What
is the Tulane Rebuilding Fund and how can I help?
What
are the various Challenge Grant opportunities available?
Does
my gift really make a difference?
Can I designate a gift for more than one purpose?
Can
I make a Payroll deduction online?
Can
I make a pledge online?
How
can I give? Whom do I call? Where do I mail my check?
Whom
can I contact if
I still have questions? How
will my gift be recognized?
How
can I find out if my company will match my gift to Tulane?
Are
there minimum gift levels for large gift opportunities?
What
are the tax benefits of making a gift to Tulane?
What
are the benefits of making a gift of securities to Tulane?
How
can I make a gift of securities?
What
is Tulane's federal tax ID number?
I
don't see the designation of my choice in the options on the
online form. How can I indicate where my gift should go?
Does
Tulane publish an annual report? If so, how can I get a copy?
How
can I learn about the Renewal Plan unveiled in December?
What
is the Tulane Rebuilding Fund and how can I help?
The Tulane University Rebuilding Fund, established in September 2005, will
help the university rebound from Hurricane Katrina healthier and stronger.
Because of the enormous challenges we face, Tulane has set a goal to raise
$100 million in unrestricted gifts by 2007. This initiative is advancing thanks
to generous support from our alumni and friends.
Our current goal is to raise $25 million by June 30. We are in extraordinary
times with extraordinary needs and have pooled our resources to create this
fund to make certain that priority needs across the entire university are addressed
in an effective and efficient manner.
You may designate your Rebuilding gift to a particular school or department
as these designations reflect the commitment and support that you have demonstrated
for them over the years.
Associates
recognition levels remain in place as we raise unrestricted
funds earmarked for our rebuilding efforts.
• Through
the fund, your gift will make possible supplemental services
and educational support that is crucially needed for students,
faculty and staff through the initial months of rebuilding.
• Your
gift also will help offset costs of various programs and
scholarship assistance vital to student retention and recruitment.
• Additionally,
your gift will aid in preserving and upgrading equipment,
learning resources and facilities, especially when other
means are insufficient.
Ultimately,
your gift will help renew Tulane University and the communities
we serve. Please
donate today.
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What
are the various Challenge Grant Opportunities available?
The
Albert H. “Sonny” Small, Jr. (A&S’79)
Regional Challenge Grant for Tulane Alumni Residing in
the DC, Virginia, Maryland Area
Tulane
alumnus Albert H. “Sonny” Small, Jr. has announced
a unique opportunity for alumni in the D.C., Virginia and
Maryland area making a gift to the Tulane University Rebuilding
Fund. Mr. Small will match all donations, dollar for dollar*,
made to the Tulane University Rebuilding Fund from alumni
donors in D.C., Virginia and Maryland and those who have
not yet made a gift to the Tulane Rebuilding Fund - up to
$500,000 total.
This
Challenge allows these alumni to give to Tulane University
knowing that the amount they give will
be doubled, making the impact of their individual
gifts even greater. The collective impact of new gifts from alumni and matching
funds from this challenge grant will provide essential support for Tulane
during its rebuilding process.
Donors
from these areas need only make their gift to the Rebuilding
Fund. Qualifying
gifts will automatically be applied to the Albert H. “Sonny” Small,
Jr. Challenge Grant.
*up to $10,000 per household
The
Steel Partners Million Dollar Challenge Grant for the
Tulane University Rebuilding Fund
Tulane
alumnus Warren Lichtenstein presents the Steel Partners
Challenge: a unique opportunity for certain alumni making
a gift to the Tulane University Rebuilding Fund. Steel
Partners will match all donations, dollar for dollar*,
made to the Tulane University Rebuilding Fund from alumni
making their first gift to Tulane—up to $1 million
total.
This
Challenge allows first time donors to give to Tulane University
knowing that the amount they give will be doubled, making
the impact of their individual gifts even greater. The
collective impact of new gifts from alumni and matching
funds from the Steel Partners Million Dollar Challenge
Grant will provide essential support for Tulane during
its rebuilding process.
*up
to $10,000 per household
The Steel Partners Foundation Scholarship
Challenge Matching Gift Program for Undergraduate Scholarships
Tulane
alumnus Warren Lichtenstein will provide funds to Tulane
University up to $500,000 for any donor who commits to
a gift of at least $20,000 for undergraduate scholarships
only. Matching funds will be deposited to endowment accounts
as pledges are redeemed (on a $1 for $2 basis). The maximum
gift to be matched is $50,000 which, when matched, will
result in an endowed scholarship of $75,000. Funding is
limited and available on a first come-first served basis.
