DIXIE STATE COLLEGE OF UTAH
POLICIES AND PROCEDURES MANUAL
Section: 7-Institutional Advancement
Policy No: 14
Policy: PLANNED GIVING
7 - 14 PLANNED GIVING
To outline and define policy regarding planned gifts to Dixie State College.
14.2.1 Planned gifts are contributions from individuals established through trusts, annuities, bequests, and other gift agreements. Such gifts may accrue to the college immediately, after a given period of time, or upon the death of the donor and/or the donor's beneficiaries.
14.3.1 It is in the best long-range interests of the college to maintain a high-level program of planned giving. In addition to benefiting the college, the planned giving program also provides a service in special circumstances to those who make planned gifts. The college therefore encourages individual planned giving programs when they are appropriate to the financial programs of donors and to the development goals of the college.
14.3.2 These programs include, but are not limited to:
22.214.171.124 Charitable Remainder Unitrusts
126.96.36.199 Charitable Remainder Annuity Trusts
188.8.131.52 Charitable Lead Trusts
184.108.40.206 Retained Life Estates
220.127.116.11 Pooled Income Funds
18.104.22.168 Outright Bequests
22.214.171.124 Bequests Reserving Life Income
126.96.36.199 Bequests to a Q-TIP Trust
188.8.131.52 Bequests of Income
184.108.40.206 Life Insurance
220.127.116.11 Gift Annuities
14.3.3 The Institutional Advancement Office will work with community professionals in the legal, accounting, insurance, investment and related fields to offer planned giving seminars.
18.104.22.168 These seminars will be held for prospective donors who may need information on the variety of personal as well as charitable benefits derived from planned giving.
22.214.171.124 The Institutional Advancement Office will be provided with budget to prepare brochures and other handout materials to be given to prospective donors at these seminars.
14.3.4 All planned giving efforts are made under the direct supervision of the president.