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I O WA S TAT E U N I V E R S I T Y F O U N D AT I O N Iowa State University Foundation 2505 University Boulevard P.O. Box 2230 Ames, IA 50010-2230

glad you asked with Pat Moline Why should I let you know if I include the ISU Foundation in my will? First and foremost, we want to thank you. Also, we would like to know what you want your gift to accomplish. There are so many different programs and initiatives that would benefit from your generosity — you can focus your gift in any way that you like.

How can I add ISU Foundation as a charitable beneficiary if I already have a will?

BUSINESS R EPLY MAAIMLES IA PERMIT NO 3092

POSTAGE WILL BE PAID BY ADDRESSEE

OFFICE OF GIFT PLANNING IOWA STATE UNIVERSITY FOUNDATION 2505 UNIVERSITY BOULEVARD AMES IA 50010-9802

FIRST-CLASS MAIL

A lot of thought goes into estate planning. Once you have made a decision to include a bequest to ISU Foundation in your existing will, you should contact your attorney to make arrangements. Generally speaking, a simple statement to amend a will called a “codicil” is easy to arrange.

Should I make a bequest in a specific dollar amount? Or should I leave a percentage of my available estate? That is a personal choice, and it is a decision that involves some thought about what estate assets you expect to leave. A specific dollar amount might be the right amount needed to meet your philanthropic goals. However, leaving a percentage bequest (3%, 5%, 10%, etc.) could provide flexibility in your estate planning. If you have questions for Pat, please feel free to call her at 1-800-621-8515 or e-mail at pmoline@foundation.iastate.edu.

WOMEN & PHILANTHROPY IRA Charitable Rollover — A Special Giving Opportunity Over the past year, the ISU Foundation has received over $1.6 million in IRA Charitable Rollover Gifts. But the law making it possible is set to expire on December 31, 2007. So there’s still time to take advantage of this special opportunity. Facts about the IRA Charitable Rollover • Donors must be age 701/2 by 12/31/07. • Donor excludes the IRA Charitable Rollover amount from federal income taxes (up to $100,000). • Donors may satisfy the annual required minimum distribution for tax-deferred retirement accounts with the IRA Charitable Rollover. • Easy to implement. Who benefits? • Donors who do not itemize deductions on their income tax return. • Donors who begin to lose tax deductions as their adjusted gross income increases. • Donors who may be taxed on more of their social security as their income increases. • Donors who run into deduction limits for their charitable contributions. Contact us to discuss whether the IRA Charitable Rollover is right for you.

Your Gift Planning Team (l-r)

NO POSTAGE NE C E S S A RY IF MAILED IN THE UNITED STATES

Brian Casey, Director of Development, Patricia M. Moline, CFRE, CFP,® Lynda M. Jacobson, Pat Vickerman, Assistant Vice Presidents of Development Visit us at: www.ISUGift.org giftplanning@foundation.iastate.edu 515-294-5398 800-621-8515 The information in this publication is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are based on rates current at the time of printing and are subject to change. References to estate and income tax include federal taxes only; individual state taxes may further impact results.

Women at Iowa State — Finding their voice, vision and values in Campaign Iowa State: With Pride and Purpose On October 19, Iowa State University publicly launched an $800 million comprehensive fundraising campaign to raise private dollars that will address the high-priority opportunities of the entire institution. “This campaign presents one of the most exciting opportunities for growth and distinction in our institutional history,” ISU President Gregory L. Geoffroy said. “We have strategically crafted our campaign priorities based on realistic ambitions and innovative ideas. A long history of private philanthropy has brought us to this moment, but new investments and partnerships must now become the catalyst for a new era.” As you will note in this newsletter, women are involved and invested as philanthropic leaders and serve as role models in Campaign Iowa State: With Pride and Purpose. Kay Ballard, keynote speaker at the Women & Philanthropy Spring Workshop, articulated the strength of women’s philanthropic leadership in this campaign by emphasizing: “The Meaningful Gift — the best sort of philanthropic gift is meaningful by virtue of its adherence to the three V’s — values, vision and voice. • VALUES — it is important to determine your values and honor those values through financial contributions.” • VISION — the future is not something that just happens; the future is something that we have the power and the responsibility to create. • VOICE has to do with size — a gift should be large enough that you are aware you have made it. We invite you to be inspired to find your voice, vision and values through these stories and ways to make purposeful gifts.