The
Jeffrey A. Altman Foundation Scholarship Challenge
for Undergraduate Scholarships in the A.B. Freeman
School of Business
Through
the generosity of Tulane University A.B. Freeman School
of Business alumnus, Jeffrey A. Altman, matching funds
are available to enhance donations for undergraduate scholarships. The
fund will match $1 for each $2 donated, with a cap at $25,000. For
qualifying donations greater than $25,000 the matching
dollars will apply to the 1st $25,000.
Note: minimal amount required to establish an
endowed scholarship fund at Tulane is $20,000.
The
Diboll Foundation Challenge
The
Diboll Foundation will provide funds to Tulane up to $250,000
for any donor to the Bea Field Alumni House Project, which
will support overall maintenance to Alumni House as well
as to ensure the integrity of alumni programming. This project
is named in honor of Bea Field, Director of Alumni Affairs
from 1942 until 1977. Matching funds will be deposited to
the endowment account as pledges are redeemed on a 1 to 2
ratio of challenge dollars provided against private dollars
raised.
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Does
my gift really make a difference?
Yes,
every gift makes a difference. In fiscal year 2005, tuition
alone covered less than half of the university’s
annual operating budget. Your gift of any size plays
an important role in helping Tulane meet its needs in
many ways. By giving, you impact the initiatives that
you help make possible as well as the message to others
about your commitment to our University. In addition,
your gift is a vote of confidence that serves as a catalyst
for other gifts and grants, and helps ensure the financial
security and continued success of Tulane.
And,
your gift this year to the Rebuilding Fund is critical
to the rebirth of Tulane. The answer to the question “does
my gift really make a difference?” this year
above all, is a resounding Yes!
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Can
I designate a gift for more than one purpose?
On
the secure online giving site, you may check as many
boxes
as you would like. Unless you give specific instructions
to the contrary, your gift will be split in equal shares
among
the choices you made.
If
you wish to make specific amount and/or purpose designations
you should do so in the Comments
section box.
Back
to top Can
I make a Payroll deduction online?
Tulane
faculty and staff may make their gift via payroll deduction
by clicking
on Direct
Deduction, print out and
complete the
form. Mail to 3439 Prytania Street, Suite 200, New Orleans,
LA 70115 or fax to Malinda Sanchez, Manager Gift Accounting
504-865-6763.
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I make a pledge online?
Click
on Make A Pledge. Please print out form and fax or mail
to us. The address and
fax number are on the
form.
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How
can I give? Whom do I call? Where do I mail my check?
- The
online giving application allows you to make a gift
or pledge payment in a variety of ways:
-Credit
card
-Electronic funds transfer (EFT)
-Securities gift
- You
can also call us to make a gift or pledge payment by
credit card at 888.265.7576; for securities gifts call
800.999.0181.
- You
can mail a check made out to Tulane University to:
Gift Accounting Office, 3439 Prytania Street, Suite
200, New Orleans, LA 70115. Don't forget to include
a note telling us how to direct your gift.
- You
can set up a bequest or a life income gift or by calling
the Office of Planned Gifts 800.999.0181.
- If
you are interested in making a pledge, please feel free
to call one of these offices listed below.
- Donors
considering significant gifts to Tulane usually work with
university staff to match their interests with
the university's needs. Donors may make gifts through pledges
paid over a term of years (five-year pledges are most common),
through outright gifts of cash or appreciated securities,
or by setting up bequests or life income gifts (see Planned
Gifts for more information about such gifts).
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Whom
can I contact if
I still have questions?
Individual
Giving (annual unrestricted and large gift
opportunities)
Jeff Bush, Associate Vice President for Development at 1.888.265.7576
Chris Tobin, Assistant Vice President at 1.888.265.7576.
Planned
Gifts, including bequests, life income plans
and gifts of securities; visit planned
giving online
Beth Turner, Director of Planned Gifts at 1.800.999.0181
Corporate
and Foundation Relations
Christine Hoffman or Martha McKnight, Development Officers at 1.888.265.7576
Alumni
Development Services handles gift accounting,
receipts, database operations
Gail Mast, Director of Alumni Development Information Services at 1.888.265.7576
Vice
President’s Office
Luann Dozier, Vice President for Development at 1.888.265.7576
General
Questions
Juanita Dyer, Director of Development Administration at 1.888.265.7576 or email and
outline your question and someone will respond by phone or email.
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How
will I be recognized for my gift?
Donor
Rolls are published periodically in the Tulanian. Donors
of annual unrestricted gifts are listed at the following
levels of recognition:
Pillars of Tulane $50,000+
Founders’ Club $25,000-$49,999
President’s Club $10,000-$24,999
Provost’s Club $5,000-$9,999
Deans’ Club $2,500-$4,999
University Club $1,500-$2,499
Crescent Club $1,000-$1,499
Live Oak Club $500-$999
Century Club $100-$499
Campus Club $25-$99
The
William Preston Johnston Society recognizes planned giving
donors. Gifts
of $1,500 or more qualify you for membership in the Tulane
Associates Program, and provides special benefits for its
members.
