TAKE OUR 30-SECOND SURVEYAre you interested in learning more about the many benefits a charitable gift annuity has to offer? Request our gift annuity guide, Feel Secure in Your Retirement Years, by completing the enclosed survey and we’ll send you your complimentary copy immediately.

INSIGHTSI O W A S T A T E U N I V E R S I T Y F O U N D A T I O N

ike many couples who met at Iowa State, Rich and Carm Greenlee have great

memories of their college days. They shared a close-knit group of friends and are still in touch with many of them.

Carm, a Minnesota native, was a

member of the Kappa Delta sorority and

graduated in child development in 1965.

Rich, a 1966 graduate in construction

engineering, was a member of the Delta

Tau Delta fraternity.

Rich grew up in Des Moines and

came to Iowa State because “that’s

where you go to be an engineer.” He

started in the architectural engineering

program, but was intrigued by

professor Tom Jellinger’s teachings,

which focused on construction

engineering and were new to Iowa

State at the time.

After jobs in Texas, Iowa and

Minnesota, both realized that they

wanted more than to work for

someone else and their entrepreneurial

spirits took over. Rich opened his

own engineering consulting firm and

Carm created a business partnership

as a manufacturer’s representative

with a fellow Iowa State alumna

and friend.

Rich has since retired, but continues

to consult with his most recent

company, Engineering Partners, and

The ISU Foundation is acknowledged by Iowa State University as the preferred channel for administering trust and estate gifts that benefit the university. This is accomplished by using the name Iowa State University Foundation in your legal documents. Please contact the foundation for additional information.

Iowa State University Foundation2505 University BoulevardP.O. Box 2230Ames, Iowa 50010-2230Toll-free: 800.621.8515www.isugift.org

Share the following language with your estate planning attorney to add to your will or living trust.

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.

>> HOW TO REMEMBER IOWA STATE UNIVERSITY IN YOUR WILL IN THIS ISSUE

• Helping Others Pays in So Many Ways

• Case Study: Creating an Iowa State Gift Annuity

• Two-Minute Quiz: Gift Annuities

• Gift Impact: Student Says Thank You

TIME TO GIVE BACK

Continued on page 4

1

L

INSIGHTSo you know how a charitable gift annuity can support Iowa State and benefit you? Take

this quiz to find out.

[1] A charitable gift annuity pays youA. fixed payments for life.B. variable payments for life.C. fixed payments for 20 years.

[2] If you create a charitable gift annuity this year, you are allowed to take A. an estate tax deduction.B. a charitable income tax deduction for

the entire amount of the asset donated.C. a charitable income tax deduction

for a portion of the value of the asset donated.

[3] You can fund a gift annuity withA. cash only.B. stocks only.C. cash or stocks.

[4] You can choose to have a charitable gift annuity make payments to one or two individuals. True or False

[5] Upon the death of the second person receiving payments, the remaining value of the gift annuity is available to help support Iowa State. True or False

A C H A R I T A B L E P L A N N I N G G U I D E F O R I S U A L U M N I A N D F R I E N D S SPRING 2012

D

Visit www.isugift.org to meet other donors and learn why they believe it is important to invest in the future

of Iowa State University.

Rich and Carm Greenlee

Stephanie PotratzSeniorDieteticsSumner, IowaMulti-year recipient of the Doris A. Adams Scholarship, established by Doris A. Adams (’48 food science) through a charitable gift annuity and additional cash gift

“ Thanks to my experience at Iowa State, I have realized that I love to learn and that I can accomplish so much more than I ever imagined. I am so grateful for the opportunity to learn and obtain an education. I can’t even begin to say how thankful I am for the people who value education so much that they are willing to generously provide this support.”

G IFT IMPACT

TWO-MINUTE QUIZ: GIFT ANNUITIES

“ Tom Jellinger was the guy who shaped what I wanted to do.”

— Rich Greenlee

Answers: (1) A, (2) C, (3) C, (4) True, (5) True

Did You Know?Seventy-two percent of

Iowa State students must borrow money to finance

their education. Return the enclosed survey to learn more about the different

ways you can help.

?

Call us at 800.621.8515 today to learn more about the benefits of charitable gift annuities.

Carm now works part-time as a buyer

for a small gift shop.

