HWS Wheeler Society Booklet

Celebrating 25 Years of

Making a Difference

“A

t the end of 2014, The Wheeler Society will mark its 25th anniversary.

Planned gifts from Wheeler Society members support fellowships and financial aid, faculty research and academic programming, student internships, leadership opportunities and many other programs.

We invite you to join The Wheeler Society as we celebrate those who have created their legacies at Hobart and William Smith.”

—Trustee Chris ’84 and Rene Whitney ’83 Welles P’12, P’15, Co-Chairs, 25th Anniversary of The Wheeler Society

Bob Ford ’54, P’80, GP’13 established a planned gift to benefit the Statesmen Athletic Association Endowment.

Lasting Imprint In the 1980s, a group of forward-thinking stakeholders at Hobart and William Smith mapped out plans for a giving program that has since transformed the face of the Colleges and promises to sustain the positive momentum for decades to come.

Named for Schuyler Skaats Wheeler, who received an honorary degree from Hobart College in 1888, and his wife Amy Sutton Wheeler, the Wheeler Society was established in 1989 when the proceeds from their trust were received by the Colleges and used for the renovation of Gulick Hall. This gift from the Wheelers was established decades earlier and underscores the dynamic impact that thoughtful planning can have in transforming the campus and the lives of HWS students, faculty and staff.

All members of the Hobart and William Smith community who want to have a lasting imprint on the future of the Colleges are encouraged to join the Wheeler Society. Since its establishment, planned gifts – both large and modest – have helped to reshape the Colleges. These pages contain stories about these gifts, the people who made them, and how you, too, can create your legacy at Hobart and William Smith.

1882 Cornerstone for the Statue of Liberty laid.

First automobile race takes place between Paris and Rouen, France.

Leroy Firman receives patent for the telephone switchboard.

Schuyler Skaats Wheeler invents electric fan, a twobladed desk fan, produced by the Crocker and Curtis Electric Motor Company.

William F. Scandling ’49, LL.D.’67

L. Thomas Melly ’52, L.H.D. ’02

The “Trailblazers”

Jane Shepard Ritter ’48, L.H.D. ’05, a strong advocate for planned giving and The Wheeler Society, created her legacy – The Jane S. Ritter ’48 Endowed Centennial Scholarship.

Every great endeavor has stewards that rally others to the cause. In the case of Hobart and William Smith, two of the most significant stalwarts in the creation of The Wheeler Society are Tom Melly ’52, L.H.D. ’02 and the late Bill Scandling ’49, LL.D. ’67. Both dedicated themselves to the betterment of the Colleges through distinguished service on the Board of Trustees. And, they made significant investments of their time and resources throughout their years of service and beyond.

Scandling and Melly knew that planned gifts transform institutions, and they made it their mission to encourage others to invest in the Colleges as they would invest in their own families. Planned giving represents a lifetime commitment to the Colleges and is a statement of loyalty and affection made by donors who trust that the funds will benefit HWS students, faculty and staff for years to come. Though Bill Scandling died in 2005, to this day his legacy and the continuing active support of Tom Melly inspire others to include the Colleges in their long-term financial plans.

When officially launched in 1989, the Wheeler Society attracted loyal alums who so appreciated HWS that they created their legacy of support for the Colleges – names like Boswell, Walker and Bampton appeared with other compelling benefactors including Harford, Rounds and Truslow. And, devotion went beyond alumni and alumnae to relatives of graduates and community members who believed in the mission of the Colleges to educate young men and women of promise. For nearly 25 years, The Wheeler Society has existed to encourage planned gifts – of all levels – and to recognize the extraordinary legacies that have been created as a result of these gifts.

1934 Lucile Holtby Harford ’34, a victim of childhood polio, was able to walk up to receive her William Smith diploma after her father built a ramp and railing for her use. Throughout the years, she gave generously to the Colleges’ Annual Fund, and she established both a gift annuity and a bequest to provide assistance to students with disabilities.

“My siblings – William O. Boswell ’44, Patricia Boswell Prince and Constance Boswell Kelly ’51 – and I all learned about philanthropy from our grandfather Charles P. Boswell and our father William O. Boswell, Hobart alumni from 1860 and 1896, respectively. The Boswell family passion for Hobart and William Smith continues to run deep, and I hope other families will be inspired to create their legacies at the Colleges.”

1987

Planned giving society idea emerges under the leadership of William F. Scandling ’49, LL.D.’67 and L. Thomas Melly ’52, L.H.D. ’02.

– Charles P. Boswell II ’50, Registrar Emeritus (1955-1987)

1987 Charlie Boswell

1993 Robert North establishes the

II ’50 creates a charitable remainder annuity trust – The William Oliver Boswell 1896 Memorial Endowed Fund – in honor of his father.

Colleges first charitable gift annuity in honor of his late wife Marion de Mauriac North ’32 and, over two decades, donates more than 100 pieces to the Colleges’ art collection, known today as the Robert North Collection.

1989

Campaign for the Colleges (’80s) closes reaching $24 with $6 million in planned gifts.

The Wheeler Society: A T

1989 The Wheeler Society debuts.

1996 Dr. Edward

Since its inception in 1989, The Wheeler Society has generated more than $125 million in planned gifts, coming in all sizes and types and supporting myriad projects that will continue to transform Hobart and William Smith well into the future.