To learn how you can make a difference in this campaign, visit our Web site www.withprideandpurpose.org David Van Wert, Chair, Iowa State University Foundation Board of Directors, congratulates Cara K. Heiden, Past Chair, Iowa State University Foundation Board of Directors, on the launch of Campaign Iowa State: With Pride and Purpose.

FALL 2007


Doing More for Iowa State University

Sample Charitable Bequest Language

Leadership Roles in Philanthropy Come Naturally for Women

Voices of Giving

The following sample bequest provision may be helpful for your attorney in drafting will provisions.

Why did you include Iowa State University Foundation in your estate plans? “Iowa State has been good to my family. My parents retired from ISU and my brother and I both graduated from ISU. By choosing to include Iowa State as one of my philanthropic choices, I have the opportunity to acknowledge ISU's importance in my life. I will also be able to provide future students with the opportunity of Iowa State's quality education and the entire Iowa State experience.”

— Cathy Sue Nelson (’79, B.A. Journalism & Mass Communication)

“As dean of the College of Agriculture and Life Sciences, every day I see the incredible difference that Iowa State University makes in the lives of students and the people of Iowa. Iowa State is a life changing institution. I included Iowa State University in my estate plan as a way of saying thank you and to help ensure the university’s great future.”

Comments from women who attended the Women & Philanthropy workshop last May: “I have a new vision of what it takes for charitable giving.” “During the past four years of attending this workshop, I have been re-evaluating my giving. Each year, I make baby steps, but I believe that this year I will be more focused and will make some major shifts in my giving. Thanks for the soul searching.” “I’ve been given information that will help me start the process of giving and passing it along to my daughter too.” “I’m going to raise my expectations for myself and all women givers.”

Wendy Wintersteen

To learn more about women’s philanthropy at Iowa State, visit www.foundation.iastate.edu and click the Women & Philanthropy link on the left.

(’88, Ph.D. Agriculture & Entomology)

“The assistance and experiences I had as an undergraduate at Iowa State were very special to me, as are the continuing involvement and leadership roles with the ISU Foundation and ISU Alumni Association. When you find that special niche, you're compelled to share it with others. Through my estate planning I know I can have a significant impact on the future of the university and its students.”

Visit the Web site for information about upcoming events at www.withprideandpurpose.org.

Women Giving to Iowa State University: • Since 2000, the total number of women donors to ISU has increased by 37%. • Since 2003, the total amount of dollars given to ISU from women has increased 138%. • Since 2003, women's average gift amount has increased 93%.

• Since 2003, we have seen a dramatic increase of 100% in will commitments documented by couples. • Since 2003, pledges made by couples have increased by 183%. • Since 2003, the number of $100K+ will commitments documented by women has increased by 50%, while men's increased 42%.

2

Please send a free copy of Personal Financial Affairs, a record book to help organize my financial information. I’ve already included ISU in my estate plans. Please sign me up for your complimentary weekly e-newsletter. (Please list preferred e-mail address below.)

Please contact ISU Foundation office of gift planning to share your goals and objectives for future gifts: giftplanning@foundation.iastate.edu

I’m interested in receiving a personalized charitable gift annuity illustration showing my potential income and tax benefits. Please contact me by phone by e-mail Send me information about the Women & Philanthropy Workshop on May 13, 2008. Send me information on making an IRA Rollover gift. (Must be 70 1/2 years old by 12/31/07 to qualify).

“I worked mostly with Duncan Hines products,” said Doris. “It was a good place to work.”

Gifts of $100,000 and Over

I O WA S TAT E U N I V E R S I T Y F O U N D AT I O N

Please send a complimentary copy of the booklet, Charitable Bequests — How to Get the Most Out of Yours.

