east stroudsburg university foundation

What east stroudsburg university foundation does

East Stroudsburg University Foundation is a Pennsylvania-domiciled 501(c)(3) nonprofit charitable foundation (Federal Tax ID #22-2826714) affiliated with East Stroudsburg University. The foundation's mission is to secure philanthropic support by cultivating lasting relationships and responsibly stewarding assets to advance the university's initiatives and strategic priorities. It serves alumni of the university, their families, and friends through a coordinated planned giving program encompassing bequests, gift annuities, charitable remainder trusts, charitable lead trusts, IRA charitable rollovers, donor-advised funds, pooled income funds, and gifts of cash, securities, real estate, retirement assets, life insurance, business interests, and other property. The foundation also cultivates a professional advisor segment of CPAs, attorneys, CLUs, CFPs, ChFCs, and trust officers who refer planned-giving clients.

The foundation operates a digital planned giving platform at esufoundationlegacy.org hosted by Crescendo Interactive, Inc., which provides the website infrastructure, interactive benefit calculators (generating printable income and tax projections for various gift structures), an online will-creation tool, an estate planning guide PDF, a video library on giving methods, a donor e-newsletter, and Savvy Living/Washington News/Finance News editorial content. There is no native mobile application, no public API, and no disclosed proprietary technology beyond the hosted website and its calculator suite. Products and services are free to donors; the foundation does not charge recipients.

As a charitable organization, the foundation generates inflows through gifts rather than commercial revenue. It accepts current gifts (cash, securities, real estate) for immediate use and planned gifts (bequests, annuities, trusts, IRA rollovers, DAFs) that are typically irrevocable and may realize over years or decades. Recognition programs such as The 1893 Society acknowledge donors who have named the foundation as a beneficiary in their estate plans. The foundation is governed by its own Board of Directors and is led by Shelley A. Speirs '92 MBA, Senior Director, Development and Alumni Relations, operating from a single headquarters at 200 Prospect Street, East Stroudsburg, PA.

Name

east stroudsburg university foundation

Legal name

East Stroudsburg University Foundation

Website

https://esufoundationlegacy.org

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

11–50 employees

Short description

East Stroudsburg University Foundation is a nonprofit 501(c)(3) charitable foundation that manages planned giving and legacy gift programs for East Stroudsburg University, serving alumni, donors, and professional advisors through an educational website and benefit calculators.

Ownership category

akta.pro rank

Product category

Nonprofit Planned Giving Services

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (8132), Other Grantmaking and Giving Services (813219)

SIC

Services-Educational Services (8200)

akta.pro primary industry

Education Grantmaking Foundations (BPAGAKAK)

akta.pro secondary industries

Major Gifts, Planned Giving & Endowment Development (EDALAOAC), Fundraising & Annual Giving (EDALAOAB)

Keywords

• Planned giving services
• Charitable gift planning
• Estate planning resources
• Nonprofit foundation fundraising
• Donor advised funds

Headquarters

HQ city

East Stroudsburg

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. Planned Gifts and Bequests: The foundation receives charitable gifts through various planned giving vehicles including bequests, gift annuities, charitable remainder trusts, IRA charitable rollovers, donor advised fund grants, gifts of real estate, stocks, bonds, retirement assets, life insurance, business interests, mineral interests, and farm interests. These are typically irrevocable gifts that provide tax benefits to donors while generating long-term support for the university.
2. Current Gifts: The foundation accepts immediate gifts including cash donations, gifts of stocks and bonds, real estate, and other assets that provide immediate tax deductions to donors.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

East Stroudsburg University Foundation operates a planned giving platform that coordinates charitable gifts with donors' financial, tax, and estate planning goals to benefit East Stroudsburg University. The foundation offers multiple gift vehicles including bequests, IRA charitable rollovers, donor-advised funds, charitable remainder trusts, gift annuities, and gifts of stocks, real estate, retirement assets, and life insurance, supported by interactive benefit calculators, an estate planning guide, educational videos, and a GiftLaw Pro professional advisor resource.

Product overview

East Stroudsburg University Foundation operates a planned giving platform offering educational services and financial tools for charitable estate planning. The core offering centers on gift planning services coordinated with donors' financial, tax, and estate goals, supported by benefit calculators that generate printable projections for various giving structures. The product portfolio includes multiple gift vehicles (bequests, IRA rollovers, charitable trusts, gift annuities, donor-advised funds, and gifts of real estate, stocks, business interests, and retirement assets), complemented by calculators, an estate planning guide, professional advisor resources (GiftLaw Pro), educational videos, and news content (Savvy Living, Washington News, Finance News, Personal Planner). The platform is built on Crescendo Interactive infrastructure and includes GDPR/CCPA privacy compliance.