This timeline represents only a small portion of the thoughtful planned gifts that benefit the Colleges.

Generating Ideals & Transforming Lives Campaign begins.

’72 names the Colleges a beneficiary of her life insurance.

1990

T. Steele Trusts are received and provide support for the Annual Fund in perpetuity.

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1988

1997 Ivan Kuhl

1990 Carol Ulmer

1990

1987

Franks ’72 makes a bequest to the Colleges in support of both the Chemistry and Religious Studies Departments.

| 1989

1991

Richard Hersh becomes the 25th President of the Colleges.

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1990

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“I want to do what is best for the Colleges, and I know the President and administration will use my money wisely.”

1991 | 1992

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1993

| 1994

Ivan and Ruth Ku financial aid that m educations possible hav for HW sch

establishes The Ivan W. ’43 and Ruth Amidon Kuhl ’44 Endowed Scholarship through the first of many charitable gift annuities.

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1995

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1997

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1999

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2000

2005

Howard “Spike” Davidson ’55 and Jackie Askin Davidson ’55 establish a charitable gift annuity in celebration of their 50th Reunion and their 50th wedding anniversary.

1998

Generating Ideals & Transforming Lives Campaign ends with $102 million including $44 million in planned gifts.

2011 Following a family tradition, Lisa Fasolo

2003 Pietro ’67 and Maria del

1999

Mark D. Gearan becomes the 26th President of HWS.

Frishman ’99 and Aaron Frishman ’00 – son of Wheeler Society members Professor of Economics Alan Frishman and Ronny Frishman – make a bequest for scholarship support in their estate plans. It is possible that Jack (pictured with his parents) will carry on the legacy in the Hobart Class of 2032.

Fabro – devotees of all things Italian – establish a bequest to fund a scholarship for study in Italy. In 2006, they created The Ruth Black Undergraduate Study in France Endowed Fellowship named for a dear friend who was a devoted Francophile.

2001

Jean Reeves ’34 estate provides funding for the Arts Scholars program.

2012

Timeline of Transformation 2001 Horace Allen ’85, a social

uhl both received made their HWS e. As a result, they ve made the same true r future generations of WS students through holarship support.

entrepreneur whose non-profit organization is dedicated to the graduation and employment of young black and Latino men, named the Colleges as a beneficiary of his life insurance. An accomplished student who majored in economics with minors in sociology and religious studies, Allen was also a fouryear varsity letter winner on the Statesmen football team.

2002

Thomas Truslow ’27 bequest supports Geneva Scholarship Associates.

2009 HWS Trustee Gail H. McGinn ’73, now

2007

The estate of Peter Trias ’70 establishes an endowed fund for poetry and creative writing.

retired but formerly one of the highest ranking civilian women in the U.S. Department of Defense, established The McGinn Endowed Scholarship Fund in recognition of her spouse Larry McGinn’s fondness for and support of William Smith along with Gail’s own longstanding devotion to her alma mater. Her bequest establishes a scholarship for character, leadership, citizenship and scholastic accomplishments.

Campaign for the Colleges reaches $205 million including $60 million in planned gifts.

2014 The Wheeler Society reaches its 25th anniversary.

2010

Art de Cordova ’56 estate completes funding for de Cordova Hall.

YEARS

2002

Campaign for the Colleges begins.

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2002

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2004

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2005 |

2006

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2008

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2009

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2010 |

2011

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2013 | 2014

The Gift of Endowed Professorships In 1999 on the occasion of their 50th Reunion, a group of more than 80 grateful Hobart alums established, through numerous outright and planned gifts, the John Milton Potter Professorship in the Humanities in recognition of President Potter who “enriched so greatly the teaching mission of these Colleges.� Professor of Art Philia Yi, here working with a student, currently holds the Potter Professorship.

Planned Giving that Works for You and for HWS Those who establish planned gifts with Hobart and William Smith, whether teachers, accountants, entrepreneurs or entertainers, are giving back to a place – and the people – that helped shape their lives. These gifts, large and modest, come wrapped with memories and experiences – a legacy to pass on to new generations of Hobart and William Smith students.

When contemplating a planned gift it is important to assess your financial needs as well as the nature and purpose of your gift. Whether your intent is to give to the Colleges’ general endowment, which provides the institution the greatest flexibility, or to support an area of particular interest such as scholarships, athletics, building endowments or professorships, you can create your own lasting legacy.

Planned giving can achieve charitable and financial goals for you, your loved ones and the Colleges. Prudent planning presents the opportunity for you to realize a level of philanthropy that you might not have thought possible, and the planned giving staff can work with you to make the process relatively easy.

James Foster ’46 established a bequest to provide endowment support for the Finger Lakes Institute and its important mission of environmental research and education about the Finger Lakes and the surrounding area.

“Stroke of Pen Gifts” The most straightforward planned gift is to name the Colleges as a beneficiary of your will, retirement plan and/or life insurance policy. These “stroke of pen” gifts are easy to set up, give you control of your assets during your lifetime, allow you to change your intentions at any time, and may reduce estate and income tax liabilities.

Bequests: A bequest is a legal provision made by will or living trust through which you can name HWS as the recipient of whole or part of your estate.

