Organizing your finances and creating an estate plan helps protect your wishes for the future of your assets, your family, and your legacy. This is an essential task that will help you make sure the assets you have worked hard to earn during your lifetime go to the people or organizations you care about and […]
For Laura Jacoby BS `76, the necessity of holding a job while attending college meant passing up opportunities because of her work schedule, or because the extra fees required for some activities weren’t in the budget. What was worse, Jacoby says, was falling asleep in class because she was so tired. “I wanted to learn […]
Tyler Horning, Principal, TDC Life With a dedication and passion for working with advisors to help their clients organize, improve, and execute their life insurance and estate planning needs, Tyler Horning has brought a long-term focus to the TDC Life team. As President of TDC Life, Tyler is a third-generation leader of the firm who […]
By Ginger O’Donnell Boston native David Kooy, AB ’79, synced with the Washington University community from his first days on campus. When his father dropped him off at his dorm, Kooy quickly realized he was surrounded by a group of talented and supportive peers. “I felt comfortable from the get-go,” he says. As a young […]
According to a recent study, while 64% of Americans recognize the importance of creating a will, fewer than 32% have one. Many of those without a will cite expense or “not getting around to it” as the reason. Getting your affairs in order doesn’t need to be expensive or time-consuming. While there may be some […]
On April 20, 2024, amid the excitement of Reunion at ThurtenE Carnival, the Office of Planned Giving was honored to welcome many of our Brookings Partners on the Danforth Campus for Partners in Excellence: A Celebration of Gratitude. In person for the first time since 2019, Partners in Excellence is a celebration of those individuals […]
A gift of real estate can be a charitable strategy with many benefits to you as the donor and to the receiving organization. Gifting real property to a charitable organization, whether it be a primary residence, second or vacation home, a commercial building or rental property, or even unimproved land, can provide numerous tax advantages […]
By Matt Hampton For financial advisor Kevyn Schroeder, her first career as a nurse at St. Louis Children’s Hospital may not have lasted a lifetime, but it did make an enduring impression on her life. One of the most meaningful takeaways was a friendship she built with Penny Shackelford, MD ’68, professor emerita of pediatrics […]
In 2015, Congress made IRA Qualified Charitable Distributions permanent, and now SECURE Act 2.0 makes them even better. A little background: The IRA qualified charitable distribution (“QCD”) allows an individual who has attained age 70 ½ to direct distributions of up to $100,000 from his or her IRA ($105,000 beginning in 2024) directly to one […]
In late 1996, Dan Viehmann was exploring ways to help his mother Alice reduce her taxable estate. Dan’s neighbor, an alumnus of the School of Law, suggested making a charitable gift to Washington University. From that suggestion emerged a philanthropic legacy that promises to provide lasting impact on research in the School of Medicine. After […]