$10 Million Endowment Match

How to Get Involved

Want to join in the $10 Million Endowment Match? Listed below are several creative giving options that qualify for the match:

  • Current Gifts - Cash, securities, real estate, and other assets used for endowment gifts in this match will be matched dollar-for-dollar as long as the minimum scholarship criteria is met. (Required minimum contribution: $10,000)

  • Charitable Gift Annuity (CGA) - A popular deferred gift that provides guaranteed life income.  Matching amounts are based on the actual value of the CGA to JBU at the projected maturity of the CGA. This amount will generally equal between 60 percent and 80 percent of the original face value of the CGA, depending on the age of the annuitant(s). (Required minimum face value: $20,000)

  • Charitable Remainder Trust (CRT) - A creative gift that provides the donor life income, offers a generous charitable deduction, and can create a lasting endowment with matching gift funds. CRTs paying 6 percent or less per annum and irrevocably designated to JBU are eligible for matching funds.(Required minimum face value: $100,000, with some exceptions)

  • Life Insurance - Life insurance policies that are paid in full and name JBU as the owner and beneficiary of the policy will potentially be matched.(Required minimum policy face value: $20,000)

  • Revocable Planned Gifts Amended to Irrevocable Planned Gifts - Certain existing revocable planned gifts that are amended to irrevocable planned gifts to JBU and designated for endowed scholarships or one of the qualifying programs will qualify as gifts to be matched, subject to certain limitations and minimums. (Required minimum face value: $20,000)

To learn more about these creative ways to participate in the $10 Million Endowment Match, contact JBU’s Development Office at 800-446-2450.