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    PCLC Planned Giving Presentation - 2

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    This document discusses planned giving and legacy donations to Fresno State. It defines planned giving as gifts made through trusts, wills, retained life estates, life insurance, or beneficiary designations. The largest planned gifts to Fresno State are highlighted. Planned gifts can come in all sizes and types, and help grow future funding for Fresno State through partnerships between departments. Notifying Fresno State of a planned gift helps ensure donors' intentions are carried out. Questions about planned giving can be directed to the speaker.

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    PCLC Planned Giving Presentation - 2

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    api-541684468
    78 views8 pages
    This document discusses planned giving and legacy donations to Fresno State. It defines planned giving as gifts made through trusts, wills, retained life estates, life insurance, or beneficiary designations. The largest planned gifts to Fresno State are highlighted. Planned gifts can come in all sizes and types, and help grow future funding for Fresno State through partnerships between departments. Notifying Fresno State of a planned gift helps ensure donors' intentions are carried out. Questions about planned giving can be directed to the speaker.

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    pclc planned giving presentation - 2

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    This document discusses planned giving and legacy donations to Fresno State. It defines planned giving as gifts made through trusts, wills, retained life estates, life insurance, or beneficiary designations. The largest planned gifts to Fresno State are highlighted. Planned gifts can come in all sizes and types, and help grow future funding for Fresno State through partnerships between departments. Notifying Fresno State of a planned gift helps ensure donors' intentions are carried out. Questions about planned giving can be directed to the speaker.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    78 views8 pages

    PCLC Planned Giving Presentation - 2

    Uploaded by

    api-541684468
    This document discusses planned giving and legacy donations to Fresno State. It defines planned giving as gifts made through trusts, wills, retained life estates, life insurance, or beneficiary designations. The largest planned gifts to Fresno State are highlighted. Planned gifts can come in all sizes and types, and help grow future funding for Fresno State through partnerships between departments. Notifying Fresno State of a planned gift helps ensure donors' intentions are carried out. Questions about planned giving can be directed to the speaker.

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    of 8

    Leaving a Legacy for the Future

    of Fresno State

    Presented by:
    Liz Garvin, CGPP
    Senior Director of Planned and Foundation
    Giving
    What is Planned Giving?

    Leaving a Legacy Gifting Today


    • Trusts • Required Minimum
    • Wills Distribution (RMD)
    • Retained Life Estates • Stocks
    • Life Insurance • Real Estate
    • Beneficiary of an account
    Impact
    • Largest planned gifts to
    Fresno State:
    • #1
    • #2
    • #3
    • Planned gifts come in all sizes
    and types
    • Anyone can make a planned gift
    (i.e., alumni, community
    members)
    • Planned gifts can be anonymous
    Growing Future Funding for the
    Greatest Impact
    • Partnering with Deans
    • Collaborating with Directors of Development
    • Empowering committee and board members
    Easy as 1, 2, 3!
    • Legacy donors have longstanding passion for Fresno
    State.
    • Legacy donors consistently give to Fresno State.
    Notification of
    Bequest
    • Helps Fresno State carry
    out your charitable
    intentions
    • Can choose to benefit any
    area or program of your
    choice
    Heritage Society

    Heritage Society Luncheon, Spring 2019


    Questions?
    Contact me any time!

    Email:
    egarvin@csufresno.edu
    Phone:
    (559) 278-4038

    Thank you!

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