In 1948, Doris Adams was fresh out of Iowa State University with a degree in experimental cookery. Today, she’s enjoying retirement after a long career in food product research at Procter and Gamble.

(’68, B.S. Economics)

Workshop, Giving with Purpose, will be held May 13, 2008.

“I give, devise and bequeath to the Iowa State University Foundation, a not-for-profit corporation, existing under the laws of the State of Iowa, and located at Ames, Iowa, ________ (percent of my estate, dollars, property, securities, etc.) to be used for _________ (however you wish for your gift to be used) at Iowa State University.”

Iowa State Alum Takes Advantage of Multiple Gifting Vehicles

— Marla Franklin

Upcoming Event: The next Women & Philanthropy

We hope you have found useful ideas in this issue of Women & Philanthropy. To further aid your planning, send for a complimentary copy of the booklets listed below, with no obligation. Simply fill out this tear-off card, fold and tape it on the open end, and drop it in the mail to us. We’ll pick up the postage.

Doris Adams

Doris started thinking about making a gift to Iowa State, the university where both of her parents were also graduates. With a little research, she learned the Iowa State University Foundation offers several different gift options. She took advantage of the opportunity to create a scholarship in the College of Human Sciences through a bequest, gift annuity and a pledge.

“In the beginning, I planned on a bequest only, but my broker told me how I could earn income from an annuity with stock that didn’t have a promising future,” explained Doris. “I decided to also add a pledge to the mix so Iowa State could start awarding the scholarship immediately and I can see my gift in action.”

PLEASE PRINT

NAME

ADDRESS

CITY

Doris said the process was easy and she’s happy to help the next generation of Iowa State alums. “I’m glad this scholarship will help students work less at a part-time job and let them get involved and enjoy all of the experiences of college like I did,” Doris said. “I really had a good time at Iowa State and was involved in many extracurricular activities. It was a big part of college for me and I don’t want to see current students miss out on that.” I O WA S TAT E U N I V E R S I T Y F O U N D AT I O N

3

STATE, ZIP

TELEPHONE

E-MAIL WAP1107


Doing More for Iowa State University

Sample Charitable Bequest Language

Leadership Roles in Philanthropy Come Naturally for Women

Voices of Giving

The following sample bequest provision may be helpful for your attorney in drafting will provisions.

Why did you include Iowa State University Foundation in your estate plans? “Iowa State has been good to my family. My parents retired from ISU and my brother and I both graduated from ISU. By choosing to include Iowa State as one of my philanthropic choices, I have the opportunity to acknowledge ISU's importance in my life. I will also be able to provide future students with the opportunity of Iowa State's quality education and the entire Iowa State experience.”

— Cathy Sue Nelson (’79, B.A. Journalism & Mass Communication)

“As dean of the College of Agriculture and Life Sciences, every day I see the incredible difference that Iowa State University makes in the lives of students and the people of Iowa. Iowa State is a life changing institution. I included Iowa State University in my estate plan as a way of saying thank you and to help ensure the university’s great future.”

Comments from women who attended the Women & Philanthropy workshop last May: “I have a new vision of what it takes for charitable giving.” “During the past four years of attending this workshop, I have been re-evaluating my giving. Each year, I make baby steps, but I believe that this year I will be more focused and will make some major shifts in my giving. Thanks for the soul searching.” “I’ve been given information that will help me start the process of giving and passing it along to my daughter too.” “I’m going to raise my expectations for myself and all women givers.”

Wendy Wintersteen

To learn more about women’s philanthropy at Iowa State, visit www.foundation.iastate.edu and click the Women & Philanthropy link on the left.

(’88, Ph.D. Agriculture & Entomology)

“The assistance and experiences I had as an undergraduate at Iowa State were very special to me, as are the continuing involvement and leadership roles with the ISU Foundation and ISU Alumni Association. When you find that special niche, you're compelled to share it with others. Through my estate planning I know I can have a significant impact on the future of the university and its students.”

Visit the Web site for information about upcoming events at www.withprideandpurpose.org.

Women Giving to Iowa State University: • Since 2000, the total number of women donors to ISU has increased by 37%. • Since 2003, the total amount of dollars given to ISU from women has increased 138%. • Since 2003, women's average gift amount has increased 93%.

