Advancement

Planned Giving

“In appreciation of my Queens education and all it has meant to me, my wife Susan and I have included Queens in our estate plans. I hope that I will play some small part in another student’s opportunity to have what I know is an outstanding education.”
-- Sean Kelly ‘93
Many of us dream of leaving a legacy that will change the lives for future generations. In the past, only a select few achieved this goal through academia. Today, this dream is possible to many through a variety of tax-saving options. The Investing in Queens’ Future Campaign places renewed emphasis on securing new Thelma Albright Society members, paving the way for future generations of Queens students.

Queens believes in making the dreams of its students, as well as its donors, come true by offering a variety of ways to establish legacy gifts through planned giving.

What is planned giving?
Charitable giving can be rewarding on many levels, especially when donors combine it with their financial and estate planning. This process, known as planned giving, provides a way to support Queens while enjoying greater tax and financial benefits.

Planned giving options include:
• Bequests in a will
• Charitable Gift Annuities
• Charitable Remainder Annuity Trusts
• Charitable Remainder Unitrusts
• Gifts of Retirement Assets
• Retained Life Estates
• Gifts of Life Insurance
• Charitable Lead Trusts

About the Thelma Albright Society:
This society honors those individuals who include Queens University of Charlotte in their estate plans and have notified us of their intentions. Members of this special legacy society understand that the future success of Queens depends on the plans we make today. The goal of the society is to acknowledge those individuals for their vision and to provide a lasting tribute in their honor. The Thelma Albright Society includes both living and deceased individuals who have bequeathed either a portion or their entire estate to Queens.

Planned giving donors become members of the Thelma Albright Society, joining others who have committed to shape Queens’ future. Experience the joy of making a lasting difference in the world: Invest in Queens’ Future!

To learn more about planned giving options and becoming a member of the Thelma Albright Society, please contact Adelaide Davis, associate vice president for planned giving, at 704 337-2329 or davisa@queens.edu

To download or view the Investing in Queens’ Future Campaign Planned Giving brochure, click here.

Queens encourages all individuals to consult with their financial and legal advisors prior to making estate planning gifts.

	Jane McDowell Bullock ’47

An important priority for Jane McDowell Bullock '47 has always been nurturing the mind and soul. In addition to raising a family and being active in her church, she devoted her professional career to education. After retirement, she has continued to serve her Raleigh, North Carolina community through volunteer work with the public school library and the local history museum. Currently, she serves on the Queens University of Charlotte Alumni Association Board of Directors and is the Class President of 1947. She helps with the Queens Focus 445 initiative by working with the Admissions Office to introduce the Queens educational experience to the youth of her church. The lives she touches with her friendship and service are blessed by her dedication to this priority.

Jane has established her philanthropic goals to support her priorities in life. She has named Queens as a beneficiary of an Individual Retirement Account (IRA) as part of her tax-wise estate plan. This plan not only provides resources for her charitable gifts, but also maximizes the provisions for her loved ones through her estate. Since her children would be required to pay income tax on IRA distributions if she named them as beneficiaries, Jane has selected other assets for their inheritance.

She has created two legacies with this gift. One is her legacy at Queens University of Charlotte as a role model for a noble and productive life. Another is the example she has set for her loved ones of charitable support for a worthy cause. Jane has stepped forward in many ways to support Queens because she strongly believes in the mission of educating young adults who will be prepared to make a positive difference in the world as she herself has done.

If you would like information on planned giving at Queens, please contact associate vice president for development Adelaide  Davis at 704-337-2329.

  
Connally Smith Rogers gave of herself so that others might enjoy a better life.  After graduating from Queens in 1950 with a B.A. in education, she taught in Charlotte's public schools and on U.S. military bases in postwar Japan, where she instructed the children of American service members.  It was in Japan that she began her lifelong commitment to assist the abandoned offspring of U.S. service members overseas.  In the following years, she remained active in her church and community in Columbia, South Carolina.  Helping others was her passion, teaching was her calling and challenging her students to question and experiment was her joy.

In the words of her dear friend, Shirley Warner Taylor ’47, "Connally was the kindest and most generous person I have ever known.  She always knew who she was and what she believed.  She was, as I told her many times, somewhat of a rebel... questioning current thinking and beliefs.  I was blessed to have such a friend."

During Rogers’ years in Japan, she maintained a long-distance romance that blossomed into a lifelong marriage.  It was no surprise to her husband Bill that his wife wanted to continue to help others through a scholarship at her beloved alma mater.  Bill and Connally (pictured above)
established the Connally Smith Rogers Scholarship Fund at Queens University of Charlotte with a generous gift of $100,000, supplemented with the proceeds from a life insurance policy after her death on December 3, 2001.  Rogers wanted to help those students who worked hard and
who would not have a Queens education without financial assistance.

Although we lost a dear alumna, her permanently endowed scholarship means that her legacy lives on at Queens.  In remembering Connally Smith Rogers, we celebrate her life, non ministrari sed ministrare (not to be served but to serve).

If you would like information on how you may establish a scholarship at Queens, please contact associate vice president for Development Adelaide Davis, 704 337-2329.

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Printed from www.Queens.edu.

Queens University of Charlotte
1900 Selwyn Ave.
Charlotte, NC 28274
Phone: 704 337-2200
Fax: 704 337-2403
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