Differentiator

Problem solved

Functional benefit

Products and services

• Gift Planning Services Comprehensive planned giving service that helps donors coordinate charitable gifts with their financial, tax, and estate planning goals, supporting East Stroudsburg University through wills, trusts, beneficiary designations, and direct asset transfers.
• Bequest Planning Gift vehicle that allows donors to designate the ESU Foundation as a beneficiary in their will or trust using specific, percentage, residual, or contingent bequest structures.
• IRA Charitable Rollover Qualified charitable distribution program for individuals age 70½ or older to transfer funds directly from their IRA to the foundation, reducing taxable income and satisfying required minimum distributions (2026 limit: up to $111,000 annually).
• Donor Advised Fund (DAF) Charitable giving vehicle allowing donors to make an irrevocable gift to a fund, receive immediate tax benefits, and recommend grants to charities over time with options for family legacy continuation.
• Charitable Remainder Unitrust Trust structure where donors transfer cash or appreciated property, the trust sells the assets tax-free, and donors receive income for life or a term with the remainder passing to the foundation.
• Charitable Gift Annuity Contract where donors transfer cash or stock in exchange for fixed lifetime payments based on age, providing partially tax-free income and an immediate charitable income tax deduction.
• Charitable Lead Trust Trust that makes gifts to the foundation for a specified term and passes the remainder to family beneficiaries at reduced transfer-tax cost.
• Deferred Gift Annuity Charitable gift annuity with payments beginning at a future date, supporting the foundation while building retirement income for the donor.
• Gifts of Stocks and Bonds Securities donation program enabling donors to gift appreciated stocks or bonds to avoid capital gains taxes while receiving charitable income tax deductions.
• Gifts of Real Estate Program accepting donations of appreciated real property, including homes, vacation properties, land, farms, and commercial real estate, as charitable gifts.
• Gifts of Retirement Assets Program accepting donations of unused retirement assets from IRAs, 401(k)s, 403(b)s, pensions, and other tax-deferred plans as charitable planned gifts.
• Gifts of Life Insurance Program accepting donations of life insurance policies that have outlasted their original purpose, converting them into charitable gifts.
• Pooled Income Fund Commingled charitable fund where donors make gifts, receive tax deductions, and receive proportional income from pooled investments for life.
• GiftLaw Pro Charitable Tax Reference Service Charitable tax reference service for CPAs, attorneys, and financial professionals providing detailed information on gift and estate planning strategies with links to IRS code sections, regulations, rulings, and cases.

Quantifiable outcome

• Donors age 70½ or older can make IRA charitable rollover gifts of up to $111,000 annually (2026 limit)
• +1 more outcomes

Named customers13 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Crescendo Interactive, Inc.minorOthersWebsite hosting provider for the planned giving website (esufoundationlegacy.org). Crescendo Interactive hosts the platform and provides related services including privacy management, website functionality, and calculator tools.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Penn State University Development and Alumni Relations: Penn State is the dominant Pennsylvania state-system peer; it operates a much larger planned-giving and major-gifts operation but shares the same PASSHE alumni constituency and donor demographic. Directly comparable as a fellow PA public university foundation with multi-channel planned-giving programs.
• Indiana University Foundation: Larger public-university foundation operating comprehensive planned-giving, major-gift, and endowment programs; useful as a benchmark for what a more mature alumni foundation infrastructure looks like, though at materially greater scale.
• University of Florida Foundation: Major public-university foundation with an extensive planned-giving platform, gift vehicles, and professional advisor resources; comparable operating model but at much larger scale than ESU Foundation.
• University of Pittsburgh Office of Institutional Advancement: Pennsylvania-based university advancement operation running legacy giving, planned gifts, and major gifts for Pitt. Overlaps with ESU Foundation on PA donor geography and planned-giving product suite, but at significantly larger scale.

Direct peers

• West Chester University Foundation: Same Pennsylvania State System of Higher Education (PASSHE) as ESU; operates the alumni-development and planned-giving function for WCU with overlapping donor demographics, similar-sized institution, and comparable gift-vehicle menu. The most directly comparable PASSHE peer.
• Bloomsburg University Foundation: Another PASSHE peer institution running an alumni/philanthropy operation for Bloomsburg University. Same state-system constraints, similar institution size, alumni base, and northeast Pennsylvania geographic footprint.
• Kutztown University Foundation: PASSHE peer foundation supporting Kutztown University with alumni development and planned giving; comparable institutional scale, donor base, and Pennsylvania regional alumni overlap with ESU.
• Stony Brook Foundation: State university-affiliated 501(c)(3) foundation managing philanthropic support and planned giving for Stony Brook University; comparable mission, governance structure, and donor base characteristics.

Others

• Crescendo Interactive, Inc. Technology vendor that hosts the foundation's planned-giving platform, calculators, wills tool, and donor content. Included as an ecosystem enabler rather than a competitor - the same vendor powers dozens of comparable university-foundation websites.

Regional players

• Case Western Reserve University Office of Planned Giving: University-level planned-giving program with a comparable digital planned-giving site structure (bequests, CRTs, IRA rollovers, gift annuities, donor stories). Comparable product mix and marketing approach but serving a different institutional and geographic base.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/ESU_Foundation
• LinkedInlinkedin.com/company/east-stroudsburg-university-foundation

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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M&A

Investments

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