TAF Planned Giving 2017

LSU FOOTBALL 2008-2010

TIGER ATHLETIC FOUNDATION • PLANNED GIVING P.O. BOX 711 BATON ROUGE , LA 70821

PAID

Non-Profit Organization U.S.Postage

Baton Rouge, LA Permit NO.1364

PATRICK PETERSON

For additional information on bequests or options for including TAF and LSU in your will or estate plan, contact:

Bunnie R. Cannon

Executive Director Planned Giving & Stewardship 225-578-0302 BunnieC@lsutaf.org Please seek the advice of your financial or legal advisor. If you include TAF in your plans, please use our legal name and Federal Tax ID. LEGAL NAME: Tiger Athletic Foundation PHYSICAL ADDRESS: LSU-PMAC, North Stadium Drive, Baton Rouge, LA 70803 MAILING ADDRESS: P.O. Box 711, Baton Rouge, LA 70821 FEDERAL TAX ID NUMBER: 72-1004960

W W W. L S U TA F. M Y P L A N N E D G I F T. O R G

Gift options explained in this document are provided as information only. They are not to be regarded as legal, tax, or financial planning guidance. Please contact your professional advisors regarding your personal estate or planned gift.

P.O. BOX 7 11 BATON ROUGE , L A 7082 1 • 80 0.6 4 4 .4 823 • LSUTAF.ORG

Tradition LIVES HERE For over 100 years many legends have passed through the majestic oaks and arches of LSU. They are the ones whose sweat and hard work built the foundation on which today’s athletic program stands. Without the century of legends that have come before, LSU would not be ranked consistently among elite programs in the country.

Like the Tiger Legends of yesteryear whose impact continues through generations, joining the Legends Society extends the impact of your gift beyond your lifetime. Will you consider leaving your legacy to Tiger Athletic Foundation...so future generations of LSU student-athletes will have the same experiences as the legends who came before?

BECOME A MEMBER

GIFTS FOR CURRENT USE Outright Gift • Makes an impact now • Observe your gift in use during your lifetime • Current income tax charitable deduction Charitable Lead Trust The donor gives assets to a trust that pays TAF set payments for a number of years, designated by the donor.

The longer the length of time, the better the gift tax savings. When the term is up, the remaining trust assets go back to the donor, TAF, family or other designated beneficiaries. This is an excellent way to transfer property to family members at a minimal cost.

• Gift and estate tax savings • Freezes taxable value of appreciating assets before they pass to beneficiaries GIFTS PROVIDING INCOME TO YOU DURING YOUR LIFETIME Charitable Gift Annuity Simple contract between the donor and TAF where the donor makes a gift to Tiger Athletic Foundation and in return, TAF agrees to pay the donor or the donor’s designee a fixed amount each year for the rest of your life.

• Current income tax charitable deduction • Estate tax savings • Capital gains tax savings • Fixed lifetime payments to you or someone you choose

Notify the Tiger Athletic Foundation Planned Giving Office of your desire to create a planned gift of any amount, or complete and send in the attached information form.

If your estate plan already includes Tiger Athletic Foundation, please let us know so we can give you the proper recognition for your gift. Details of your gift will be kept confidential, unless you direct otherwise.

MEMBERSHIP BENEFITS

G I F T S TA K I N G E F F E C T A F T E R Y O U R L I F E T I M E

• Automatic enrollment in the 1860 Society - the University-wide Planned Giving Society • Recognition on the Legends Society wall plaque • Invitation to the annual Legends Society event and the 1860 Society event • Guest university parking pass to be utilized on weekdays in certain areas on campus PLANNING YOUR GIFT

Decide today the impact you will have on future generations of Tigers. It is your decision how to support LSU Athletics by tailoring your estate plans to your individual wishes and resources. There are many options for you to consider when planning your estate.

o Will/Bequest o Living Trust o Retirement Plan Assets (via beneficiary designation) o Life Insurance (via beneficiary designation)

*Beneficiaries must be age 55 or above to participate.

Charitable Remainder Trust Provides the donor or other named individuals income each year for life or a period not exceeding 20 years from assets the donor gives to the trust they create.

• Current income tax charitable deduction • Estate tax savings • Capital gains tax savings • Lifetime payments to you or others

• Honor of becoming a Legends Society Member

I intend to provide a planned gift to benefit LSU Athletics through Tiger Athletic Foundation.

My gift is valued at $ Please include me in the Legends Society and the 1860 Society. My/our name(s) as follows:

Charitable Bequest TAF/LSU Athletics beneficiary.

Language in a will or living trust that leaves a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate to Tiger Athletic Foundation.

• Estate tax savings • Flexibility in caring for family needs first

o I give my permission to use my/our name(s) listed above in lists, brochures or social media as a member of the Legends Society. Inital:

You have lifetime use of the property.

o I would like to be contacted to learn more about our estate planning options to TAF benefitting LSU Athletics.

Retirement Plan Assets

Name

Retained Life Estate • Estate tax savings • Current income tax charitable donation TAF/LSU Athletics beneficiary.

• Estate and income tax savings Life Insurance

Phone

TAF/LSU Athletics beneficiary.

• May receive income tax charitable deductions

Signature

O T H E R WAY S T O D E S I G N AT E A P L A N N E D G I F T • Cash • Real Estate Personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

• Memorial or tribute gift A meaningful way to honor your loved one or celebrate a special occasion.

• Endowments The principal is invested and a portion of the earnings are used each year to support TAF.

Date

WARREN MORRIS