Sample bequest language: I/we give to Hobart and William Smith Colleges, located in Geneva, New York, the sum of $ ________ OR ________% of my/our estate, to be used for the benefit of the Colleges.

Retirement Plan Assets: By naming HWS as a percentage beneficiary of your retirement plan, such as your IRA or 401(K), you may reduce the size of your estate and potential income tax exposure for your heirs. Your plan administrator can provide you with the proper documents.

Gifts of Life Insurance: You may name HWS as a percentage beneficiary of a policy that you have purchased or you received from your employer.

Life-Income Gifts There are numerous ways to establish a planned gift for the Colleges while providing life income for yourself and/or loved ones. These annuity and trust arrangements often provide tax advantages as well as predictable lifetime income.

Charitable Gift Annuity: In return for a gift of cash, appreciated securities and/or real estate, HWS will pay you and/or another beneficiary fixed income for life. You receive a charitable income tax deduction the year in which you make the gift and a portion of the fixed income you receive is tax-free. If funded with appreciated securities, the capital gains tax is reduced.

Deferred Charitable Gift Annuity: Similar to a charitable gift annuity, this deferred vehicle begins income payments on a predetermined future date, allowing you to secure future income for your retirement while making a current gift to HWS. Charitable Remainder Trust: These trusts can be established with gifts of cash or appreciated assets, such as real estate or securities. You and your designated beneficiaries receive income of at least 5% for life or a term of years. The annuity trust provides a fixed-dollar amount annually; the unitrust pays a variable income based on an agreed fixed percentage of the trust’s market value, revalued annually. Each type of trust generates a charitable income tax deduction and may reduce capital gains tax. HWS can act as trustee of a charitable remainder trust, if you choose.

Other Gifts to Consider Many individuals find they have assets of various kinds that they don’t necessarily need and would like to convert into a meaningful gift to the Colleges. There are a number of ways you can transfer assets outright or create a trust that may provide tax advantages to you as the donor and provide a great resource for the Colleges.

Gifts of Appreciated Securities: You can make an outright gift to HWS of appreciated securities or use them to fund a life income arrangement, such as a gift annuity or charitable trust for you and your loved ones, and in the process avoid capital gains tax.

Gifts of Real Estate: Similar to gifts of appreciated securities, you can give your property to the Colleges outright or use it to create a lifetime income (charitable remainder unitrust) for you and your loved ones.

Gifts of Life Insurance: When you make HWS the owner and beneficiary of a life insurance policy, you may take an income tax deduction on the value of the paid premiums and depending on the nature of the policy, the Colleges can cash in the policy or receive the death benefit.

Dr. Sandra Rivera ’85 named the Colleges a beneficiary of her retirement plan: “I believe that your money is like your vote – you have to put it toward what you really believe in. And I believe in William Smith College … because my experience there changed my life.”

Planned Giving Vehicles – You Make the Choice The following chart indicates benefits associated with various types of planned gifts. In addition, the Colleges planned giving staff can work with you and your legal and financial advisers in confidence to steer a course that makes the most sense for you.

Goal

Option

Benefit

Defer a gift until after your lifetime

Add a bequest to HWS in your Estate tax deduction and you will (cash, property, or a share keep assets in your control of the residue) during your lifetime

Secure a fixed income while avoiding market risks

Establish a charitable gift annuity

Tax benefits and often a higher rate of income from assets

Maximize heirs’ inheritance while giving to HWS

Name HWS as beneficiary of your retirement plan, leave other assets to family

Reduced estate and income tax

Create income from appreciated real estate or marketable securities

Establish a charitable remainder unitrust

Receive tax benefits and a variable income stream for life

Avoid tax on capital gains

Give appreciated stock or bonds held more than one year

Income tax deduction and avoidance of capital gains tax

Share a collection or other personal property of value

Donate tangible personal property related to the Colleges’ educational mission

Charitable deduction based on the full fair market value of the items

Make a large gift with little cost

Give a life insurance policy you no longer need

Current and possible future income tax deductions

Avoid capital gains tax on the sale of a home or other real estate

Give all or a percentage of your real estate to HWS

Income tax deduction, plus elimination of capital gains tax

Give all or a percentage of your home or farm but retain life residency

Create a retained life tenancy gift

Continue to enjoy your home and receive a charitable deduction and a reduction in the value of your estate

Membership in The Wheeler Society

During the Hobart Launch in 2008, Wheeler Society member John Enright ’95 shared his thoughts with the graduating seniors. He told them, “The Hobart experience is a lifetime experience.” And his Wheeler legacy will live on forever.

The Wheeler Society recognizes individuals and families who have created a planned gift in support of Hobart and William Smith. As a member of this group, the Colleges will recognize you with a Wheeler Society pin, and you will be invited to participate in special events on and off campus, including the celebration of the 25th Anniversary of The Wheeler Society in early 2015.

Just as wearing a pin or attending a special reception cannot match the personal satisfaction received from supporting the Colleges in this way, these simple acknowledgements cannot express the depth of our gratitude to Wheeler Society members. Many who make a planned gift will not see the results realized during their lifetimes. Wheeler Society members have a demonstrated confidence in the institution and faith that their gifts will make an important difference for years to come.