• Since 2003, we have seen a dramatic increase of 100% in will commitments documented by couples. • Since 2003, pledges made by couples have increased by 183%. • Since 2003, the number of $100K+ will commitments documented by women has increased by 50%, while men's increased 42%.

2

Please send a free copy of Personal Financial Affairs, a record book to help organize my financial information. I’ve already included ISU in my estate plans. Please sign me up for your complimentary weekly e-newsletter. (Please list preferred e-mail address below.)

Please contact ISU Foundation office of gift planning to share your goals and objectives for future gifts: giftplanning@foundation.iastate.edu

I’m interested in receiving a personalized charitable gift annuity illustration showing my potential income and tax benefits. Please contact me by phone by e-mail Send me information about the Women & Philanthropy Workshop on May 13, 2008. Send me information on making an IRA Rollover gift. (Must be 70 1/2 years old by 12/31/07 to qualify).

“I worked mostly with Duncan Hines products,” said Doris. “It was a good place to work.”

Gifts of $100,000 and Over

I O WA S TAT E U N I V E R S I T Y F O U N D AT I O N

Please send a complimentary copy of the booklet, Charitable Bequests — How to Get the Most Out of Yours.

In 1948, Doris Adams was fresh out of Iowa State University with a degree in experimental cookery. Today, she’s enjoying retirement after a long career in food product research at Procter and Gamble.

(’68, B.S. Economics)

Workshop, Giving with Purpose, will be held May 13, 2008.

“I give, devise and bequeath to the Iowa State University Foundation, a not-for-profit corporation, existing under the laws of the State of Iowa, and located at Ames, Iowa, ________ (percent of my estate, dollars, property, securities, etc.) to be used for _________ (however you wish for your gift to be used) at Iowa State University.”

Iowa State Alum Takes Advantage of Multiple Gifting Vehicles

— Marla Franklin

Upcoming Event: The next Women & Philanthropy

We hope you have found useful ideas in this issue of Women & Philanthropy. To further aid your planning, send for a complimentary copy of the booklets listed below, with no obligation. Simply fill out this tear-off card, fold and tape it on the open end, and drop it in the mail to us. We’ll pick up the postage.

Doris Adams

Doris started thinking about making a gift to Iowa State, the university where both of her parents were also graduates. With a little research, she learned the Iowa State University Foundation offers several different gift options. She took advantage of the opportunity to create a scholarship in the College of Human Sciences through a bequest, gift annuity and a pledge.

“In the beginning, I planned on a bequest only, but my broker told me how I could earn income from an annuity with stock that didn’t have a promising future,” explained Doris. “I decided to also add a pledge to the mix so Iowa State could start awarding the scholarship immediately and I can see my gift in action.”

PLEASE PRINT

NAME

ADDRESS

CITY

Doris said the process was easy and she’s happy to help the next generation of Iowa State alums. “I’m glad this scholarship will help students work less at a part-time job and let them get involved and enjoy all of the experiences of college like I did,” Doris said. “I really had a good time at Iowa State and was involved in many extracurricular activities. It was a big part of college for me and I don’t want to see current students miss out on that.” I O WA S TAT E U N I V E R S I T Y F O U N D AT I O N

3

STATE, ZIP

TELEPHONE

E-MAIL WAP1107


I O WA S TAT E U N I V E R S I T Y F O U N D AT I O N Iowa State University Foundation 2505 University Boulevard P.O. Box 2230 Ames, IA 50010-2230

glad you asked with Pat Moline Why should I let you know if I include the ISU Foundation in my will? First and foremost, we want to thank you. Also, we would like to know what you want your gift to accomplish. There are so many different programs and initiatives that would benefit from your generosity — you can focus your gift in any way that you like.

How can I add ISU Foundation as a charitable beneficiary if I already have a will?

