Francena Phillips Jackson, MA '94, comes back home to the University of Baltimore and brings with her over 14 years of alumni and development experience to UB's Office of Planned Giving. Prior to joining the advancement team at UB, Francena spent 5 years at the George Washington University, where she led a team of major gift fundraisers, and managed a leadership annual giving society during the school's Making History campaign. She also worked in alumni and development at the University of Maryland (College Park) Alumni Association, and the Robert H. Smith School of Business. Francena received her Master's of Arts in publications design in 1994. In addition, she holds a Bachelor's of Science degree from the Philip Merrill College of Journalism at the University of Maryland, College Park. She looks forward to growing the planned giving program at UB, especially the Turner Society. She is excited about working with alumni and friends of UB and helping them navigate the many planned giving vehicles that will help our university including bequests, Charitable Gift Annuities (CGAs), Charitable Remainder Trusts (CRTs), gifts by beneficiary designation, real estate, and Required Minimum Distributions (RMDs). Francena Phillips Jackson, MA '94 can be reached at firstname.lastname@example.org or 410.837.4385.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.