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4.1.1.21 Planned Giving

(Bylaws)

  1. The Director of Planned Giving is responsible to the Vice President for University Advancement.

  2. The director manages activities designed to encourage gifts of long-term assets from private donors.

(Procedures)

  1. Develops a plan for generating gifts of wills, trusts, and other long-term assets and investments from private donors

  2. Identifies, cultivates, and solicits prospective donors of long-term assets

  3. Manages planned giving activities