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Greetings and welcome to the Gift Planning site! You may ask, "What is a planned gift?" For some, it may be as simple as including
the University among their beneficiaries through a will, retirement plan or life insurance policy. Others may have entered
into a charitable gift annuity or charitable trust arrangement, where they receive an income for life before passing the principal
on to the University. Still others have given their home or farm while retaining its use.
We invite you to visit the links below to learn about the many ways gifts can be made and the resulting tax savings, or simply
contact us with your questions. We are happy to help!
Julie McMullen Pontasch '79
Director of Gift Planning
(419) 372-7617
jpontas@bgsu.edu |
James K. Beaverson, MBOL
Administrative Director and Assistant Director of Gift Planning
(419) 372-9446
jbeaver@bgsu.edu |
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