Planned GivingProgram 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

BequestsInsurance

Retirement plan assetsAnnuities

Remainder TrustIRA rollover gifts

Gifts of Stock

Retained Life EstateLead Trust

BequestsInsurance

Retirement plan assetsAnnuities

Remainder TrustIRA rollover gifts

Gifts of Stock

Retained Life EstateLead Trust

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 plansby including a provision for “The Bloomsburg University Foundation, Inc."For more information, visit http://bloomufdn.plannedgiving.org/

"Mini-Campaigns"

Golden Dome Society

Program Elements

● Face-to-Face Approach

● Marketing

● "Mini-Campaigns"

● Golden Dome Society