuevos Canales organizado por CECA el miércoles 2 de noviembre de 2011.
1. Tendencias online => Redes Sociales
2. ¿Por qué Redes Sociales?
3. Cómo abordarlas
4. Funcionalidades
5. ¿Cómo lo hacen las entidades? Conclusión
6. Casos de estudio
Grant Thornton - Virtual world, real risks - online brand misuse and abuse (s...Grant Thornton
1 in 7 searches for a brand will lead to an unauthorised site diluting any investment a brand has made on the internet. This article offers an introduction to some key areas of risk which come with managing your brand online.
Oil sands are composed primarily of sand, bitumen, mineral-rich clays and water. Bitumen, in its raw state, is a heavy, viscous, crude oil. According to the Alberta government, Alberta's oil sands have 170.4 billion barrels of proven reversible reserves. These reserves are the second-highest source of proven crude oil reserves in the world, second only to Saudi Arabia.
December 2014 Student Loan Seminar PresentationKristina Flores
Prospera Credit Union (https://myprospera.com) is a local credit union that now serves a four-county area and is strong enough to provide you with everything you need, yet small enough to know you personally and care about your and your family's prosperity. When you choose Prosepra, you become a member, not just a customer. Part of a family. A family that works together for everyone's benefit.
Prospera Credit Union's history dates back as far as 1934, when it was officially opened for business under the Banta Credit Union name. Over the years, the number of people eligible to join was expanded to include nearby counties and communities. In 2002, the name was changed to Prospera, but, our basic promise to our members has always been the same.
What's your LIFEstage?
We provide personal, tailored guidance that leads to prosperity for all our members. (https://myprospera.com/lifestages)
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Singles
Couples
Parenting Young Children
Parenting with Teenagers
Empty Nesters
Retireees
Divorce
Widow / Widower
Our services include:
Home Loans, Home Loan Rates and Current Mortgage Rates
Home Equity Loans
Auto Title Loans as well as Boat and RV Loans
Credit Cards
Personal Loans
Protection Plans
Loan Appllications
Free Bill Pay
Interest Bearing Checking
Overdraft Protection
Automatic Overdraft Transfer
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Share Savings
CDs, IRAs & Money Markets
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Investment Products and Services
Business Rates
Auto Calculators
Mortgage Calculators
Looking for a way to contact us? Please call us at 920-882-4800 or fill out the below contact form on our website (https://myprospera.com/contact-us)
Come visit us at one of our four locations:
Appleton Branch - 4830 N. Ballard Rd. Appleton, WI 54913
Neenah Location - 934 S. Green Bay Rd. Neenah, WI 54956
Menasha Location - 849 Warsaw St. Menasha, WI 54952
Darboy Location - N9660 County Rd. N Appleton, WI 54915
The decision to go to college can by complicated by the financial commitment that’s involved. It can be stressful (as a family) to think of the expense, the debt piling up, and the unknown of when it comes time to repay.
With some knowledge and preparation, you can make college happen. Don’t let the cost deter you if you’re confident in the value of a college education!
Fundraising from America: A Guide Planned Giving ProgramsAdam Davidson
Does a Charitable Remainder Trust, Beneficiary Designation, Bequest of Shares or Tangible Personal Property, Annuity or Charitable Lead Trust mean anything to you? If it doesn’t spend an hour with us and it will. These are sophisticated giving methods by which you can tempt your highest givers to make larger donations to you. It’s not difficult but it is very common in America and many of your donors will have been offered these methods by the nonprofits and other organizations they support. You need to know about them in order to be able to compete effectively.
Paying for College: FAFSA, Financial Aid, and More Parent WebinarCollegeBoardSM
The College Board hosted a webinar to share information about paying for college. The webinar was hosted by Dean Bentley from the College Board and featured Deren Finks from the Kiski School and Samantha Veeder from University of Rochester. Learn more at collegeboard.org/parents.
I have gathered all the tools and sites to improve existing business or starting.
After I got my business and finance certification from Colorado technical university.
