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
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
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
Ellis ’57 and Suzee Rowland
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
Paul Jenkel ’60, John McQueen ’70, and Barrett Petty ‘63
Planned Gifts Make an Impact
Charles H. Harff ’51 and David McIntyre ’10
Harff Gift Annuity Scores a Great Scholarship for Hockey Star
Robert Fox ’59
Gives Back to Colgate Through IRA Rollover
Hans ’42 and Nancy Guenther
Nancy Guenther Continues Late Husband's Support of Colgate with Gifts of Her Own
Nancy and Dr. Richard Gates ’50
Students and Nancy Gates Benefit from Charitable Gift Annuity
Two Great Colgate Men Helping Others Have the Same Opportunities
Gift celebrates how Colgate inspired real estate developer Bruce Warwick ’60.
Under the stewardship of Colgate and Kaspick & Company, what was once a dilemma for Kenneth Hillyer ’49 has turned into a blessing.
Makes a difference by giving to Colgate
"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.
"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.
"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."
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."
"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."
"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."
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.