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Planned Giving

Discovering New Perspectives: Diana Gabriel '15

Diana Gabriel

Diana Gabriel '15

Discovering New Perspectives: Diana Gabriel '15

"The experience of having a quality education gives you more than a degree; it opens your mind and soul," says Diana Gabriel. Diana, a history major who will begin her senior year at K this fall, received the Dorothea (Dottie) A. Carmody Scholarship. Carmody who endowed the scholarship through a charitable gift annuity, was the kind of person who cherished helping individuals achieve their full potential. "The Dorothea Carmody Scholarship is providing me the opportunity to continue my education here at Kalamazoo College, and for that I am sincerely grateful," Diana says.

Inspired by a book she read her sophomore year in her historical methods class, Diana will focus her Senior Individual Project on Medieval British and Scottish witchcraft in the 1500s. Though she heard and read about witchcraft trials in the past, for her project she is studying and writing about them from a more rigorous historical perspective.

A Classics minor, Diana studied abroad at the American University of Rome last fall. "I developed the ability to wonder," says Diana, who before studying abroad had never traveled outside the Midwest. "I had the honor of meeting and befriending people from all around the world. These friendships changed how I think and see the world," she says.

While at K, Diana developed an interest in higher education administration through her work in the Office of Student Involvement. "I'm passionate about creating community on campus, I believe college should be a home away from home, and I strive to create events which not only interest students but engage them," she says.

Learn How You Can Help
If you would like to make a difference for students like Diana at Kalamazoo College, consider a planned gift. Simply contact Matthew Brosco, Esq., CFRE at 269-337-7288 or for more information. We would be happy to help you find the gift that is right for you, at no obligation.


eBrochure Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to Kalamazoo College a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to Kalamazoo College [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to K or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to K as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to K as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and K where you agree to make a gift to K and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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