Legacy Society
Name of the Society
What is Thomas I. Bergin Legacy Society?
Term Used for Documented Planned Gift Under Constituencies
What is Planned Giver?
Name an Estate Gift
What are (1) Bequests, (2) Beneficiary Designations, (3) Life Income Gifts (CGAs or CRTs), (4) Donor Designated Fund, (5) Gifts of Real Estate (Retained Life Estate or Percentage of Home/Property)
Name a Reason Why the Estate Manager Was Created
What is oversight of estates to prevent confusion, inefficient management, and the risk that the university will not meet the estate's requirements?
Name One Item Found in the Repository
What is
The new Bergin Intention Document (Fillable PDF)
One-page planned giving descriptions for sharing with prospects
Partnering with Planned Giving
Past training presentations
Shared materials from our marketing partners
And so much more.
Name One of Two Ways to Become a Member
What is Made a Provision or Have Stated Intention to Make a Provision?
A Booked Planned Gift Is Found Under What Tab
What is under Prospect? And then Planned Gift.
Name a Document Needed to Book a Planned Gift
What is a (1) Bergin Intention Form, (2) Signed Gift Agreement, (3) Beneficiary Designation Form, or (4) Copy of Will or Living Trust
True or False: the Estate Manager dictates the direction of the gift.
What is False? The EM has no 'skin in the game' concerning the direction of the gift. The only objective is to adhere to the terms of the bequest. Any undesignated gift will be at the discretion of the President (cc VP of University Relations).
Name 1 of 2 Primary Roles a Planned Giving Liaison Offers
What is
Annual Review of Planned Giving Prospects
Point person for your planned giving questions
Name a Way to Qualify for Membership
What are Bequests, Beneficiary (Retirement Plan, Life Insurance or DAF), Life Income Gifts (CGAs or CRTs), or Retained Life Estate?
What is the Office of Planned Giving?
Name 1 of 3 ways to document a Bergin membership
What is (1) Verbally in a donor meeting or phone call, (2) Email exchange or (3) Signed Bergin Intent Form
Year Thomas I. Bergin Graduated from SCU
What is 1937?