Loyola University Chicago

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Plan for family and charitable goals with planned giving news in your mail or inbox.

We welcome you to explore Loyola Legacy, our biannual publication that highlights estate planning options, current news about Loyola, and interesting donor stories.

Below you will find the most recent copies of Loyola Legacy (formerly known as Magis). If you have any questions about the stories or gift opportunities or would like us to send you a paper copy, please feel free to contact us.

Fall/Winter 2016

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In the fall/winter issue, you can read about James Venskus (BA '70, MA '88) and the provision in his estate plan to provide study-abroad scholarships. Learn about Dr. Margarite Angelopoulos (Resident LUHS ’94), who set up a charitable gift annuity to support the Stritch School of Medicine. And learn about helpful milestones in your life for reviewing your will, like major life events, and how to leave assets to beneficiaries by means other than a will.

 

Spring/Summer 2016

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In the spring issue you can read about the late Robert R. Otremba (BS '49, MS '63) and a $2.5 million estate gift that he left to Loyola to fund several scholarships. Learn about Dr. Robert (MD '85) and Pamela Munson, who have designated a significant gift in their estate plan to support scholarships for Stritch students. And read about Joyce Barry (MUND '55), who left more than a million dollars to the Gannon Center as a tribute to her education at Mundelein College.

 

Fall/Winter 2015

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In this issue we share stories about Jeanne (MUND '74) and Desmond LaPlace, longtime champions of the Gannon Center for Women and Leadership. Read about Dr. Richard Wellington Poley (MD '57) who set up a scholarship in honor of his late classmate and friend Dr. James Patterson (MD '57). We also feature a story on Anne Bannister (JFRC Fall '84, BBA '85, MBA '93), a Rome Center alumna who has included the Rome Center in her estate plan. And finally, if you need some creative ideas for making charitable gifts while also supporting your family, this issue is for you!

 

Spring/Summer 2015

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Meet Dr. Michael (BS ’62) and Dorothy (MUND ‘62) Carbon, who met when he was at Loyola and she was at Mundelein. Read about their support of the Carbon Scholars Program, and learn helpful tips about making estate plans.

 

Fall/Winter 2014

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Meet Charles Whittingham (BS '51) and learn about his Loyola story and his support for the future of the University. Read about three common year-end challenges facing taxpayers and how your charitable goals can align with your financial needs.

 

Spring/Summer 2014

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Meet Mary Jo Bohr (JFRC ’71-’72, BA ’73) and Patricia Wozniak (BSN ’59) and hear how a Loyola education has impacted their lives and how they intend to support future generations of Loyola students. Read about charitable gift options that provide you with steady income while supporting your alma mater. Check out a case study that examines how you can turn appreciated securities into fixed income when you will need it most.

 


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