All gifts made during the Reunion fiscal year (7/1/2013 – 6/30/2014) will be included in the total raised by the Class of 1989. Outright gifts of cash and securities, as well as planned gifts, will count at face value for Reunion and campaign commitment totals.

Fundraising Goals

  • Participation: 50%
  • Annual Fund Gifts: $200,000
  • Total Gifts: $600,000

Ways to Give

Gifts That Allow You to Retain Assets

  • Bequests – Planned bequests allow you to retain lifetime use of your assets and
    reduce estate tax. Depending on the size of the bequest, a donor may establish a
    named endowed scholarship or program fund.
  • Gifts of IRAs and other qualified plans – Naming Bucknell as a beneficiary of
    your IRA or other qualified retirement plan can significantly minimize income and
    estate tax.

Gifts That Pay You Income

  • Charitable Gift Annuity – Funding a gift annuity provides fixed income for one
    or two individuals for life. The annuity rate is based on the age of the beneficiaries
    when the annuity is funded. A significant income tax deduction is possible in the
    year that it is funded.
  • Charitable Remainder Trust – Charitable trusts can provide fixed income or the
    opportunity for income growth over time. It can operate for a term of years or the
    lifetime of the income beneficiaries, and unlike a gift annuity, can provide income to
    more than two beneficiaries. A significant income tax deduction is possible in the
    year that it is funded.

Other Gift Options

  • Charitable Lead Trusts – Lead trusts provide annual payments to Bucknell and
    other charities of your choice. At the end of the trust term, the value within the
    trust passes to your heirs with little or no additional tax due.
  • Real Estate – Real estate can be given outright to Bucknell or be used to fund a
    life income trust. You can also give the property to Bucknell now, but retain the
    right to live in your home for as long as you want.
  • Gifts of Stock – Gifts of appreciated stock or mutual funds offer the opportunity
    for a charitable income tax deduction and a reduction or avoidance of the capital
    gains tax. In addition, securities can be used to fund charitable gift annuities and
    charitable remainder trusts.

Taking the Next Step

Your Reunion gift decision may require some planning and a discussion of options. For more information, please contact Dan Clark, Associate Director of Gift Planning, at 570.577.3774, or giftplanning@bucknell.edu.

 

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