Donors
who have established named funds at Tulane receive regular
reports from the university, often directly from the gift
beneficiary. These may take the form of a letter from a scholarship
recipient or a personal meeting with the faculty member whose
research the donor is helping to underwrite. Back
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How
can I find out if my company will match my gift to Tulane?
Many
companies match employee gifts up to a certain limit per
year. To find out if your company is among those participating
in a gift-matching program, click
here.
You
can also ask your human resources department for information
about your company's gift-matching policy.
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Are
there minimum gift levels for naming gift opportunities?
Minimum
gift levels vary, though there are several common large gift
opportunities that have standard minimum levels:
- Deanships
$5 million
- University
Chair $3 million
- Chair
$1.5 million
- Professorship
$500,000
- Early
Career Professorship $100,000
- Named
Honor Scholarship or Fellowship $600,000
- Named
Founder’s Scholarship or Fellowship $300,000
- Named
President’s Scholarship or Fellowship $100,000
- Named
Scholarship or Fellowship $20-100,000
The
minimum for any endowed fund is $20,000
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What
are the tax benefits of making a gift to Tulane?
- Tulane
is a 501(c3) tax exempt organization. Donors who itemize
are eligible for a charitable deduction for income
tax purposes, subjected to certain percentage limitations.
Gifts to Tulane are also deductible for estate and gift tax
purposes.
- Bequests
and life income gifts offer significant tax benefits.
For more information, please visit Planned
Giving, where you will be provided with many resources
on planned giving as well as contact information.
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What
are the benefits of making a gift of securities
- Avoid
capital gains tax on appreciation.
- Itemized
charitable income tax deduction equal to full value
of securities held more than a year.
- Make
your gift to the Rebuilding Fund a gift of stock.
- Fund
a gift annuity, pooled income fund gift or charitable
remainder trust with stock to save taxes and increase
income.
- Let
Tulane share in your company's growth through a gift
of closely-held stock.
- Pass
stock to your family at a lower transfer tax cost through
a charitable lead trust.
Deductibility
is limited to 30% of adjusted gross income with a five-year
carryover of amounts in excess of this limitation.
How
can I make a gift of securities?
- If
you want to donate stocks or bonds held in your brokerage
account
Call the Office of Planned Gifts at 800.999.0181 to obtain a sample broker
instruction letter containing all pertinent information. The transfer usually
can take place within 1-3 days of your broker's receipt of the instruction
letter.
- If
you want to donate mutual fund shares
Call the Office of Planned Gifts at 800.999.0181 for
instructions; transfer procedures vary with each mutual fund. A transfer
of mutual fund shares usually takes longer than a transfer of stocks or bonds.
- If
the certificates are in your possession and unendorsed
Mail certificates, with letter of instruction, by FIRST CLASS mail. Separately
mail to the same address the stock/bond power, only filled out with the number
of shares and your guaranteed signature. Use one of the two addresses below
for both mailings:
Office of Planned Gifts
Tulane University
3439 Prytania Street Suite 200
New Orleans, LA 70115
Betty Gutierrez
Accounting Office
Tulane University
1030 Audubon Street
New Orleans, LA 70118
- If
the certificates are already endorsed
Send by REGISTERED MAIL or deliver by hand to either of the addresses in
step 3.
- For
all securities gifts
Notify the Office of Planned Gifts in writing of your gift and the purpose
for which the gift is to be used. Call, write, fax, or e-mail the Office
of Planned Gifts if you or your broker have any questions.
The information on this site is not intended as legal,
tax or investment advice. For such advice, please consult an attorney,
tax professional or investment professional.
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What
is Tulane's federal tax ID number? 72-0423889
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I
don't see the designation of my choice in the options on
the online form. How can I indicate where my gift should
go?
This
year the Rebuilding Fund is our highest priority,
but you can still enter a purpose other than rebuilding in
the “Comments” section
of the online giving form.
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Does
Tulane University publish an annual report?
If so, how can I get a copy?
Tulane’s
President Scott Cowen provides an annual report each
year. Please visit our website to
view the report.
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How
can I learn about the Renewal Plan initiated in December?
Please
click on the following link to learn all about the efforts
which went into planning for the rebirth, renewal and revitalization
of Tulane and the New Orleans area. renewal.tulane.edu
Some
alumni and friends may wish to make a more sizable investment
for key projects. There are many priority initiatives currently
underway at Tulane due to the rebuilding effort that are
in need of significant support (Please contact Juanita
Dyer).
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