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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! 

 Articles  For professional advisors
 Heritage Society  Gift calculator
 Build your gift  Bequest language
 Essentials  eBrochures
 Gifting Options  Compare gifts
 What to give  Quiz yourself
 Glossary of terms  
 Meet our donors  

 



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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