Model Gifts

Example of a Current Gift Match
A woman gives appreciated securities with a value of $25,000 to establish a new endowed scholarship at JBU. This generous gift is matched dollar-for-dollar by the anonymous donor, creating a $50,000 endowed scholarship.

This new fund will award approximately $2,500 (5 percent of the five-year market average) in scholarship money each year to a deserving student or students at John Brown University.

Example of a Deferred Gift Match
A married couple establishes a $100,000 Charitable Remainder Trust (CRT), and irrevocably names JBU as the charitable beneficiary of the trust. The couple then creates a new endowed scholarship at JBU, where they are free to name the scholarship and establish the criteria for the student recipient(s), with some restrictions.

The scholarship is initially funded by the anonymous donor, who will give $100,000 to the new scholarship as a match to the face value of the couple’s CRT. When the trust’s term ends, the remaining funds in the trust will be transferred to the endowed scholarship.

Because of the unique nature of the $20 Million Challenge, this couple’s investment is able to create immediate scholarship funds for deserving students and life time income for themselves.