Gift Planning

The Office of Gift Planning (OGP) secures life income gifts via charitable remainder trusts, gift annuities, pooled income funds, and bequests. Through a variety of internal marketing initiatives, OGP seeks to increase the awareness of planned giving, solicit new gifts, and cultivate relationships with current planned giving donors. OGP also supports the efforts of the front-line development staff in Resource Development and in the individual Schools, as well as the Alumni/ae Association.

Gifts for FY2003 totaled $9.19 million from 71 individual donors. Three gifts were made in the $1 million to $2 million range and three gifts were made in the $500,000 to $999,999 range, accounting for 54 percent of all gifts received. Gift annuities represented the most frequently established type of life income gift, accounting for more than 44 percent of total gifts. Of the 37 gift annuities received, 29 were first-time gift annuities, compared to 13 first-time gift annuities in FY2002.

OGP hosted a total of six planned giving events in FY2003. Informational estate planning seminars were held in Washington state, New Jersey, Massachusetts, and Ohio. OGP also hosted a financial planning seminar for Emma Rogers Society members at Wellesley College. Additionally, OGP hosted a luncheon seminar on wealth preservation strategies for current and emeriti faculty members. Attendance exceeded 60 with several requests for an additional seminar.

Judith V. Sager

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