The Greenlees have three children and

nine grandchildren. All live nearby in the

Twin Cities. Their youngest son, Greg,

followed in his parents’ footsteps and

attended Iowa State, earning a degree in

civil engineering. He is now a principal at

his dad’s company, Engineering Partners.

SAYING THANK YOU WITH A WIN-WIN GIFTIn 2008, the construction engineering

program began planning for its 50th

anniversary. Part of the celebration

included a fundraising effort to create

and name a laboratory in honor of Rich’s

former professor Tom Jellinger. Rich

wanted to honor the man who helped

define his career path, so the Greenlees

made a pledge to support the Tom

and Ro Jellinger Laboratory in Town

Engineering Hall.

After talking with representatives

from the ISU Foundation, the couple

figured out a way they could do

something meaningful. They decided

to create the Greenlee Lectureship in

Construction Engineering. They liked

the idea of an annual lecture series to

bring well-known speakers to campus

and to help bring prestige to Iowa State’s

construction engineering program.

The Greenlees decided to establish

a charitable gift annuity to fund their

lecture series. With this type of gift,

they qualify for an immediate income

tax deduction for part of their gift and

receive fixed payments for the remainder

of their lives. The proceeds from the

charitable gift annuity will one day

create an endowed fund for the Greenlee

Lectureship, ensuring that the lecture

continues for many years to come.

In addition to their gift annuity, Rich

and Carm decided to make an annual

cash gift right away, so that the lecture

could get started more quickly. The first

lecture will likely happen next spring,

to coincide with the annual banquet in

construction engineering.

“We had a very good education at

Iowa State,” Carm said. “It was time for

us to give back.”

Continued from page 1

HELPING OTHERS PAYS IN SO MANY WAYS

hen it comes to supporting Iowa State University’s long-term future, the

charitable gift annuity is one method favored by many of our donors.

When you set up a charitable gift annuity (CGA) with the ISU Foundation, we’ll provide you with lifetime payments that remain constant even with a fluctuating stock market. This offers you the opportunity to supplement your retirement income and continue to make a difference at Iowa State.

HOW IT WORKSA CGA is a simple contract between you and the ISU Foundation. You make a donation using cash or marketable securities and we, in turn, pay you a fixed amount for life. With this type of gift, you can feel secure knowing you can count on receiving stable payments for as long as you live.

Your age when the payments begin and the amount of your donation determine the size of your payment. The older you are, the higher your fixed rate (see charts, below). You receive payments for life, and, if you choose, you can have the payments continue for the life of another person. After that, the remaining funds are used to support our students and programs (or the area you choose to support).

YOUR TAX BENEFITSGift annuities offer additional benefits besides secure and stable payments. You can also receive an income tax deduction for a portion of your gift in the year you set up your CGA.

WHAT YOU NEED TO KNOWHere is a quick overview of helpful items to know before establishing a gift annuity:[1] You can use cash or, if you’d rather not

give straight out of pocket, you can use stocks to fund your gift annuity.

TIME TO GIVE BACK

W

©2012 Iowa State University Foundation and The Stelter Company

The information in this publication is not intended as legal advice. For legal advice, please consult an attorney. 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.

Since Roger and Karen, who are both 70 years old, would like to secure their retirement income, they decide to create a charitable gift annuity with the ISU Foundation. This way they can make the $10,000 cash gift they’ve always wanted and, in exchange, they will receive $460 each year for as long as either one is living. Unlike some pension plans, their gift annuity payments do not stop or reduce in size at the death of the first spouse. In addition, approximately $369 of each $460 payment is income tax–free to them.

CASE STUDY: CREATING AN IOWA STATE GIFT ANNUITY(After more than 20 years, when they reach their combined life expectancy, the entire gift annuity payment then becomes taxable as ordinary income.) They can also deduct approximately $2,587* as an income tax deduction when they itemize on their tax return. Roger and Karen are happy with their choice of a CGA — they are able to make a meaningful charitable gift to Iowa State and at the same time give themselves stable and secure payments for life.

[2] Gift annuities make lifetime payments you can never outlive. You can also provide payments for another individual, such as your spouse.

[3] Your payments may begin immediately, or you can defer the start of your payments into the future, such as five or 10 years from now, which may increase your annual payout as well as your income tax deduction.

[4] You can choose to restrict your gift for a particular purpose or leave it unrestricted so we can be sure resources are available for our most urgent needs as they arise.