BUSINESS R EPLY MAAIMLES IA PERMIT NO 3092

POSTAGE WILL BE PAID BY ADDRESSEE

OFFICE OF GIFT PLANNING IOWA STATE UNIVERSITY FOUNDATION 2505 UNIVERSITY BOULEVARD AMES IA 50010-9802

FIRST-CLASS MAIL

A lot of thought goes into estate planning. Once you have made a decision to include a bequest to ISU Foundation in your existing will, you should contact your attorney to make arrangements. Generally speaking, a simple statement to amend a will called a “codicil” is easy to arrange.

Should I make a bequest in a specific dollar amount? Or should I leave a percentage of my available estate? That is a personal choice, and it is a decision that involves some thought about what estate assets you expect to leave. A specific dollar amount might be the right amount needed to meet your philanthropic goals. However, leaving a percentage bequest (3%, 5%, 10%, etc.) could provide flexibility in your estate planning. If you have questions for Pat, please feel free to call her at 1-800-621-8515 or e-mail at pmoline@foundation.iastate.edu.

WOMEN & PHILANTHROPY IRA Charitable Rollover — A Special Giving Opportunity Over the past year, the ISU Foundation has received over $1.6 million in IRA Charitable Rollover Gifts. But the law making it possible is set to expire on December 31, 2007. So there’s still time to take advantage of this special opportunity. Facts about the IRA Charitable Rollover • Donors must be age 701/2 by 12/31/07. • Donor excludes the IRA Charitable Rollover amount from federal income taxes (up to $100,000). • Donors may satisfy the annual required minimum distribution for tax-deferred retirement accounts with the IRA Charitable Rollover. • Easy to implement. Who benefits? • Donors who do not itemize deductions on their income tax return. • Donors who begin to lose tax deductions as their adjusted gross income increases. • Donors who may be taxed on more of their social security as their income increases. • Donors who run into deduction limits for their charitable contributions. Contact us to discuss whether the IRA Charitable Rollover is right for you.

Your Gift Planning Team (l-r)

NO POSTAGE NE C E S S A RY IF MAILED IN THE UNITED STATES

Brian Casey, Director of Development, Patricia M. Moline, CFRE, CFP,® Lynda M. Jacobson, Pat Vickerman, Assistant Vice Presidents of Development Visit us at: www.ISUGift.org giftplanning@foundation.iastate.edu 515-294-5398 800-621-8515 The information in this publication is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are based on rates current at the time of printing and are subject to change. References to estate and income tax include federal taxes only; individual state taxes may further impact results.

Women at Iowa State — Finding their voice, vision and values in Campaign Iowa State: With Pride and Purpose On October 19, Iowa State University publicly launched an $800 million comprehensive fundraising campaign to raise private dollars that will address the high-priority opportunities of the entire institution. “This campaign presents one of the most exciting opportunities for growth and distinction in our institutional history,” ISU President Gregory L. Geoffroy said. “We have strategically crafted our campaign priorities based on realistic ambitions and innovative ideas. A long history of private philanthropy has brought us to this moment, but new investments and partnerships must now become the catalyst for a new era.” As you will note in this newsletter, women are involved and invested as philanthropic leaders and serve as role models in Campaign Iowa State: With Pride and Purpose. Kay Ballard, keynote speaker at the Women & Philanthropy Spring Workshop, articulated the strength of women’s philanthropic leadership in this campaign by emphasizing: “The Meaningful Gift — the best sort of philanthropic gift is meaningful by virtue of its adherence to the three V’s — values, vision and voice. • VALUES — it is important to determine your values and honor those values through financial contributions.” • VISION — the future is not something that just happens; the future is something that we have the power and the responsibility to create. • VOICE has to do with size — a gift should be large enough that you are aware you have made it. We invite you to be inspired to find your voice, vision and values through these stories and ways to make purposeful gifts.

To learn how you can make a difference in this campaign, visit our Web site www.withprideandpurpose.org David Van Wert, Chair, Iowa State University Foundation Board of Directors, congratulates Cara K. Heiden, Past Chair, Iowa State University Foundation Board of Directors, on the launch of Campaign Iowa State: With Pride and Purpose.

FALL 2007


http://www.foundation.iastate.edu/docs/wp/fall07