1850
H er itage F ellows
The 1850 Heritage Fellows allows Illinois Wesleyan University to recognize and honor individuals who have chosen to provide for the University through their estate plans or a deferred gift. The 1850 Heritage Fellows continues the tradition begun by our founders to preserve, create and share knowledge and wisdom. Married alumnae are listed under their married surnames followed by their birth name in parentheses. A single asterisk ( *) indicates the donor is deceased.
We invite you to consider membership
in the 1850 Heritage Fellows by joining other alumni, parents and friends who have invested in the future of Illinois Wesleyan University. Membership is offered to those individuals and families who make provisions for Illinois Wesleyan University in one of the following ways:
A. Bequest Intention. Name Illinois Wesleyan University as a beneficiary in a new or revised Will or add a Codicil to an existing Will. B. Make a future gift from an Individual Retirement Account (IRA), retirement plan, pension, or other qualified plan. Name Illinois Wesleyan University as a designated beneficiary for such plans. C. Gift Annuity. Enter into an agreement with Illinois Wesleyan University for a charitable gift annuity or a deferred gift annuity to provide a life income for one or two lives. D. Estate Note (Deferred Gift Agreement). This irrevocable pledge form is a legally binding claim against the donor’s estate. The donor provides the University with a designated sum or a specified percentage of his (or her) estate at death. E. “Pay on Death” Financial Accounts. When a person sets up a savings account, share account or certificate of deposit for the benefit of another person or a charitable interest at his/her death, the balance of the account passes outside the provisions of the Will. F. Life Insurance. Name Illinois Wesleyan University as the sole or partial beneficiary of a life insurance policy. When Illinois Wesleyan University is named the owner and the beneficiary, you will receive an income tax deduction for the annual premium payments, if paid to the University, with the University making the premium payments at its election. G. Retain a life estate interest. Donors may choose to give their home, recreational home, or farmland and retain a “lifetime interest” in the property. H. Charitable Remainder Trusts. An irrevocable charitable remainder unitrust or annuity trust benefits the donor(s) today and Illinois Wesleyan University in the future. Trusts may be modified in a variety of ways to suit the objectives of the donor. The trustee pays income to the donor and/or someone else for life or for a specified number of years, and then the remainder is paid to the University.
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Bequests and Estates (Realized in Fiscal Year 2012) Mr. David E. Brown ’45* Transforming Lives Unrestricted Fund
Mrs. Esther Howell ’31 (Loser)* The Wesleyan Fund
Mrs. Marcheta Brown ’48 (Marr)* Transforming Lives Unrestricted Fund
Mr. Ralph G. Hulett ’48* Transforming Lives Unrestricted Fund
Mrs. Vera W. Campion ’39 (Weber)* The General Education Classroom Building Fund and the Transforming Lives Unrestricted Fund
Ms. Florence M. Kasiske ’33* The Evelyn Chapel Endowment Fund, The General Student Scholarship Fund and The Florence Kasiske Endowed Scholarship Fund
Mr. William G. Cox* C. David Rexroat ‘75 Memorial Endowed Scholarship Fund Mrs. Joyce Green* The Wesleyan Fund
Mr. Lee L. Morgan H ’84* Transforming Lives Unrestricted Fund
Planned Gifts (Established in Fiscal Year 2012) Annuities, Unitrusts and other Trusts Professor Robert W. Harrington* The Professor Robert Harrington Endowment Fund
Mrs. Ruth W. Schneider The Ruth W. Schneider Endowment Fund
Bequests Anonymous Unrestricted Endowment Fund Mr. James W. Bruce ’68 Mrs. Judy L. Bruce ’68 (Paxton) The Jim and Judy Bruce School of Art Fund Mr. Bob E. Evans ’62 Mrs. Kathy K. Evans ’62 (Knuth) The Robert E. and Kathleen K. Evans Scholarship Fund
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Mrs. Elizabeth D. Franklin ’33 (Drysdale)* The Elizabeth Drysdale Franklin ’33 Endowment Fund in Support of Faculty Salaries and the Artistic Grant Program Mrs. Loretta Hess Provost Emeritus Wendell W. Hess The Wendell and Loretta Hess Professorship of Chemistry