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

1. Planned Giving
Program Plan FY 13-14

2. Impact

3. Impact
Options

5. Type: Deferred
● Bequests
● Insurance
● Retirement plan assets

6. Type: Income
● Annuity
● Remainder Trust

7. Expanded definition
● IRA rollover gifts
● Gifts of Stock

8. Bequests
Insurance
Retirement plan assets
Annuities
Remainder Trust
IRA rollover gifts
Gifts of Stock
Retained Life Estate
Lead Trust

9. Bequests
Insurance
Retirement plan assets
Annuities
Remainder Trust
IRA rollover gifts
Gifts of Stock
Retained Life Estate
Lead Trust

10. Focus: Bequests
● Common
● Easy for
donor
● Easy for Foundation

11. Focus: Annuities
● Popular
● Fixed rate,
guaranteed
income

12. Loyal givers

13. Program Elements
● Face-to-Face Approach
● Marketing
● "Mini-Campaigns"
● Golden Dome Society

14. Face-to-Face

21. Marketing

24. 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/

29. "Mini-Campaigns"

34. Golden Dome Society

37. Program Elements
● Face-to-Face Approach
● Marketing
● "Mini-Campaigns"
● Golden Dome Society