Impact of Planned Giving

James F. Obear

UTK Bequest Expectancies

20142016

20182020

20222024

20262028

20302032

20342036

20382040

20422044

20462049

2064$0.00

$20,000,000.00

$40,000,000.00

$60,000,000.00

$80,000,000.00

$100,000,000.00

$120,000,000.00

$140,000,000.00

$160,000,000.00

Pledged Amount

Year Realized Pledged Amount2014 $3,000,000.002015 $352,504.002016 $5,145,005.002017 $10,003,418.002018 $4,447,670.192019 $8,305,408.002020 $10,520,095.612021 $11,170,158.612022 $20,206,016.002023 $7,103,012.002024 $1,558,011.002025 $6,202,504.002026 $15,994,001.002027 $9,460,004.002028 $18,434,987.002029 $31,823,009.002030 $20,050,000.002031 $40,330,117.00

Year Realized Pledged Amount2032 $138,035,126.002033 $16,620,388.652034 $11,513,408.502035 $31,387,942.002036 $24,634,001.002037 $9,443,405.002038 $27,145,411.002039 $9,156,002.002040 $13,365,000.002041 $9,325,000.002042 $1,939,000.002043 $16,149,600.002044 $812,000.002045 $1,180,001.002046 $4,500,004.002047 $2,551,407.502049 $1,062,500.002057 $60,000.002064 $100,000.002099 $43,996,817.67

UTK Bequest Expectancies

IMPORTANT NOTES:

The previous slide includes $44 million in expectancies, which our records did not contain the dates of birth for both spouses. This amount would bring the total to approximately $587 million.

The previous slide does not include 3rd party managed trusts paying non-donor beneficiaries and open estates, which would add approximately $75+ million to the total.

The previous slide does not reflect approximately $45 million held in trust by the university.

The previous slide does not reflect approximately $2 million for charitable gift annuities.

UTK Bequest Expectancy Projections Notes

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013$0

$1,000,000

$2,000,000

$3,000,000

$4,000,000

$5,000,000

$6,000,000

$7,000,000

Realized Bequests

UTK Realized Bequests – Fiscal Year

2003-2013 Bequest 11 Year Average $4,442,656.00

FY Realized Bequests2003 $4,408,4062004 $3,544,5872005 $2,696,7692006 $6,636,1222007 $3,538,0672008 $4,992,5052009 $3,050,7392010 $6,422,4372011 $3,907,4242012 $4,638,4742013 $5,033,686

UTK Realized Bequests – Fiscal Year

Recent Gifts Making an Impact

• Institute of Agriculture (Scholarship)

• Business Administration (Faculty & Scholarship)

• Engineering (Scholarship)

• Library and University Wide (Unrestricted and Scholarship)

• Education, Health and Human Sciences (Faculty)

We Need Your Assistance

• Engage your alumni and friends in volunteer positions throughout

your units • Identify potential planned gift prospects

Former Students Colleagues Faculty, Staff and Retirees

• With your assistance “The Future is so Bright…”

Office of Planned Giving600 Andy Holt TowerKnoxville, TN 37996

865-974-2115http://www.gftpln.org/Home

Woody Henderson Linda Friedland

Assistant Vice President of Planned Giving Senior Director of Planned Giving

865-974-2326865-974-2334

whenderson@utfi.org lfriedland@utfi.org

Angelia Nystrom Eric Schimmoeller

Director of Planned GivingAssociate Director of Planned Giving

865-974-8634865-974-4513

anystrom@utfi.org erics@utfi.org

James F. ObearAssistant Vice Chancellor, Development

University of Tennessee Knoxville 1609 Melrose AvenueKnoxville, TN 37996

865-974-2370jobear@utfi.org