Did You Know?Thanks to donor support,

more than 80 new endowed faculty positions were created during Campaign Iowa State.

“ We wanted to do something to benefit students as a whole.”

— Carm Greenlee

THANK YOU

FOR YOUR

SUPPORT!Your gift, large

or small, helps the

students, faculty

and staff of Iowa

State University.

*Based on annual payments and a 1.4 percent charitable midterm federal rate.

CHECK OUT YOUR PAYMENT RATE

See Your BenefitsYou can request a free no-obligation illustration of how a gift annuity could benefit you and Iowa State by returning the enclosed survey or calling us at 800.621.8515.

ONE LIFEAge Rate50 3.7%55 4.0%60 4.4%65 4.7%70 5.1%75 5.8%80 6.8%85 7.8%

90+ 9.0%

TWO LIVESAges Rate50/55 3.3%55/60 3.7%60/65 4.0%65/70 4.4%70/75 4.8%75/80 5.3%80/85 6.1%85/90 7.3%

90/95+ 8.8%

LET US KNOWWe realize that many of you have remembered Iowa State in your estate plans and, for many different reasons, have chosen not to reveal your intentions to us. To this visionary group, we’d like to take this opportunity to express our sincere gratitude and encourage you to step forward. By sharing your plans with us, we can ensure that your gift will be used exactly as you intend. Use the enclosed survey or contact us to notify us of your intentions.

?

Carm now works part-time as a buyer

for a small gift shop.

The Greenlees have three children and

nine grandchildren. All live nearby in the

Twin Cities. Their youngest son, Greg,

followed in his parents’ footsteps and

attended Iowa State, earning a degree in

civil engineering. He is now a principal at

his dad’s company, Engineering Partners.

SAYING THANK YOU WITH A WIN-WIN GIFTIn 2008, the construction engineering

program began planning for its 50th

anniversary. Part of the celebration

included a fundraising effort to create

and name a laboratory in honor of Rich’s

former professor Tom Jellinger. Rich

wanted to honor the man who helped

define his career path, so the Greenlees

made a pledge to support the Tom

and Ro Jellinger Laboratory in Town

Engineering Hall.

After talking with representatives

from the ISU Foundation, the couple

figured out a way they could do

something meaningful. They decided

to create the Greenlee Lectureship in

Construction Engineering. They liked

the idea of an annual lecture series to

bring well-known speakers to campus

and to help bring prestige to Iowa State’s

construction engineering program.

The Greenlees decided to establish

a charitable gift annuity to fund their

lecture series. With this type of gift,

they qualify for an immediate income

tax deduction for part of their gift and

receive fixed payments for the remainder

of their lives. The proceeds from the

charitable gift annuity will one day

create an endowed fund for the Greenlee

Lectureship, ensuring that the lecture

continues for many years to come.

In addition to their gift annuity, Rich

and Carm decided to make an annual

cash gift right away, so that the lecture

could get started more quickly. The first

lecture will likely happen next spring,

to coincide with the annual banquet in

construction engineering.

“We had a very good education at

Iowa State,” Carm said. “It was time for

us to give back.”

Continued from page 1

HELPING OTHERS PAYS IN SO MANY WAYS

hen it comes to supporting Iowa State University’s long-term future, the

charitable gift annuity is one method favored by many of our donors.

When you set up a charitable gift annuity (CGA) with the ISU Foundation, we’ll provide you with lifetime payments that remain constant even with a fluctuating stock market. This offers you the opportunity to supplement your retirement income and continue to make a difference at Iowa State.

HOW IT WORKSA CGA is a simple contract between you and the ISU Foundation. You make a donation using cash or marketable securities and we, in turn, pay you a fixed amount for life. With this type of gift, you can feel secure knowing you can count on receiving stable payments for as long as you live.

Your age when the payments begin and the amount of your donation determine the size of your payment. The older you are, the higher your fixed rate (see charts, below). You receive payments for life, and, if you choose, you can have the payments continue for the life of another person. After that, the remaining funds are used to support our students and programs (or the area you choose to support).

YOUR TAX BENEFITSGift annuities offer additional benefits besides secure and stable payments. You can also receive an income tax deduction for a portion of your gift in the year you set up your CGA.

