Planned Giving
Gift Planning Menu
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Click on an example below to learn more.
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Loren Veigel '75 was born to make music. After following his passion to
Mount Union and enjoying a long career sharing his gift with high school
students, he is grateful for the many experiences his education has
afforded him.
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Standing in his fraternity brother's doorway at the Alpha Tau Omega (ATO)
house one day, Dave Jones '62 happened to look out the window and noticed
the most beautiful woman he had ever seen.
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Changemakers. There is no better word to describe Dani Rizzo '10 and Adam Hoyt '11. Since
their time at Mount Union and in both their personal and professional lives
today, Dani and Adam are committed to giving back.
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Education shaped the life of Tom Flanigan '66 from the beginning, and it will be part of his legacy. His grandfather was a schoolteacher in a one room schoolhouse in southwestern Pennsylvania aptly named the "Flanigan School".
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Joe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.
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Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged...
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After working for decades as a pediatrician in a small town, Patricia is ready to retire.
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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.
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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.
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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.
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Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.
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Gene and Carol purchased stock in a small medical service company several years ago. The company has done well.
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Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
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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.
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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.
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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.
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As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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Keith has been a faithful supporter of University of Mount Union and makes regular gifts to support our work.
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Harold and Jeanne married after meeting at an event University of Mount Union held for our donors. They wanted to leave a legacy gift...
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Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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Several years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock.
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Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
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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.
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Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
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Luke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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While visiting her favorite charity's website, June came across the idea of a give it twice trust. She contacted the charity for more information.
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Ron and Kathy worked for many years building their nest egg for retirement.
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Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
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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.
Gift Examples
Gift Examples
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Joe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.
-
Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged...
-
After working for decades as a pediatrician in a small town, Patricia is ready to retire.
-
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.
-
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.
-
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.
-
Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.
-
Gene and Carol purchased stock in a small medical service company several years ago. The company has done well.
-
Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
-
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.
-
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.
-
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.
-
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
-
Keith has been a faithful supporter of University of Mount Union and makes regular gifts to support our work.
-
Harold and Jeanne married after meeting at an event University of Mount Union held for our donors. They wanted to leave a legacy gift...
-
Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
-
Several years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock.
-
Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
-
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.
-
Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
-
Luke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
-
While visiting her favorite charity's website, June came across the idea of a give it twice trust. She contacted the charity for more information.
-
Ron and Kathy worked for many years building their nest egg for retirement.
-
Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
-
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.