You become a Wheeler Society member when you notify the Colleges of your gift intent. Because we understand the personal nature of this type of gift, you need only share information that you are comfortable sharing. By adding your name to the growing list of Wheeler Society members, you will help to encourage others to follow your lead. Of course, if you prefer to remain anonymous, we will honor those wishes.

To learn more about the various planned giving options that are available to support Hobart and William Smith: • Return the enclosed card and a member of the planned giving team will contact you, • Visit the planned giving website, www. hws.edu/legacy, or • Initiate a confidential conversation by contacting Leila Rice, Associate Vice President of Advancement at (315) 781-3545 or rice@hws.edu.

Thank You Wheeler Society Members

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s we approach the 25th anniversary of the Wheeler Society, we thank those – past and present – who have established planned gifts in support of the Colleges.

The Colleges’ mission is to provide a first-class liberal arts education for the next generation of HWS students and those who will come after them. As stewards, we can only fulfill this mission through partnership with alumni, alumnae, parents and friends who elect to support Hobart and William Smith in the most generous ways possible. This list represents The Wheeler Society, those who have made planned gifts in support of the Colleges as of December 31, 2012, and we thank them all for helping in the transformation of Hobart and William Smith.

Wheeler Society Members 1901 Keating L. Simons+ 1913 Louise Perrine Frost+ 1915 The Reverend Seth N. Genung D.D. ’65+ M. Ruth Yerkes+ 1917 Elizabeth R. Durfee+ 1918 Clinton B. Cole+ Blanche L. Fairfax+ 1919 Hellen M. Reid+ 1920 Orlando S. Brewer P’54+ Anna Tremaine Brooks+ 1921 Theodore Baird+ Marion Crandall Gordon+

1922 Margaret Doran Brewer+ Helen Nelson Briginshaw+ 1923 Geneva M. Overacker+ Wallace V. Pitt+ Daniel C. Swanson+ Dewey E. Thomas+ 1924 W. Raymond Hughes+ Grace Patrick Ward+ 1925 Alexander S. Campbell+ Wellman C. Daniels P’52+ Myron J. Dybich+ Edwin L. Fisher+ Augustus H. Hillman P’58, P’61+ Helen M. Overs L.H.D. ’66+ Clifford E. Orr P’59, P’62+ 1926 Beatrice Stahl Biggs+ Robert M. Cameron+ Howard E. Gorton+ Dorothy McKee Thomas+ Edward L. Urquhart+ + deceased

1927 Anonymous+ Gordon H. Bennett+ The Reverend Dr. Alvin S. Haag+ Harold E. Klue+ Frederick V. Sinclair+ Stanley Shepard, Jr.+ Thomas H. Truslow+

1933 Virginia Tomlinson Cross+ John H. Lytle, Jr.+ Ralph S. Silver, Jr.+ James A. Travis+ Ruth F. Walker+ Elizabeth Eaton White P’70, L.H.D. ’03+ Marjorie Willcox+

1928 Irene Graves Harer L.H.D. ’82+ Richard M. Packard+ Donald D. Rogers+

1934 Frances Rogers Brown+ Ethel Cermak P’68, Sc.D. ’51 Hetty Frye Condon+ Ralph E. Graefe+ Lucile Holtby Harford+ Alice Aplington Harper+ Jean W. Reeves+ Joseph E. Treat+

1929 Jane Carlyle+ Althea Schwickhard Crane+ William F. Hamilton LL.D. ’80+ Ruth E. Keevil+ Helen Gast Paull L.H.D. ’75+ Hugh W. Vanderhoof P’58+ Francis A. Young+ 1930 William B. Howell+ Ralph E. Konduct+ Doris Allen Lund+ 1931 Anonymous+ Leonora Patterson Berry P’58+ Irwin S. Boak+ Henry S. Burleson+ Helen Doran Cooney P’63, P’64, GP’04+ H. Muriel Hodge+ Florence Knettles Kunneman+ W.G. Rocktaschel+ Kimball S. Smith+ Raymond W. VanGiesen+ 1932 The Reverend Alger L. Adams ’32, D.D. ’83+ James W. Bampton P’68, GP’92, GP’95+ Frances Mason Hansson+ Kenneth F. Hetzler+ Hilda McCarthy Holloway+ Alice Weston Rounds The Reverend George B. Wood+

1935 George C. Bossard Gilbert C. Freeman Leighton P. Harvey+ A. S. Kenyon, Jr.+ Ella Russ McCann Sc.D. ’56+ Charles I. Miller+ Nicholas A. Rasetzki+ Charles W. Walker+ James W. Wilson+ 1936 Elmore H. Broadhurst+ Virginia E. Hawkins+ Sydney L. McLouth+ Henry C. Moffat+ Robert Ray Mulligan P’62+ Frank P. Smith P’75, Sc.D.’69+ Arthur D. Stein, Jr. P’61+ G. Donald Whedon P’70, Sc.D. ’67+ 1937 Frances L. Brent+ Frank H. Gilmore+ C. David Haskins+ Vivian S. Legg+ Shirley Stevens Mulligan P’62+ John Somerset+ Samuel G. Warr+ Joseph O. Young+

