Gift Planning

Donor Stories

Featured Stories

MacDonell “Don” Roehm Jr. ’61
Gives IRA to Help Colgate Soccer and Colgate Athletics

Walter Broughton ’63
A Man of Many (Planned) Gifts

Janet and Bill Maley P’09
Why We Chose a Flexible Deferred Charitable Gift Annuity with Colgate

More Stories

Margaret A. “Peg” Flanagan ’80
Alumnae Leadership Council Founder Peg Flanagan’s Gift Is Smart Financial Planning

Thomas Pursley ’66
Celebrates Liberal Arts Education Through a Bequest from His Retirement Plan

Photo of Len Dennick. Link to his story Photo of Jack Goodreds. Link to his story.

Len Dennick and Jack Goodreds
Friends Think Ahead for Their Class of ’56 Scholarship

Alden (Joe) Doolittle ’67 and his wife Gay
Leave a Legacy for Future Generations

Jim C ’68 and Sheri Quick
Insurance Gift Provides for Future Students

Thomas A. Pursley III ’66
Funds Second Gift Annuity with Colgate Because “Education Is a Beautiful Thing”

Denis Cronin ’69
Reflects On His Colgate Involvement and Why He Joined the Willow Society

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Robert R. Ammarell ’65, Robert E. Aberlin ’66, and Thomas H. Weidemeyer ’69
Gifts to Colgate Can Benefit Retirement and Create a Philanthropic Legacy

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Charles H. Harff ’51 and David McIntyre ’10
Harff Gift Annuity Scores a Great Scholarship for Hockey Star

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Robert Fox ’59
Gives Back to Colgate Through IRA Rollover

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Hans ’42 and Nancy Guenther
Nancy Guenther Continues Late Husband's Support of Colgate with Gifts of Her Own

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Nancy and Dr. Richard Gates ’50
Students and Nancy Gates Benefit from Charitable Gift Annuity

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Dr. Howard "Hoddy" Jones ’39 P’67 and Cecil Semple ’39
Two Great Colgate Men Helping Others Have the Same Opportunities

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Bruce Warwick ’60
Gift celebrates how Colgate inspired real estate developer Bruce Warwick ’60.

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Kenneth Hillyer ’49
Under the stewardship of Colgate and Kaspick & Company, what was once a dilemma for Kenneth Hillyer ’49 has turned into a blessing.

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Ed Safford ’58
Makes a difference by giving to Colgate

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Ron ’56 and June Schaupp
"I acquired the ability to reason and think and to express myself verbally and with the written word. I came away from Colgate with an insatiable urge to learn. I feel I owe Colgate for what it provided me," says Schaupp, who has created a generous bequest provision.

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Robin Jaycox ’53
"I had some securities that had significant appreciation and the gift annuity allowed me to lock in my gain, avoid capital-gain tax, and receive a very competitive interest income," says Jaycox.

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George ’40 and Dorothy Fisk
"I recognized that gifting the IRA to my children would not be tax-wise since estate and income taxes would take as much as 85 percent of the corpus. So it made sense to provide for my children and grandchildren with other assets and to use the IRA to make a gift to Colgate after my wife and I pass on."

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Dick ’56 and Betty Hanaway
Like the rest of his life, Dick's giving to Colgate has been both creative and unique. "There are no significant tax benefits to giving Colgate a promissory note but my main interest was to make a planned gift to Colgate using the equity in real estate while providing income for both of us during our lives."

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Fred Meendsen ’54
"I had some stock that kept appreciating, so I was faced with a significant capital-gain tax if I sold it. I decided to give my stock to Colgate's pooled income fund. It provides my wife and me with a steady income and because the fund is well managed, it's been a good hedge against inflation. After my wife and I pass on, Colgate will receive the corpus."

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Tom ’57 and Roberta Van Note
"I do appreciate what Colgate did for me and giving back is worthwhile. You can't do anything better than help educate young people," states Tom. The Van Notes used real estate to make a gift to Colgate that would have been impossible otherwise. "I wouldn't have taken the sum like that out of my investments."

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The discussion herein is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts to Colgate. We would be pleased to discuss, in confidence, ways in which you may support Colgate. These measures may also have an impact on your estate planning.

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