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We welcome you to explore Loyola Legacy, our biannual newsletter that highlights estate-planning options and interesting donor stories.
Below you will find the most recent issues of Loyola Legacy. If you have any questions about the gift opportunities presented or would like us to send you a paper copy, please contact us or fill out the form at the bottom of this page.
In this issue, learn how the SECURE Act may affect your retirement plans, your charitable giving, and the named beneficiaries of your IRA. Read about Celeste Sullivan (BBA ’81, MA ’95, CERT [Spanish Literature] ’00, MPS ’01), who has designated IRA rollovers to Loyola. Learn about Don V. Romanaggi, M.D. (SSOM ’60), whose charitable gifts have included a bequest to Stritch and a recent IRA rollover.
If you are interested in creative ways to support Loyola and its students, receive fixed payments, and enjoy significant tax benefits, you should consider a charitable gift annuity. This issue examines the many advantages of charitable gift annuities and answers questions you may have about this type of gift.
In this issue you can learn about your options for a charitable planned gift if you may be taxed on long-term capital gain. Read about Ken March (BS ’69, MA ’72, PhD ’73) and the gift of scholarship he provided for psychology students in his estate plan. Learn about John Foley (MD ’56) and the scholarship for medical students his family gave from his estate. And finally, read about Adele M. LeGere (MUND ’48), whose generosity also established an endowed scholarship through a planned gift. We hope you enjoy the archival photography featured in each newsletter for a trip down memory lane!
In this issue, learn about how new tax rules foster opportunities to evaluate your financial position and plans you have in place, or have been meaning to institute, including your estate plan. Read about Felicia McClelland and an endowed scholarship gift in her estate plan to support future social workers. Learn why Suzette M. Mahneke (MSN ’88) left an endowed scholarship gift in her estate plan to support future nurses. And read about Daniel Coleman (JFRC Spring ’77), who with his wife Julie included the Rome Center in their estate plan so that future students could have the same transformational Jesuit education in Rome.
In the fall/winter issue, you can read about Fred Sextro (BS ’30) and the gifts his daughters established in his memory. Learn about Ronald and Janet Hartman, who have established two-life gift annuities and a scholarship in honor of Ronald’s late father, Henry Hartman (MD ’30). And read about Valerye McCarthy (MUND ’52), whose generosity and legacy will support the Gannon Center and the leaders it produces.
In the spring/summer issue, you can read about Tamara Rodriguez (BS ’67) and the Arrupe College scholarship fund her family established in her memory. Learn about Michael Lichter (MD ’87) and Valerie Atkins (MD ’87), who have made provisions in their estate plan for a permanent endowed scholarship in support of Stritch School of Medicine students. And learn how you can make gifts of real estate, like Tamara Rodriguez’s family, and maximize your benefits.
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.
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.
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!
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.
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.
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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