In This Issue—Fall 2023

• Dear Friends
• A Meaningful Gift with a Steady Return: Ray ’69 and Leslie Heaslip Wengenroth ’74
• A Simple Way to Pay It Forward: Paul ’77 and Susan Blazar Friedman ’78
• The Gift Annuity: New Higher Rates Mean More Income for You
• What Are the New Rates for Gift Annuities?
• How Are Gift Annuity Rates Determined?
• I Am Married. Can Colgate Make Income Payments as Long as Either One of Us Is Alive?
• I Don’t Need Additional Income Now. Can I Make a Current Gift and Delay Receiving Payments?
• The Return of the Estate Tax for $5.6M+ Estates
• Forever Colgate: Join the Willow Society

Forever Colgate: Join the Willow Society

Do you have Colgate in your estate plan already? If you have not shared your plans with us yet, we would like to thank you and welcome you to the Willow Society. We would also like to help you consider the impact you would like to make. All inquiries are confidential. Your plans may count toward the Campaign for the Third Century and/or toward your 50th Reunion gift. You can contact us at plannedgiving@colgate.edu.