"If your actions inspire others to dream more, learn more, do more and become more, you are a leader."
-John Quincy Adams
‘At the Heart of What I Care About’
Alumna Uses Her Retirement Plan to Promote a Healthy Future
A perfect day for Kathy Green ’72, ’89 is a day where she is productive, has done something for someone else and has been active outside. Dedicated to health and wellness, Kathy is no less active in retirement than she was when working full time as the director of University Health Services at the University of Northern Iowa.
Kathy retired in spring 2014 after 29 years at UNI, but continues her association with the university and its students. She bikes to campus four days a week to work out at Health Beat or the Wellness and Recreation Center where she enjoys climbing the wall alongside students.
Wellness, recreation and education are her passions, so it is no surprise that Kathy decided to designate some of her retirement fund to Wellness and Recreation Services (WRS) at UNI. Kathy says there will always be a need to fund conferences and training for young WRS professionals and student employees.
“Designating the UNI Foundation as one of the beneficiaries of my retirement fund was an easy way to give back to something that is at the heart of what I care about,” says Kathy, a third-generation alumna.
A second part of her designation will support another passion: to help diverse students achieve their academic and career goals. In honor and memory of her friend Eunice Dell, a portion of her retirement fund will support the Sammie and Eunice Dell Memorial Endowed Scholarship.
“It’s fun to think about the places my money will help after I’m gone,” Kathy says. “Hopefully the organizations will be joyfully surprised.”
Contact Steve Gearhart at email@example.com or 319-273-5968 to learn more about making a tax-wise gift of retirement plan assets.
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.