WHAT YOU NEED TO KNOWHere is a quick overview of helpful items to know before establishing a gift annuity:[1] You can use cash or, if you’d rather not

give straight out of pocket, you can use stocks to fund your gift annuity.

TIME TO GIVE BACK

W

©2012 Iowa State University Foundation and The Stelter Company

The information in this publication is not intended as legal advice. For legal advice, please consult an attorney. 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.

Since Roger and Karen, who are both 70 years old, would like to secure their retirement income, they decide to create a charitable gift annuity with the ISU Foundation. This way they can make the $10,000 cash gift they’ve always wanted and, in exchange, they will receive $460 each year for as long as either one is living. Unlike some pension plans, their gift annuity payments do not stop or reduce in size at the death of the first spouse. In addition, approximately $369 of each $460 payment is income tax–free to them.

CASE STUDY: CREATING AN IOWA STATE GIFT ANNUITY(After more than 20 years, when they reach their combined life expectancy, the entire gift annuity payment then becomes taxable as ordinary income.) They can also deduct approximately $2,587* as an income tax deduction when they itemize on their tax return. Roger and Karen are happy with their choice of a CGA — they are able to make a meaningful charitable gift to Iowa State and at the same time give themselves stable and secure payments for life.

[2] Gift annuities make lifetime payments you can never outlive. You can also provide payments for another individual, such as your spouse.

[3] Your payments may begin immediately, or you can defer the start of your payments into the future, such as five or 10 years from now, which may increase your annual payout as well as your income tax deduction.

[4] You can choose to restrict your gift for a particular purpose or leave it unrestricted so we can be sure resources are available for our most urgent needs as they arise.

Did You Know?Thanks to donor support,

more than 80 new endowed faculty positions were created during Campaign Iowa State.

“ We wanted to do something to benefit students as a whole.”

— Carm Greenlee

THANK YOU

FOR YOUR

SUPPORT!Your gift, large

or small, helps the

students, faculty

and staff of Iowa

State University.

*Based on annual payments and a 1.4 percent charitable midterm federal rate.

CHECK OUT YOUR PAYMENT RATE

See Your BenefitsYou can request a free no-obligation illustration of how a gift annuity could benefit you and Iowa State by returning the enclosed survey or calling us at 800.621.8515.

ONE LIFEAge Rate50 3.7%55 4.0%60 4.4%65 4.7%70 5.1%75 5.8%80 6.8%85 7.8%

90+ 9.0%

TWO LIVESAges Rate50/55 3.3%55/60 3.7%60/65 4.0%65/70 4.4%70/75 4.8%75/80 5.3%80/85 6.1%85/90 7.3%

90/95+ 8.8%

LET US KNOWWe realize that many of you have remembered Iowa State in your estate plans and, for many different reasons, have chosen not to reveal your intentions to us. To this visionary group, we’d like to take this opportunity to express our sincere gratitude and encourage you to step forward. By sharing your plans with us, we can ensure that your gift will be used exactly as you intend. Use the enclosed survey or contact us to notify us of your intentions.

?

Carm now works part-time as a buyer

for a small gift shop.

The Greenlees have three children and

nine grandchildren. All live nearby in the

Twin Cities. Their youngest son, Greg,

followed in his parents’ footsteps and

attended Iowa State, earning a degree in

civil engineering. He is now a principal at

his dad’s company, Engineering Partners.

SAYING THANK YOU WITH A WIN-WIN GIFTIn 2008, the construction engineering

program began planning for its 50th

anniversary. Part of the celebration

included a fundraising effort to create

and name a laboratory in honor of Rich’s

former professor Tom Jellinger. Rich

wanted to honor the man who helped

define his career path, so the Greenlees

made a pledge to support the Tom

and Ro Jellinger Laboratory in Town

Engineering Hall.

After talking with representatives

from the ISU Foundation, the couple

figured out a way they could do

something meaningful. They decided

to create the Greenlee Lectureship in

Construction Engineering. They liked

the idea of an annual lecture series to

bring well-known speakers to campus

and to help bring prestige to Iowa State’s

construction engineering program.

The Greenlees decided to establish

a charitable gift annuity to fund their

lecture series. With this type of gift,

they qualify for an immediate income

tax deduction for part of their gift and

receive fixed payments for the remainder

of their lives. The proceeds from the

charitable gift annuity will one day

create an endowed fund for the Greenlee

Lectureship, ensuring that the lecture

continues for many years to come.

