impact of planned giving james f. obear. utk bequest expectancies
TRANSCRIPT
Impact of Planned Giving
James F. Obear
UTK Bequest Expectancies
20142016
20182020
20222024
20262028
20302032
20342036
20382040
20422044
20462049
2064$0.00
$20,000,000.00
$40,000,000.00
$60,000,000.00
$80,000,000.00
$100,000,000.00
$120,000,000.00
$140,000,000.00
$160,000,000.00
Pledged Amount
Year Realized Pledged Amount2014 $3,000,000.002015 $352,504.002016 $5,145,005.002017 $10,003,418.002018 $4,447,670.192019 $8,305,408.002020 $10,520,095.612021 $11,170,158.612022 $20,206,016.002023 $7,103,012.002024 $1,558,011.002025 $6,202,504.002026 $15,994,001.002027 $9,460,004.002028 $18,434,987.002029 $31,823,009.002030 $20,050,000.002031 $40,330,117.00
Year Realized Pledged Amount2032 $138,035,126.002033 $16,620,388.652034 $11,513,408.502035 $31,387,942.002036 $24,634,001.002037 $9,443,405.002038 $27,145,411.002039 $9,156,002.002040 $13,365,000.002041 $9,325,000.002042 $1,939,000.002043 $16,149,600.002044 $812,000.002045 $1,180,001.002046 $4,500,004.002047 $2,551,407.502049 $1,062,500.002057 $60,000.002064 $100,000.002099 $43,996,817.67
UTK Bequest Expectancies
IMPORTANT NOTES:
The previous slide includes $44 million in expectancies, which our records did not contain the dates of birth for both spouses. This amount would bring the total to approximately $587 million.
The previous slide does not include 3rd party managed trusts paying non-donor beneficiaries and open estates, which would add approximately $75+ million to the total.
The previous slide does not reflect approximately $45 million held in trust by the university.
The previous slide does not reflect approximately $2 million for charitable gift annuities.
UTK Bequest Expectancy Projections Notes
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
Realized Bequests
UTK Realized Bequests – Fiscal Year
2003-2013 Bequest 11 Year Average $4,442,656.00
FY Realized Bequests2003 $4,408,4062004 $3,544,5872005 $2,696,7692006 $6,636,1222007 $3,538,0672008 $4,992,5052009 $3,050,7392010 $6,422,4372011 $3,907,4242012 $4,638,4742013 $5,033,686
UTK Realized Bequests – Fiscal Year
Recent Gifts Making an Impact
• Institute of Agriculture (Scholarship)
• Business Administration (Faculty & Scholarship)
• Engineering (Scholarship)
• Library and University Wide (Unrestricted and Scholarship)
• Education, Health and Human Sciences (Faculty)
We Need Your Assistance
• Engage your alumni and friends in volunteer positions throughout
your units • Identify potential planned gift prospects
Former Students Colleagues Faculty, Staff and Retirees
• With your assistance “The Future is so Bright…”
Office of Planned Giving600 Andy Holt TowerKnoxville, TN 37996
865-974-2115http://www.gftpln.org/Home
Woody Henderson Linda Friedland
Assistant Vice President of Planned Giving Senior Director of Planned Giving
865-974-2326865-974-2334
[email protected] [email protected]
Angelia Nystrom Eric Schimmoeller
Director of Planned GivingAssociate Director of Planned Giving
865-974-8634865-974-4513
James F. ObearAssistant Vice Chancellor, Development
University of Tennessee Knoxville 1609 Melrose AvenueKnoxville, TN 37996