"If your actions inspire others to dream more, learn more, do more and become more, you are a leader."
-John Quincy Adams
A Lesson in Giving
By Jane Worm '64
Every year when I edit the Pi Tau Phi sorority newsletter, I'm reminded of my college days at Iowa State Teachers College (now University of Northern Iowa). I've helped coordinate two sorority reunions during the past 10 years and we'll be gathering again in September during the Golden Graduate Reunion weekend festivities.
I'm really looking forward to the 50th reunion so I can reminisce with my sorority sisters and, hopefully, some business majors from my class of '64. As a reunion committee member, I'm excited to welcome grads from our class as well as graduates from previous years.
I met my husband, Richard, on campus. We were married one week after graduation and will celebrate our 50th wedding anniversary in June.
UNI gave us the knowledge we needed to enjoy two successful teaching careers. To show our gratitude, we wanted to give back in some way besides our annual support.
After talking to our financial adviser, we decided to establish a charitable trust. This has worked out well for us because we were able to designate some of our financial assets to go to UNI after our deaths and still use some of the income from the trust now.
For more information about the Golden Graduate Reunion, Sept. 5-6, 2014, please visit www.unialum.org/goldengraduate. All graduates from 1964 or before are invited.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.