1938 Margaret L. Allen+ Knud Borglum+ William Kashouty+ Ann Visscher MacLeod P’66+ Calvin W. McKee+ Harry B. Pinkerton, Jr.+ Gordon E. VanHooft+ Katharine Fitch Wyant P’74, GP’07+ 1939 Frederick W. Moore P’65+ Frederick T. Neumann+ Robert L. Grey+ The Reverend Warren E. Fowler+ Robert W. McClelland+ 1940 Anonymous+ George E. Douglass+ Stephen W. Eaton H. Newton Hubbs+ Dorothy Haight Owen Jean Jackson Scully+ David J. Spears+ James Soule+ Cora Alter Vere P’65, P’71 1941 Anonymous+ John E. Armstrong+ John H. Cozzens+ Samuel S. Duryee, Jr.+ Dorothy Eggar Engler P’64 C. William Fitch+ Joseph G. Hall Canon A. Rees Hay+ John H. Nair+ John A. Remsen Earl C. Richards+ Laurence G. Roth P’74+ Kenneth O. Waterman James D. Wilson+ 1942 Anonymous+ Anonymous Muriel H. Bedell Janet Brenner Dreyfus+ Betty Allsopp Eaton James M. Ellis Charles J. Falk+

Herbert T. Fitch+ William E. Grant, Jr. Dr. Jane Allen Hallenbeck+ John C. Mott+ Stanley H. Rich+ Catherine Kirchner Roth P’74 Charlotte Luttrell Spears Edward Weisenbeck+ 1943 Arlene Hitzmann Abbott+ Robert M. Burns+ Miriam Raben Epstein+ Barbara J. Johnston+ Ivan W. Kuhl Benjamin S. Sanderson III+ Samuel S. Shorter+ Margaret Howe Smart P’70+ Marjorie U. Sutterby+ 1944 Anonymous Charles V. Adair P’71 Willis A. Adcock P’71, Sc.D. ’89+ James W. Beall Mr. Levant M. Himelein, Jr. P’73+ Grady E. Jensen P’83, L.H.D. ’04 Charles R. Keene+ Ruth Amidon Kuhl+ C. Stuart Littwin P’84+ Hallock Luce, 3rd P’71+ George H. Matter Janet Kitchell Rich+ Eleanor Harrison Smith 1945 Constance Dean Adair P’71 Edward A. Knight+ William E. Langeland+ William J. Lutkenhouse Mr. Willard P. Moody+ Mrs. Elizabeth Kline Stiles P’68+ Mary Howard Swope+ Joseph Tranchina F. Ross Zornow P’78, P’84+ 1946 Gifford B. Doxsee James A. Foster, Jr.+ Richard N. Levy Warren M. Shaddock P’75, GP’09

1947 Francis C. Norton+ Henry F. Rosenthal P’75 Ralph E. Springstead+ Shirley Costich Zornow P’78, P’84+ 1948 Clarence A. Davis, Jr. Richard L. Hopkins+ Mary Louise Walworth Koch Thomas R. Kolarich Albert J. Lahr, Jr. Robert B. Lucent Jane S. Ritter L.H.D. ’05+ Barbara McEwen Rosenthal P’75 Gloria Stebbins Stoicoiu William H. Rossiter+ John R. Waterhouse 1949 Anonymous Phyllis Kalmbach Baer+ Daniel B. Berkson Anthony S. Bridwell L.H.D. ’82 Robert Coe+ Charles H. Gardner, Jr. P’79 Herman May+ Edward B. McCauley+ George E. Paulsen+ Walter Penk+ Hector D. Petri+ William F. Scandling LL.D. ’67+ Ralph A. Schwaikert Donald E. Wandersee Nathan M. Weiss 1950 Anonymous+ Anonymous John B. Baer Donald M. Brennan+ Charles P. Boswell II James O. Condon Elizabeth Spannaus Diggs P’84 Thomas L. Evans P’74, GP’07+ Newell D. Hale P’95+ Imogene B. Helm P’80 James M. Hindle Richard F. Hunt P’76 Harold J. Jones+ Howard L. Lewis, Jr. Theodore C. Max P’78, P’80

Marcia Dauksys McCleary Robert W. Olmsted Gordon F. Satterley Gilbert S. Small GP’15 Albert Sunderland, Jr. Richard Waters P’82, LL.D. ’70 Nancy Stone Wilson P’74 Lloyd A. Wright+ 1951 Anonymous+ Anonymous Anonymous Anonymous William A. Barron, Jr.+ Bruce N. Bensley P’98, L.H.D. ’01 James W. Berston+ Stuart Bobry Nancy Turner Campbell Miriam Brehmeyer Dahlke Robert J. Demuth David M. Heminway+ Arthur L. Hill Frederick Hovey III+ James Spencer Jackson Hugo W. Matson+ Marilou Gibbs Moorman The Reverend John C. Owens+ Henry Sigourney+ Paul H. Stearns+ Joyce Butler Sunderland John I. Tappen+ William F. Williams+ 1952 Anonymous Carl L. Austin Charles G. Brewer+ William P. Burrows P’85, P’90, GP’15 Margaret Kwei Chang Ruth S. Collings Judith Haslam Cross P’85, L.H.D. ’00 Emily Kuempel Dalgarno Ronald A. D’Arcangelo Roderick A. Guerdan+ Dustin C. McCreary+ L. Thomas Melly L.H.D. ’02 David W. Mooney GP’15 Shane Fitzpatrick Mooney GP’15 John A. Nellis+ Janet Dayton Neilly P’81 Roderic H. Ross LL.D. ’79

The Gift of Endowed Fellowships Julius “Randy” Blocker ’53 – above with President Gearan – was a visionary whose interest in Germany began at Hobart and deepened during his time as a graduate student at Columbia and as a Fulbright Scholar in Germany. He always credited his Hobart education with setting the foundation that led to his success and his lifelong love of learning. Upon his death in 2007, a portion of his estate was directed to the establishment of The Julius G. Blocker Endowed Fund – in honor of his mother – that now supports HWS student fellows studying in Germany.

