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Planned Giving

Why I Give

 

Elsa Lane NelsonNew Worlds
Elsa Lane Nelson ’65 grew up near Kalamazoo College and soon discovered it was a perfect gateway to explore entire new worlds. In this article, she talks with Matthew Brosco, K’s new director of planned giving, about her decision to support the College after her lifetime.  More

Alexander DoddsAssisting K Students in Perpetuity
In the early 1900s the Alexander Dodds Company of Grand Rapids, Michigan was exporting machinery throughout the world. Beginning in 1959 the Alexander Dodds estate was helping K students travel the globe.  More

PrestonPaying It Forward: Dr. Brian Preston '67 and Endowed Scholarships
Brian Preston's generosity helps support K students now and in the future. He hopes to inspire others to give so more students have the opportunity to attend the college. More

Donor AdamsonInspiring Lifelong Learning: Kurt '69 and Martha (Campbell) Adamson '69
Though they studied on campus at Kalamazoo College "together" for two years, Kurt and Marty Adamson never met until their ocean voyage home from study abroad in Europe. Today they have been married for more than 44 years. More

Donor WilliamsWorking Together to Make a Difference: Henry Williams '70 and Rosemary Wade
Henry Williams '70 and his wife Rosemary Wade have been involved at Kalamazoo College for years. The couple gives regularly because of Henry's great experiences at the College—and to give future students the same opportunities. More

Donor FountainEnriching Future Lives
For Jim and Gwen Fountain, both members of the Class of '68, attending Kalamazoo College "provided a foundation for furthering our educations," Jim says. More

Donor WeberMaximizing Impact: William Weber '39
In 1935 when William Weber '39 came to Kalamazoo College, there were fewer than 400 students. More

Donor BakerMaking Bold Choices: Sally (Slater) Baker '87
For Sally (Slater) Baker '87, transferring to Kalamazoo College led her to more opportunities and experiences than she could have anticipated. More

Donor HayesGiving K a Home: Ruth Demme Hayes '37 and Allen Hayes '35
For many years, Ruth Hayes and her late husband, Allen, migrated between their house in Winter Haven, Fla., and their A-frame cabin overlooking Lake Michigan. More

Donor SchreurRepaying Your Community: John Curtis Schreur '87 and Carol Schreur
"Even though I'm only in my mid-40s, I really appreciate the importance of being well-prepared by creating a detailed trust and living will spelling out my intentions," says Curt Schreur. "I want to encourage others to be prepared."  More

Donor JohnsonEndowing Your Passion: Cal Johnson '71
Cal Johnson ‘71 wanted to make a creative gift to Kalamazoo College that would benefit not only the academic experience but also the College's bottom line. He worked with the Kalamazoo College Office of Development to connect with the music department and create an endowment that would be effective for the future of the music program.  More

Donor StarbuckK Women and Philanthropy
Continuing a pattern of giving she started with her husband, Marian (Hall) Starbuck '45 contributes to multiple organizations and enjoys being philanthropic. Giving back "makes me feel I'm here for a purpose other than just for me," she says.  More

Inheriting a Love for K: A Stetson Society Member's Story
When Elsie Miller first met her late husband Harold, a Kalamazoo College Alumnus of 1928, they often went to see musical performances together in Shelbyville. Though neither of them possessed musical talents of their own, they shared a great love for music.  More

Donor MickensSupport From Every Angle
When Helen Mickens '76 and her husband, Charles, visit Kalamazoo College, she always enjoys seeing the beautiful campus and improvements over the years—including the Upjohn Library Commons and the Hicks Student Center.  More

Donor SwenbyJust Add K: Uncomplicating Your Estate Plan Recipe
For Bonnie Swenby '69 and her husband Ralph, it was easy! They became members of the Stetson Society in 2004 and created a legacy to benefit the future of Kalamazoo College.  More

eBrochure Request Form

Please provide the following information to view the brochure.

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 gift 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 receive an immediate federal income tax charitable deduction. 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 receive an immediate federal income tax charitable deduction. 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

Please provide the following information to view the materials for planning your estate.