I learned how do compromises the government sites and independent funds in order to stop, start or reactive foreclosure , bankruptcy , and many finance problems .
For example Visiting sites like :
www.sba.gov
www.mbda.gov
www.grants.gov
This power point that I have created is nothing, but information and knowledge.
Perhaps you have heard :
knowledge is power
Education Grants For Students Are Available To Assist Them Finish Their Colle...Americas Got Grants
Education Grants for Students can help alleviate some of the financial burden of higher education, allowing them to focus on their studies and achieve their academic goals. These grants offer financial assistance to those who may not be able to afford the high cost of tuition, textbooks, and other expenses associated with attending college or university.
2. 2 USF Foundation Gift Planning • usffoundation.planmylegacy.org
University Profile
The University of South Florida System
is comprised of the University of South
Florida in Tampa, USF St. Petersburg and
USF Sarasota-Manatee.
At the heart of the USF System is a
vibrant, diverse and engaged student
body. With over 240 degree programs at
the undergraduate, graduate, specialty and
doctoral levels, the USF System offers a
dynamic learning environment that inspires
innovation and creativity and is focused on
student success.
Faculty members of the USF System
conduct more than $400 million in research
annually and are comprised of more than
2,000 distinguished scholars, researchers
and expert teachers.
Through programs like Stampede of
Service, the faculty, staff and students
of the USF System are focused on
community service. And with a $4.4 billion
annual economic impact in Tampa Bay, the
System is a powerful economic force.
2 USF Foundation Gift Planning • usffoundation.planmylegacy.org
3. 3
Through a planned gift, you have the unique opportunity to support these amazing
students and remarkable faculty for generations to come. Realized planned gifts have
led to the endowment of hundreds of scholarships, professorships and faculty chairs.
The USF Foundation supports the entire USF System, and is dedicated to ensuring
that your gift grows in value over time. As it does so, your legacy will grow as well,
helping more students and spurring more research as the years go by.
Other benefits of giving through your estate plan include the following:
• You retain control of your assets during your lifetime – you can
modify your bequest as circumstances change
• You can take advantage of tax laws that will lower
the estate tax burden on your survivors
• You can make a larger impact through a larger gift
than may have been possible in your lifetime
3
Your Legacy
4. 4 USF Foundation Gift Planning • usffoundation.planmylegacy.org
Testimonials
One day, I want to be just like Annette Raymund. I want to be able to contribute to
the future through scholarships as well. I want to give students the same feeling I
had when I received this scholarship. The feeling that now, all things are possible.”
Fereshta Abdul Khaled
Afghanistan immigrant,
Annette Raymund Scholar,
future anesthesiologist
Planning a gift at USF allows us to be involved in how that gift will be used,
and the privilege of deciding that the focus of our gift will be directed
to areas of the university that are meaningful to us.”
George Jane Morgan
George Morgan ‘76
Faculty and students are doing their part. This gift allows me to affirm and
accelerate their good work. I was fortunate enough to create a successful
business in the U.S. and I feel strongly about creating a long-lasting legacy.”
Kate Tiedemann
Founder and former CEO
of Katena Products, Inc.
“
“
“
4 USF Foundation Gift Planning • usffoundation.planmylegacy.org
5. 5
WAYS TO GIVE THROUGH YOUR ESTATE PLAN
It’s as easy as placing the following language in your will or estate plan:
“I give, devise, and bequeath (insert dollar amount or percentage of the residue/all the residue of my estate)
to the University of South Florida Foundation, Inc., a non-profit direct support organization of the University
of South Florida for the purpose of (insert specific purpose or college if applicable). If the University of South
Florida Foundation, Inc. Board of Directors determines that all or part of the gift cannot be used in the manner
set forth, then the Board may direct that the gift may be used for other University of South Florida purposes
that will most nearly accomplish my wishes.
The University of South Florida Foundation is instructed to apply for and take maximum advantage of all
state of Florida matching fund programs in existence at my death for which this grant may qualify, including
programs not in effect at the time of execution of this Will and Testament. I recognize that the University of
South Florida Foundation cannot warrant state of Florida matching funds in future years.”
