Best of CASE District V Award
 

Institution: Miami University

Title of entry: Miami’s Gift Planning Guide

About this entry: To demystify the legal complexities of planned gifts, our team developed Miami’s Gift Planning Guide. This comprehensive resource transitions alumni from traditional cash contributions to high-impact asset-based gifts. By leveraging cross-departmental expertise, we produced a technically rigorous yet accessible recruitment tool for the University’s legacy society.
The initiative succeeded through a collaboration between Gift Planning, Foundation Relations, and Marketing. For technical accessibility, the team translated complex vehicles into clear, benefit-driven language. The overall goal of the guide was to make gifts of assets accessible, signaling that gift planning is a tool for every donor with a vision. The result is a sophisticated recruitment tool that proves technical accuracy and resource efficiency can coexist to drive institutional growth, all while making legacy giving attainable for every donor with a vision.