Herbert D. Thomas Leila A. Welikes+ 1953 Anonymous Rosemary Francis Atkinson+ Stergeos G. Arvantides P’88, P’04 Ann Bartlett Beattie Julius G. Blocker+ Katharine Wood Brown Helen M. Collings Dean J. Fero Alan D. Frazer Ellen Koeberle Kimbrough P’84 Barbara Calkins LeFevre William Michels Donald M. Mitchell, Sr.+ Michael L. Printz Patricia Johnson Ross 1954 Franklin D’Aurizio Shirley E. Eaton+ Robert E. Ford P’80, GP’13 Warren J. Geiger+ Elizabeth North McCutcheon L.H.D. ’80 Thomas E. Rockwell+ Pauline Anderson Sammis Peggy Hillsgrove Spirakis S. Richard Spitzer P’83 Stephen W. Woodworth+ 1955 Anonymous Anonymous Jane Hubbard Backus David W. Carpenter+ Howard M. Davidson Jacqueline Askin Davidson Roy Dexheimer P’86, LL.D. ’80 Paul F. Griswold, Jr. Barbara A. Kastner Patricia A. Lussow+ Edward T. Pollack Elizabeth Marsden Snyder Kenneth H. Spitzer David H. Warshawsky+ 1956 Margaret De Waters Bassel Harold C. Britt

Alfred E. Brooks, Jr. Albert L. Brunell+ James F. Caird L.H.D. ’12 Arthur E. de Cordova L.H.D. ’05+ C. Arnold Decker, Jr. Charles C. Hayes P’82 Phillip S. Hyatt Heather Moden Jones P’90 Barbara Hicks Kling P’89, GP’15 Marcellus Liotta+ Paul M. Olson 1957 Anonymous Anonymous Donna Case Britt Gorham A. Cowl Bonnie Lee Durkee Decker William A. Kling P’89, GP’15 Barbara Lynch Springstead L.H.D. ’90 Robert N. Willing, Jr. P’82+ 1958 Anonymous Barbara Smith Block Muriel Slayden Everhart Lois London Hutzler+ Robert C. Lieberman P’86, P’88, P’98 Margaret Adema Noeltner A. Leonard Nusbaum Mr. David S. K. Platt P’88+ John J. Reinheimer Peter F. Scheler 1959 Anonymous George N. Abraham Eric Hall Anderson Richard C. Block William J. Corbett Richard C. Davison David A. Harrington Janet L. Lacy Michael L. Opell Nancy V. Platt P’88 Frederick A. Scheeren Leslie J. Stark Joseph D. Waters

1960 Anonymous Martin Farber Susan Steinberg Lieberman P’86, P’88, P’98 Frank B. Molter Ellen Levine Opell William T. Robertson Carol Hayden Warren John R. Wheeler 1961 Anonymous+ Anonymous Peter R. Caldwell Jane Tuthill Chapman P’91 Frederick M. Crofts Malcolm Goodridge III P’94 Burton H. Harris Perry M. Jacobstein Roger E. N. Kitzman Kenneth A. Kreinheder Charles T. Kyle+ C. Gale Martin+ Gary L. Miller+ Marcia Burgeson Novey+ Gwen Palmer+ George H. Price Morton H. Redner Judy Matejka Reichler P’94, GP’15 Robert A. Warren Arno F. Wittig David Zeller+ 1962 Anonymous Robert M. Davis Frank B. Granger Suzanne Moule Hettrick Henry L. Mortimer 1963 Anonymous Anonymous Anonymous Silas R. Anthony, Jr. Philip M. Barnett Charles R. Bradner P’97 Anne W. Cooney P’04 David F. Gipner P’95 Henry R. Holden P’84, P’89

Chester D. Hooper P’92 John W. Kunkel Charles H. Salisbury, Jr. P’94, L.H.D. ’08 Barbara Pedersen Shapiro

Charles W. Jewett, Jr. Eric Lax L.H.D. ’93 John E. Norvell P’99, P’02 Mara O’Laughlin E. John White III P’94

1964 Anonymous Anonymous Anonymous Charles E. Cloughen, Jr. Keith E. Fleming Mildred Wight Goldstone Thomas K. Hadlock Stephen C. Johansen David R. Lewine Joseph W. Mechem P’91 Raymond W. Palmer Peter L. Smith Susan R. Strauss Geoffrey H. Wood

