Planned Giving Planned Giving Planned gifts are legal and financial commitments undertaken by a donor who wishes to make a future gift to the University. There are many different kinds of planned gifts, including bequests, income agreements, annuities, insurance policies, and pooled income funds. Some offer financial and tax advantages to the donor.
Many donors establish or complete a scholarship endowment through a bequest.
Bequests, which can offer important estate tax savings, may be estate distributions of cash, securities, real estate, or personal property such as art or books. The gift can be structured in several different ways. A booklet that explains bequests in great detail is available from BGSU's development office. The director of gift planning in the Office of Development can provide additional information. Individuals who have named the BGSU Foundation Inc. in their will, qualify for membership in the University's Heritage Society, a donor recognition group.