![]() Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. California residents: Annuities are subject to regulation by the State of California. State law may further impact your individual results. References to tax rates include federal taxes only and are subject to change. Figures cited in any examples are for illustrative purposes only. For such advice, please consult an attorney or tax advisor. The information on this website is not intended as legal or tax advice. To learn more, contact the Office of Alumni & Development at 260.665.4114 or contained herein was accurate at the time of posting. Like Julie, you can show your gratitude for receiving a quality education and help future students with a gift in your estate plan. "It's really the best way for me to make a significant gift to the University and pay back what I received," she says. While she is not at a point in her life where she can make a major financial gift, she decided to support Trine through the biggest potential gift possible, adding a provision to her 401(k) that names the University as a benefactor. Today she serves as senior associate director of development, and remains very thankful for the start she got at Trine. "I still am friends with that group of girls," she says.Įventually she received a call about a major gifts position at Kalamazoo College and transitioned there. Though she wasn't a traditional student, she still got involved on campus by coaching the cheerleading and dance teams and assisting them with their fundraisers. She also began working on finishing her bachelor's degree from Tri-State, and, as she completed it, worked her way up from administrative assistant to office manager and eventually director of the annual fund and regional events. "I knew nothing about development, but they needed an administrative assistant in that department," Julie recalls.īob Remington, vice president for university development, encouraged Julie to go to The Lilly School of Philanthropy and take the basic overview course and, subsequently, to earn her certificate in fundraising management. After looking over her application, the human resources director had something else in mind. Tri-State and Trine University launched Julie Kerins (formerly Wert) on a new career path, and she hopes her estate gift to the University will help other young women looking for direction.īored in her job as a paralegal, Julie applied for a housekeeping position at Tri-State to be closer to her family's lake home. Nontraditional Student Finds a New Path in Life
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