1967 Stephen L. Cohen Pietro del Fabro Frank A. Dominguez Worth Douglas Christopher M. Flanagan Alden B. Flanders P’00 Nicholas T. Goldsborough Ellen Arnold Groff P’93+ Sally E. Howe Calvin J. Kendall William P. LaPlant, Jr. David T. Lyon Richard R. Pugh Susan F. Sharin Edward S. Smith

1965 Anonymous James F. Anderton IV Herbert M. Bonney II Harry W. Bowman William C. Butcher Jack Fruchtman, Jr. David F. Gwynn Stephanie Shires Hooper P’92 Robert E. Kandel Charles J. Kershaw, Jr.+ John Mavromatis P’14 William D. Persell Barbara E. Tornow 1966 Anonymous James W. Albright Patricia Kelly Argue Hal B. Buchanan+ Timothy O. Carberry Michael F. David John H. Ehrlich Katherine D. Elliott L.H.D. ’08 William F. Guardenier Stephen L. Hecht Barbara Evelyn Herr Edie Sparago Irons H. Read Jackson

1968 Anonymous Anonymous Robert E. Arnold Carl J. Barba, Jr.+ Louis A. Carmichael P’02 Birgitte M. Flanders P’00 W. Richard Hamlin P’97 Ralph M. Peter Harter P’92, P’95 Dorothy A. McMillan Robert S. V. Platten Georgiana Prince Sara M. Sendelbach Demetrios P. Tsacoyeanes P’13, P’15 Donald W. Washburn Douglas R. Whinnery 1969 Anonymous Anonymous Barbara Maynard Chilson+ Mary Chermside Flanagan Antoinette Vorisek Richardson Anne Schwarzkopf+ Thomas G. Snow Ann Pusack Wilt

1970 T. Peter Brizee P’03 David A. Budd Michael R. Dick P’09 Patricia C. Endweiss Daniel E. Kohn David K. Lenkowsky William J. Reckmeyer II Christine Roberts Roy Glenn J. Satty+ Anne Winchell Silver Philip M. Smith Peter J. Trias+ Rachel Boehme Votaw Christine A. Wardell Richard L. Wasserman 1971 Anonymous Anonymous Anonymous Timothy R. Burroughs Deborah K. Cronin Bradley Davidson IV P’04, P’08 John Q. Easton Christie M. Hayes Wendy D. Puriefoy 1972 Anonymous Anonymous Anonymous Anonymous David Arthur Jean Ellen Barrett Paul F. Colarulli Charles T. Cooper Shelley Lochhead B. J. Scamuzzi+ Carol A. Ulmer Gary L. Weatherby Maureen Collins Zupan P’09 William N. Zupan P’09 1973 Anonymous Jill D. Delman Joanne E. Dunne Gary W. Hager+ Gail Herman McGinn Clarke H. Narins

Thomas J. Nordstrom William T. Whitaker L.H.D. ’97 1974 Anonymous Mr. Ronald H. Axelrad+ Steven B. Ayres Stephanie Steiner Berge Jay A. Finkel Jeremy N. Foley David K. Higgins Carol Spadaccia Kimmerle P’01 W. Cannon Spotswood Sally A. Webster 1975 Anonymous Peter L. Adams+ Karen Goodfriend Chaffee Susan Wight Craddock Thomas P. Fuller Robert Y. Garrett IV Betty A. Good Carol Davidson Gottliebsen Mary E. Hughes Jay M. Kaplan Kurt M. Langer 1976 Margaret Brown Herbert J. McCooey, Jr. P’04, P’09 Allison Morrow Suzanne S. Murray-Bissonnette Joseph C. Whiddett Carol Brotman White Beth Yingling 1977 Ira G. Goldschmidt Katherine R. MacKinnon Dwight B. Shepard P’04 1978 Donald J. Atha, Jr. Sarah Gaffin Edward S. Rosenthal 1979 Alan W. Dunn+ Timothy S. Eden Mark D. Forgea Daniel R. Friedman

Persis D. Luke Elizabeth Oakleaf Polly S. Patterson

Craig M. Stevens Erik J. Van Slyke Walter J. Taylor+

1980 Kathryn Edds Blackburn Francine J. D’Amico Steven I. Gottlieb Richard E. Groot Eric B. Propper Kemp C. Stickney Bonnie Tourison Sweeney P’10

1986 Laura Sweeney Brophy P’12 Mark A. Sackson

1981 Anonymous N. Harrison Buck P’12 Carol Scalea DeMoulin Martha L. Taylor Bradford C. Williams P’14, P’16 1982 Anonymous K.C. Cassell P’07, P’10, P’12 Toni Dailor Greenlee Paul C. Harden Douglas L. Schutte P’11, P’14 1983 Carl J. Braunagel, Jr. Christian A. Coffin William C. Green Adele F. Schlotzhauer Lisa M. Taylor R. Joseph Tripp Todd F. Washburn Catherine Whitney Welles P’12, P’15 1984 William A. Branch Sigrid A. Carle Timothy J. Shea II Christopher S. Welles P’12, P’15 Aubin E. Wilson 1985 Sharon M. Akkoul Horace D. Allen Daniel E. Donnelly Joseph D. Regan P’13 Sandra A. Rivera Pamela Prichard Skillman Stephen M. Skillman