In addition to their gift annuity, Rich

and Carm decided to make an annual

cash gift right away, so that the lecture

could get started more quickly. The first

lecture will likely happen next spring,

to coincide with the annual banquet in

construction engineering.

“We had a very good education at

Iowa State,” Carm said. “It was time for

us to give back.”

Continued from page 1

HELPING OTHERS PAYS IN SO MANY WAYS

hen it comes to supporting Iowa State University’s long-term future, the

charitable gift annuity is one method favored by many of our donors.

When you set up a charitable gift annuity (CGA) with the ISU Foundation, we’ll provide you with lifetime payments that remain constant even with a fluctuating stock market. This offers you the opportunity to supplement your retirement income and continue to make a difference at Iowa State.

HOW IT WORKSA CGA is a simple contract between you and the ISU Foundation. You make a donation using cash or marketable securities and we, in turn, pay you a fixed amount for life. With this type of gift, you can feel secure knowing you can count on receiving stable payments for as long as you live.

Your age when the payments begin and the amount of your donation determine the size of your payment. The older you are, the higher your fixed rate (see charts, below). You receive payments for life, and, if you choose, you can have the payments continue for the life of another person. After that, the remaining funds are used to support our students and programs (or the area you choose to support).

YOUR TAX BENEFITSGift annuities offer additional benefits besides secure and stable payments. You can also receive an income tax deduction for a portion of your gift in the year you set up your CGA.

WHAT YOU NEED TO KNOWHere is a quick overview of helpful items to know before establishing a gift annuity:[1] You can use cash or, if you’d rather not

give straight out of pocket, you can use stocks to fund your gift annuity.

TIME TO GIVE BACK

W

©2012 Iowa State University Foundation and The Stelter Company

The information in this publication is not intended as legal advice. For legal advice, please consult an attorney. 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.

Since Roger and Karen, who are both 70 years old, would like to secure their retirement income, they decide to create a charitable gift annuity with the ISU Foundation. This way they can make the $10,000 cash gift they’ve always wanted and, in exchange, they will receive $460 each year for as long as either one is living. Unlike some pension plans, their gift annuity payments do not stop or reduce in size at the death of the first spouse. In addition, approximately $369 of each $460 payment is income tax–free to them.

CASE STUDY: CREATING AN IOWA STATE GIFT ANNUITY(After more than 20 years, when they reach their combined life expectancy, the entire gift annuity payment then becomes taxable as ordinary income.) They can also deduct approximately $2,587* as an income tax deduction when they itemize on their tax return. Roger and Karen are happy with their choice of a CGA — they are able to make a meaningful charitable gift to Iowa State and at the same time give themselves stable and secure payments for life.

[2] Gift annuities make lifetime payments you can never outlive. You can also provide payments for another individual, such as your spouse.

[3] Your payments may begin immediately, or you can defer the start of your payments into the future, such as five or 10 years from now, which may increase your annual payout as well as your income tax deduction.

[4] You can choose to restrict your gift for a particular purpose or leave it unrestricted so we can be sure resources are available for our most urgent needs as they arise.

Did You Know?Thanks to donor support,

more than 80 new endowed faculty positions were created during Campaign Iowa State.

“ We wanted to do something to benefit students as a whole.”

— Carm Greenlee

THANK YOU

FOR YOUR

SUPPORT!Your gift, large

or small, helps the

students, faculty

and staff of Iowa

State University.

*Based on annual payments and a 1.4 percent charitable midterm federal rate.

CHECK OUT YOUR PAYMENT RATE

See Your BenefitsYou can request a free no-obligation illustration of how a gift annuity could benefit you and Iowa State by returning the enclosed survey or calling us at 800.621.8515.

ONE LIFEAge Rate50 3.7%55 4.0%60 4.4%65 4.7%70 5.1%75 5.8%80 6.8%85 7.8%

90+ 9.0%

TWO LIVESAges Rate50/55 3.3%55/60 3.7%60/65 4.0%65/70 4.4%70/75 4.8%75/80 5.3%80/85 6.1%85/90 7.3%

90/95+ 8.8%

LET US KNOWWe realize that many of you have remembered Iowa State in your estate plans and, for many different reasons, have chosen not to reveal your intentions to us. To this visionary group, we’d like to take this opportunity to express our sincere gratitude and encourage you to step forward. By sharing your plans with us, we can ensure that your gift will be used exactly as you intend. Use the enclosed survey or contact us to notify us of your intentions.

