Gift Planning In Campaigns V 5.0

Gift Planning in the Campaign December 15, 2006 G10 Biotech

Gift Planning: Why should you care? ,[object Object],[object Object],[object Object]

What is Planned Giving? ,[object Object],[object Object]

Outlook for Future Gifts of Assets ,[object Object],[object Object],[object Object]

Dow Jones Industrial Average 3

U.S. Tax Code ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Boomers: The New Philanthropists? ,[object Object],[object Object],[object Object],[object Object],[object Object]

What About Cornell’s Boomers? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],* undergraduate only

Starbucks v. Sears and Roebuck ,[object Object],[object Object],[object Object],[object Object]

Brokaw’s Greatest Generation ,[object Object],[object Object],[object Object],[object Object]

Bequest Giving ,[object Object],[object Object],[object Object],[object Object],[object Object],* Average generated from 10 years of Realized/Matured bequests on record from fiscal year 1997-2006

Life Income Agreements ,[object Object],[object Object]

Wealthy-Seeing is Believing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Putting All the Pieces in Place

The $1 Billion Question ,[object Object],[object Object]

Historical Giving Trends 40.81% 40.81% $72.1 Jun-96 31.81% 32.80% $65.8 Jun-97 27.55% 35.58% $74.2 Jun-98 61.03% 39.89% $134.8 Jun-99 24.17% 35.54% $98.9 Jun-00 25.86% 25.00% $66.2 Jun-01 32.15% 27.75% $70.0 Jun-02 35.56% 19.51% $52.0 Jun-03 58.23% 43.78% $131.6 Jun-04 35.75% 35.70% $101.0 Jun-05 24.57% 33.68% $ 116.0 Jun-06 % of Ithaca New Gifts & Commitments % of Ithaca Cash Gift Planning Activity (in millions) Fiscal Year

Now vs. Later ,[object Object],[object Object]

Campaign To Do List ,[object Object],[object Object],[object Object],[object Object]

Objectives for Gift Planning ,[object Object],[object Object],[object Object],[object Object],[object Object]

Gift Planning Help Desk ,[object Object],[object Object],[object Object],[object Object]

Gift Planning and Campaign Training ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What counts: Gift Crediting FMV = Fair Market Value NPV = Net Present Value None Discount by age Discount by age Beneficiary Designation None Discount by age Discount by age Living Trust/Advised Bequest NPV of payments to CU Yrs 1-5 FMV rest of term discounted Yrs 1-5 FMV rest of term discounted Charitable Lead Trust FMV less NPV Life Inc FMV FMV Pooled Income Fund FMV less NPV Life Inc FMV FMV Charitable Gift Annuity FMV less NPV Life Inc FMV FMV Charitable Remainder Trust FMV FMV FMV Real Estate FMV Based on agreement FMV Cornell Foundation FMV FMV FMV Cash/Securities Deduction Recognition/Reunion Campaign Credit Gift Type

[object Object],[object Object]

Notes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Chip Bryce Director, Gift Planning 607-254-6147 [email_address] http://www.alumni.cornell.edu/gift_planning/

Gift Planning In Campaigns V 5.0

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