Oakland University
Friday, October 31, 2014

Office of Planned Giving to Host "Lunch & Learn" November 10th



The Office of Planned Giving hosts a monthly "Lunch & Learn" seminar series. The series provides OU faculty, staff, alumni and friends with educational tools and resources on a variety of financial and estate planning topics. Space is limited; please be sure to register in advance to ensure your seat. Lunch is provided!


Date:        Monday, November 10, 2014

Title:        Understanding Oakland’s Endowment
                 and Endowed Gifts

Time:        Noon — 1:00 p.m

Location:   Oakland Center, Gold Room C

Session Overview:

Come have lunch and learn about the basics of Oakland University’s endowment. Our topics will include endowment history, impact of endowed gifts and the difference between a corpus and spending endowment.

Topics to be covered:
  • A history of Oakland’s endowment
  • How endowed gifts impact OU
  • An endowment’s corpus and spending
November L&L Invite

RSVP by:    Friday, November 7, 2014

There are no fees to attend either seminar, but registration is requested.

For assistance or questions please contact: 
Laura Musachio (248) 370-4403 | giftplan@oakland.edu

The Office of Planned Giving hosts a monthly "Lunch & Learn" seminar series. The series provides OU faculty, staff, alumni and friends with educational tools and resources on a variety of financial and estate planning topics. 

Created by Donna McVay (mcvay2@oakland.edu) on Friday, October 31, 2014
Modified by Evan Zusy (zusy@oakland.edu) on Thursday, February 26, 2015
Article Start Date: Friday, October 31, 2014
Article End Date: Friday, February 13, 2015