?

TAKE OUR 30-SECOND SURVEYAre you interested in learning more about the many benefits a charitable gift annuity has to offer? Request our gift annuity guide, Feel Secure in Your Retirement Years, by completing the enclosed survey and we’ll send you your complimentary copy immediately.

INSIGHTSI O W A S T A T E U N I V E R S I T Y F O U N D A T I O N

ike many couples who met at Iowa State, Rich and Carm Greenlee have great

memories of their college days. They shared a close-knit group of friends and are still in touch with many of them.

Carm, a Minnesota native, was a

member of the Kappa Delta sorority and

graduated in child development in 1965.

Rich, a 1966 graduate in construction

engineering, was a member of the Delta

Tau Delta fraternity.

Rich grew up in Des Moines and

came to Iowa State because “that’s

where you go to be an engineer.” He

started in the architectural engineering

program, but was intrigued by

professor Tom Jellinger’s teachings,

which focused on construction

engineering and were new to Iowa

State at the time.

After jobs in Texas, Iowa and

Minnesota, both realized that they

wanted more than to work for

someone else and their entrepreneurial

spirits took over. Rich opened his

own engineering consulting firm and

Carm created a business partnership

as a manufacturer’s representative

with a fellow Iowa State alumna

and friend.

Rich has since retired, but continues

to consult with his most recent

company, Engineering Partners, and

The ISU Foundation is acknowledged by Iowa State University as the preferred channel for administering trust and estate gifts that benefit the university. This is accomplished by using the name Iowa State University Foundation in your legal documents. Please contact the foundation for additional information.

Iowa State University Foundation2505 University BoulevardP.O. Box 2230Ames, Iowa 50010-2230Toll-free: 800.621.8515www.isugift.org

Share the following language with your estate planning attorney to add to your will or living trust.

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.

>> HOW TO REMEMBER IOWA STATE UNIVERSITY IN YOUR WILL IN THIS ISSUE

• Helping Others Pays in So Many Ways

• Case Study: Creating an Iowa State Gift Annuity

• Two-Minute Quiz: Gift Annuities

• Gift Impact: Student Says Thank You

TIME TO GIVE BACK

Continued on page 4

1

L

INSIGHTSo you know how a charitable gift annuity can support Iowa State and benefit you? Take

this quiz to find out.

[1] A charitable gift annuity pays youA. fixed payments for life.B. variable payments for life.C. fixed payments for 20 years.

[2] If you create a charitable gift annuity this year, you are allowed to take A. an estate tax deduction.B. a charitable income tax deduction for

the entire amount of the asset donated.C. a charitable income tax deduction

for a portion of the value of the asset donated.

[3] You can fund a gift annuity withA. cash only.B. stocks only.C. cash or stocks.

[4] You can choose to have a charitable gift annuity make payments to one or two individuals. True or False

[5] Upon the death of the second person receiving payments, the remaining value of the gift annuity is available to help support Iowa State. True or False

A C H A R I T A B L E P L A N N I N G G U I D E F O R I S U A L U M N I A N D F R I E N D S SPRING 2012

D

Visit www.isugift.org to meet other donors and learn why they believe it is important to invest in the future

of Iowa State University.

Rich and Carm Greenlee

Stephanie PotratzSeniorDieteticsSumner, IowaMulti-year recipient of the Doris A. Adams Scholarship, established by Doris A. Adams (’48 food science) through a charitable gift annuity and additional cash gift

“ Thanks to my experience at Iowa State, I have realized that I love to learn and that I can accomplish so much more than I ever imagined. I am so grateful for the opportunity to learn and obtain an education. I can’t even begin to say how thankful I am for the people who value education so much that they are willing to generously provide this support.”

G IFT IMPACT

TWO-MINUTE QUIZ: GIFT ANNUITIES

“ Tom Jellinger was the guy who shaped what I wanted to do.”

— Rich Greenlee

Answers: (1) A, (2) C, (3) C, (4) True, (5) True

Did You Know?Seventy-two percent of

Iowa State students must borrow money to finance

their education. Return the enclosed survey to learn more about the different

ways you can help.

