Donor Stories
Hear the stories of friends who have made an impact through their acts of giving to our organization.
Learn how our donors have made an impact at the University of Saint Joseph with their thoughtful planning and generous contributions.
Gail Cail Millerick '02
The Gail Cail Millerick Endowed Scholarship - This bequest will allow future students to achieve their dreams of a USJ education
Dr. Gina Rosich, Dept. Chair and Associate Professor An Endowment for Social Work
An Endowment Fund to support social work and equitable practice programs
Angela B. Conochalla '63 A family legacy — The Conochalla Family Endowed Scholarship
Angela "Angie" Conochalla's parents were local politicians who taught her an important lesson about giving back to society.
Molly Rees Gavin '71, DAA '11 Paying It Forward with Estate Planning
As a high school teenager, Molly Rees Gavin dreamed of becoming a social worker.
Craig Holch M '19 Deferred Bequest to Assist USJ Students
After a career of starting and owning various businesses, and early retirement at 41, Craig decided to pursue a master's degree in clinical mental health at the University of Saint Joseph.
Kathleen Wysocki Buchino '71 Appreciation for the Value of Education
Creating a Legacy for Generations
Dr. Barbara Kavanagh Haight '59
Endowed Fund for Nursing Research
Meredith Harris '78 Her Steadfast Support
Gazing across the tree-lined quadrangle, Meredith Harris '78 gestured toward the red-brick building.
Jeanne Marie Hunciker '45 A Legacy of Appreciation and Education
Throughout her life, Jeanne Marie Hunciker '45 supported the University of Saint Joseph in noteworthy and enduring ways.
Kathleen Magowan '47 Her Unexpected Gift
Sitting with Kathleen Magowan '47 for tea and conversation in a large, but simply-decorated home in Simsbury, Conn...
Endowed Scholarship or Fund
Kate recently attended her USJ Reunion. While reminiscing with classmates, she shared her gratitude for the outstanding education she received at...
The Benefit of Donating Your IRA
Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
Gift Examples
Bequest
Joe and Anna have been faithful supporters of our USJ. They believe it is important to help further our mission.
Using a Beneficiary Designation to make a gift to USJ
Joanne and her late husband Hal had been longtime supporters of USJ. Recently, Joanne's children encouraged her to update her estate plan.
Gift of a Bank Account When No Longer Needed (POD)
Keith has been a faithful supporter of University of Saint Joseph and makes regular gifts to support our work. Recently, Keith talked to our staff and expressed his interest in naming University of Saint Joseph as a beneficiary of his estate, but he wanted to keep the process as simple and inexpensive as possible.
Transferable on Death (TOD) Gifts
Harold and Jeanne married after meeting at an event University of Saint Joseph held for our donors. They wanted to leave a legacy gift that would support our mission and ensure that we remain financially strong well into the future.
A Bequest to Further USJ's Mission
Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of USJ. They wanted to create a legacy to provide future resources to continue its mission.
Bequest of Insurance
Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future. As the children grew up, married, found good jobs and accumulated significant assets, the insurance was no longer needed for its original purpose.
A Bequest to Save Taxes
Thomas was a widower who had a great love for USJ. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
Tax-Free Sale
Howard and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
Fixed Income for Retirement
After working for decades as a pediatrician in a small town, Patricia is ready to retire. Patricia has enough saved for retirement, but she is concerned about the impact a drop in the stock market would have on her retirement savings.
Capital Gains Tax Bypassed
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. While their investments increased substantially in value, their potential capital gains tax bill was rising.
Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home. Over the years, Clara's stock has increased in value.
Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. This sale would require that Gene and Carol sell their stock, subjecting them to capital gains. Gene and Carol are looking for a way to save taxes.
The Retirement Unitrust
Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm. When Mary was a child, the farm was out in the country. Now that the city has grown, the farm is within the city limits. Several developers would like to build homes on the farmland.
Property Turns Into Income
Miranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.
Flexible Deferred Gift Annuity
Luis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially in value.
Deferred Gift Annuity
Several years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, as the stock increased in value to $100,000 within three years. Though they were not in need of additional income at the time, the couple decided to cash in on this growth.
Gift Annuity for Real Estate
Jonathan purchased his home many years ago for $80,000. The home is now worth $420,000. Jonathan wants to sell his home and buy a condo for $130,000. If Jonathan were to sell the home and use his one-time $250,000 home exclusion, he could offset part of the gain but would still have to pay capital gains.
Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
We have all heard the saying, "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible. Karen and Stephen felt this way when they were establishing their estate plan. They wanted to pass their estate to family, but they also had a place in their hearts for our charitable mission.
An Easy Way to Help Our Work with Your IRA
Daniel was a retired businessman who volunteered for USJ. When we decided to add a new program, he was excited to help in a significant way.
Part Gift and Part Sale
Susan and Kevin bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their family could spend their summers along the lake. However, as time went on, Kevin's job kept him in town and the children grew up before Susan and Kevin had the financial resources to build on the land.
Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. Last year, Jim and Sharon made an addition to their list and began including their favorite charity.
Providing for Our Children's Future
Ron and Kathy worked for many years building their nest egg for retirement. While they felt their savings and investments would cover their needs, they wanted to make sure that their three children were provided for in the future.
The Walter I. and Mary P. Mitchell '90, M'94 DAA '12 Endowed Scholarship
Reflecting a Passion for Gerontology
John Piskor's Legacy of Support for the Arts and the Gengras Center
Over the years, art enthusiast John Piskor became part of the canvas of USJ's art community.
Gift of a Bank Account When No Longer Needed (POD)
Keith has been a faithful supporter of University of Saint Joseph and makes regular gifts to support our work. Recently, Keith talked to our staff and expressed his interest in naming University of Saint Joseph as a beneficiary of his estate, but he wanted to keep the process as simple and inexpensive as possible.