1987 Christopher M. Biehn Kathleen McCullough Brown Lisa Cole Eimers Edmund L. Kidd, Jr. Christopher J. Revere Elizabeth Standish Sackson 1988 Anonymous Ambrose A. Carr III Karen Ilacqua Reuscher 1990 Matthew P. Kerwick Richard G. Pinckney 1993 Benjamin D. Allshouse 1994 Deanna Perin Egelston Laura E. Strickler 1995 John P. Enright Benjamin G. Foster Velia E. Melrose Nicholas C. E. Pollard Alexandra Rosenfeld Joanne Finkelstein Schell 1996 James C. Baker Winston S. Bragg Michael F. Fudzinski 1999 Lisa Fasolo Frishman 2000 Aaron D. Frishman Michael T. Harms

2003 John D. Reese 2004 Jeremy A. Cooney 2008 Skylar A. Beaver

Parents Anonymous Anonymous Anne G. Archibald GP’92+ Norma Bristol P’67+ Dr. and Mrs. Kenneth R. Carle P’82, P’84, P’90 Kerry L. Cassell P’07, P’10, P’12 Mr. and Mrs. Langdon P. Cook P’99, P’05, L.H.D. ’12 Hazel M. Farrington P’64+ Richard B. Fisher P’93+ Mr. and Mrs. Alan Frishman P’00 Betty Hale P’95 Helen Dixon Kunzelmann P’64, GP’93+ Helen Lussow P’55+ Marilyn N. McIntyre P’91 Stephen R. Morrow P’76+ Eleanor Moore P’65+ Marion R. Nettleship P’64, P’65+ Mr.+ and Mrs. Alfred J. Pawlikowski P’99 Mr. and Mrs. Peter C. Rogers P’03 Mrs. Mary McCormick Scott-Craig GP’92+ Dorothy Evans Spears GP’92 Lynne C. Van Etten P’85 Mr. and Mrs. David C. Warner III P’06 Kelly A. Young P’16 Mr. and Mrs. Bryant M. Yunker P’84

Faculty, Staff and Friends of the Colleges (Non-Alums) Anonymous Anonymous Anonymous Anonymous Anonymous Anonymous+ Anonymous

Lesley M. Adams HON ’12 Patricia Adams Louise E. Allison+ Joseph W. Ambrosetti Teresa Amott Claire M. Barber+ Louis P. Barker+ Wendy Barnhart Patricia Barron Susan Bassett Ruth C. Benedict Nancy K. Bloomer Betsy Bobry Virginia A. Bossard+ Anne S. Bradley+ Lorraine A. Bridwell Paul A. Bringewatt Gary Burgess William B. Carr Jean T. Chorley+ Brackett David Clark Helen W. Conner+ Kathryn D. Cook L.H.D. ’84+ Edward Cuony+ Nancy D’Arcangelo Jerri de Cordova Maria del Fabro Josephine A. Dewey+ Henry F. Foote+ Helen Edelman+ Claudia S. Evans+ Harriet O. Forbes+ Gary and Melissa Fountain Ruth Freeman L.H.D. ’05 Mark D. and Mary Herlihy Gearan Gladys Gilmore+ A. V. Gregory, Jr. Jean Goodrich+ Barbara Spitzer Hach Ann Truslow Hanley Hope Harvey Patricia M. Hay+ Richard H. Hersh L.H.D. ’99 Becky L. Hibbert Diane Hill Laura R. Houghton LL.D. ’61+ Mary E. Kelleher+ John and Nancy Klein Larry Knapp Anne E. Lahr Corinne A. Lee+

Olive S. Lennox+ Wallace Minot Leonard+ Mary Miller Lienk+ Frances D. Lutz+ Maurice J. Maney+ Pauline May+ Michael McCarthy+ Phyllis McCauley Mary Alden Meeker+ Carol L. Meiggs M. John Mendelsohn Dulcie L. Meyer Ricki Michels Theresa Milam Sally Moody Robert Moorman Margaret G. Mott Charles W. Naylor Robert North, Jr.+ Robert B. O’Connor Anna Penk Nancy P. Persell Casey M. Peterson Beth S. Pier Patricia Boswell Prince+ Leila C. Rice Jane T. Richards+ Joseph S. Rippey+ Eileen L. Rogers and J. Frederick Rogers Elizabeth B. Sanderson Helen K. Selvey+ Theodore S. Smith, Jr. Mrs. T. Schuyler Smith Martha E. Shonk+ Elizabeth B. Spears+ Jay P. Sullivan Jean E. Thomas Mrs. Gordon D. Thorp+ Anne Tranchina Nicole Gillotti Trickler Bart G. VanIngen+ Esther VanIngen+ Lorraine N. Veith+ Blanchard Bartlett Walker+ Jean M. Wandersee+ Amy Sutton Wheeler+ Schuyler Skaats Wheeler Sc.D. 1888+ Elizabeth D. Wilson Paul Zaroogian+ Mark G. Zawacki

To learn more about the various planned giving options that are available to support Hobart and William Smith visit the planned giving website, www.hws.edu/legacy, or contact Leila Rice, Associate Vice President of Advancement at (315) 781-3545 or rice@hws.edu.

The Wheeler Society Office of Planned Giving 300 Pulteney Street Geneva, NY 14456 www.hws.edu/legacy