?

Call us at 800.621.8515 today to learn more about the benefits of charitable gift annuities.

TAKE OUR 30-SECOND SURVEYAre you interested in learning more about the many benefits a charitable gift annuity has to offer? Request our gift annuity guide, Feel Secure in Your Retirement Years, by completing the enclosed survey and we’ll send you your complimentary copy immediately.

INSIGHTSI O W A S T A T E U N I V E R S I T Y F O U N D A T I O N

ike many couples who met at Iowa State, Rich and Carm Greenlee have great

memories of their college days. They shared a close-knit group of friends and are still in touch with many of them.

Carm, a Minnesota native, was a

member of the Kappa Delta sorority and

graduated in child development in 1965.

Rich, a 1966 graduate in construction

engineering, was a member of the Delta

Tau Delta fraternity.

Rich grew up in Des Moines and

came to Iowa State because “that’s

where you go to be an engineer.” He

started in the architectural engineering

program, but was intrigued by

professor Tom Jellinger’s teachings,

which focused on construction

engineering and were new to Iowa

State at the time.

After jobs in Texas, Iowa and

Minnesota, both realized that they

wanted more than to work for

someone else and their entrepreneurial

spirits took over. Rich opened his

own engineering consulting firm and

Carm created a business partnership

as a manufacturer’s representative

with a fellow Iowa State alumna

and friend.

Rich has since retired, but continues

to consult with his most recent

company, Engineering Partners, and

The ISU Foundation is acknowledged by Iowa State University as the preferred channel for administering trust and estate gifts that benefit the university. This is accomplished by using the name Iowa State University Foundation in your legal documents. Please contact the foundation for additional information.

Iowa State University Foundation2505 University BoulevardP.O. Box 2230Ames, Iowa 50010-2230Toll-free: 800.621.8515www.isugift.org

Share the following language with your estate planning attorney to add to your will or living trust.

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.

>> HOW TO REMEMBER IOWA STATE UNIVERSITY IN YOUR WILL IN THIS ISSUE

• Helping Others Pays in So Many Ways

• Case Study: Creating an Iowa State Gift Annuity

• Two-Minute Quiz: Gift Annuities

• Gift Impact: Student Says Thank You

TIME TO GIVE BACK

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INSIGHTSo you know how a charitable gift annuity can support Iowa State and benefit you? Take

this quiz to find out.

[1] A charitable gift annuity pays youA. fixed payments for life.B. variable payments for life.C. fixed payments for 20 years.

[2] If you create a charitable gift annuity this year, you are allowed to take A. an estate tax deduction.B. a charitable income tax deduction for

the entire amount of the asset donated.C. a charitable income tax deduction

for a portion of the value of the asset donated.

[3] You can fund a gift annuity withA. cash only.B. stocks only.C. cash or stocks.

[4] You can choose to have a charitable gift annuity make payments to one or two individuals. True or False

[5] Upon the death of the second person receiving payments, the remaining value of the gift annuity is available to help support Iowa State. True or False

A C H A R I T A B L E P L A N N I N G G U I D E F O R I S U A L U M N I A N D F R I E N D S SPRING 2012

D

Visit www.isugift.org to meet other donors and learn why they believe it is important to invest in the future

of Iowa State University.

Rich and Carm Greenlee

Stephanie PotratzSeniorDieteticsSumner, IowaMulti-year recipient of the Doris A. Adams Scholarship, established by Doris A. Adams (’48 food science) through a charitable gift annuity and additional cash gift

“ Thanks to my experience at Iowa State, I have realized that I love to learn and that I can accomplish so much more than I ever imagined. I am so grateful for the opportunity to learn and obtain an education. I can’t even begin to say how thankful I am for the people who value education so much that they are willing to generously provide this support.”

G IFT IMPACT

TWO-MINUTE QUIZ: GIFT ANNUITIES

“ Tom Jellinger was the guy who shaped what I wanted to do.”

— Rich Greenlee

Answers: (1) A, (2) C, (3) C, (4) True, (5) True

Did You Know?Seventy-two percent of

Iowa State students must borrow money to finance

their education. Return the enclosed survey to learn more about the different

ways you can help.

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Call us at 800.621.8515 today to learn more about the benefits of charitable gift annuities.