Our tax identification number is 59-0879015.
Remember, if you’ve already made a gift to the USF System in your estate,
let us know about it. You will become part of the President’s Council
Legacy Society. The USF Foundation will honor all requests of anonymity.
Our Future
6. 6 USF Foundation Gift Planning • usffoundation.planmylegacy.org
The University of South Florida Foundation encourages you to make a long-term impact on
the people and programs of the USF System through deferred gifts. Commitments to the USF
System through a will, trust, life insurance policy or other estate planning vehicle will change
the lives of our students and faculty and may provide significant tax benefits to donors far into
the future.
WAYS TO GIVE DESCRIPTION TAX BENEFITS
GIFT DURING LIFETIME
Gifts of cash or donation of publicly traded
securities.
Immediate income tax deduction. Avoid
capital gains tax on donated shares of stock.
CHARITABLE BEQUEST
Name USF in your will or living trust to receive a
portion of your estate.
Estate tax deduction for all funds left
to charity.
RETIREMENT PLAN
You can name USF as a beneficiary of your
retirement plan (IRA, 401(k), 403(b), etc.).
Estate tax deduction for all funds left to
charity. Charity receives all proceeds tax-free.
Non-charity beneficiaries pay income tax.
CHARITABLE GIFT ANNUITY
You agree to make a donation of cash or
securities to USF. In return, you (and someone
else, if you choose) receive a fixed amount each
year for the rest of your lifetime.
The initial gift is partially income tax-
deductible. The annuity payments are partially
income tax-free. Reduction of capital gains
tax if appreciated securities used.
Gu
BENEFICIARY DESIGNATION
You can name USF as a beneficiary of your
life insurance policy, annuity, bank account or
investment account.
Estate tax deduction for cash value amount.
Removes asset from taxable estate.
B
LIFE INSURANCE
You make USF owner and beneficiary in an
insurance policy.
Income tax deduction for cash value amount.
Removes asset from taxable estate.
CHARITABLE REMAINDER TRUST
Donate cash, stock or real estate to an
irrevocable trust. Trust pays you for life, then
the balance goes to USF.
Immediate tax deduction for a portion of
the donation. Trust assets are not subject to
estate tax. Estate tax (or gift tax) deduction
based on value of charitable payouts.
CHARITABLE LEAD TRUST
Donate cash, stock or real estate to an
irrevocable trust that makes annual gifts to USF,
then balance goes to your heirs.
Income tax, estate tax, state tax or
gift tax deduction based on value of
charitable payouts.
Ways to Give Back
7. 7
ADDITIONAL BENEFITS CONTRIBUTION LIMITS IMPACT FOR USF
k.
You can target current funding opportunities
and see your gift in action.
None, although income tax
deduction may be subject to limits.
Immediate.
You have full access to your funds for the
rest of your life.
None.
At the end of the donors life and after probate or
trust administration (may be 9-15 months).
e.
Bypasses probate. You have full access to
your funds for the rest of your life.
None.
Within weeks after death of last income
beneficiary.
lly
s
Guaranteed income for you (and someone else,
if you choose) for the rest of your lifetime.
None. At the end of the annuitant(s) life.
t. Bypasses probate. You have full access to your
funds for the rest of your life.
None.
Within weeks after your death.
nt. Bypasses probate. Arrange and fund a large
future gift now.
None, but based on your ability to
qualify for life insurance.
At the end of your life, or when the policy is
surrendered.
o
n
Payouts to you (and others, if you choose)
from the trust for life.
None. Within weeks after your death.
Pass assets to heirs and avoid some
or all of the estate tax.
None.
USF receives annual payouts until trust
terminates.
8. 8 USF Foundation Gift Planning • usffoundation.planmylegacy.org
Office of Gift Planning
The University of South Florida Foundation
Sam and Martha Gibbons Alumni Center
4202 East Fowler Avenue, ALC100
Tampa, FL 33620 • (813) 974-8761
usffoundation.planmylegacy.org