Planned Giving

Gift Examples

Donor Stories

Family Heirlooms Support Music Program at Flagler College

Family heirlooms are tangible ties to the past and sometimes, they pave the way to a promising future.
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Flagler Forward | Inspired by the value of a Flagler experience

Lin and Mark Nash understand the value of a good education.Lin has earned her MBA degree, her credentials to practice as a Physical Therapist, and comes from a family that's been deeply engaged in governance of New York's Alfred University.
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A token of gratitude: local alumnus honors long-time accounting professor with endowed scholarship

Three years into his undergraduate career at Flagler College, alumnus Ben Platt '97 had to decide between keeping his academic scholarship and marrying his high school sweetheart.
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Donor Spotlight: John and Karen Coffey

It's not unusual to hear people of a certain age complain about today's youth. John Coffey sees it differently, thanks to his involvement as a Flagler College donor and member of the Science Advisory Board.
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Paying it forward through a Gift of Life Insurance

Purchasing life insurance was the right decision for Dan '78 and Mary Ellen (Crotty) '79 Stewart when their three children were young.
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Success Begins at Flagler College

When Marisa (Puthoff) Meadows graduated from Flagler College in 1997, she set an ambitious goal: achieve vice president level...
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Actions Speak Louder than Words

"My mother is the reason I'm interested in doing for others," says Ruth Shugart, a long-time resident of St. Augustine...
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Planning Ensures Prosperity

Gordon Foster understood the value of education from an early age. He was just 14 when his physicist father accepted a job as chairman of the science department at Florida Presbyterian College (now Eckerd College).
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The Gift that Keeps on Giving

There are places and people that change you forever and for the better. The initial impression endures; the lessons learned sustain you through life's greatest challenges. For Page Wiedeman, ("JP" Preston), '83, the place was...
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A ground-breaking educator continues legacy of service with gift to Flagler

Frances Bartlett Kinne's estate gifts Flagler $100,000 for scholarships. Dr. Frances Bartlett Kinne's connection to Flagler College extends back before this historic campus even hosted students. A resident of St. Augustine since...
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Wheeler pays it forward with planned gift

The decision to make a legacy gift to his alma mater, even at a relatively young age, was an easy decision for alumnus Price Wheeler, '13, and his budding family. The Alumni Board member's recent...
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A Family Legacy That Started at Flagler College

Lisa Law Crowell, originally from Rhode Island, made the decision to attend Flagler College as a high school senior. Upon making that decision, Lisa knew St. Augustine would be her future home...
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IANNONE HONORS HIS PASSION FOR FLAGLER COLLEGE

To say that David Iannone is a proud alumnus of Flagler College would be an understatement. David graduated from Flagler in 1986, with a degree in History and pursued a career in the insurance industry...
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Alumna Shows Gratitude to Beloved Alma Mater

Kathryn Brown Schafer, fondly known as Katy by her friends and family, is a proud alumna of Flagler College, class of 1990. Katy now lives in Raleigh, North Carolina with her husband Mac and four children...
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Robin (Aronson) Rothman '88

Robin recently named Flagler College as the beneficiary of an outright bequest and is a member of the Henry M. Flagler Society. "In the face of all the tragedy I have been through, it would be great to get others to really think about what is important in their life and how they can give back: it's never too late...
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Win-Win Giving

Thanks to the generosity of donors Frank and Joan Tepper, Flagler College has celebrated a notable first - a gift for the College's first Two-Life Charitable Gift Annuity (CGA). A CGA is a contract under which Flagler College, in return for a transfer of cash, marketable securities or other assets, agrees to pay a fixed amount of money to one or two individuals for their lifetimes...
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A Place of Permanent Honor

Carole Ginzl—along with her late husband, Dave—has been a long-time supporter of Flagler College. The Ginzls' oldest daughter, Christie '95, chose Flagler for its deaf education program...
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All in the Family

Letti Bozard '97 cannot remember when Flagler College was not an important part of her family's life. Letti is a third-generation St. Augustine resident and a steward, along with her brother Bo '10 of the Bozard family's 64-year-old Ford dealership...
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Honoring Alma Mater through Bequest

Steve Shineman '94 considers his experience at Flagler College a "life-changing event." He is now the Director of Gift Planning at Texas Christian University, where he and his wife have lived for seventeen years...
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Architects of Generosity

Craig and Audrey Thorn passed away exactly two years apart: he on December 17, 2010, and she on December 17, 2012. Friends say that's just how they did things—high school sweethearts and married for 59 years, where one went, the other would soon follow...
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Freytags Support Flagler through IRA Rollover

Palm Coast residents Peter and Sue Freytag are no strangers to investing. Peter is a retired vice president of Common Stocks for State Farm, having served the company for 39 years. Recently, the Freytags made an investment they are particularly proud of: an IRA rollover donation of $105,000 to name a space in Pollard Hall...
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Making Philanthropic History

As graduates of the University of Florida, Delores Lastinger and her husband, Allen, had long been known for their support of their alma mater. In 2002, they created an endowment to fund UF's Lastinger Center for Learning, an education innovation incubator for teacher development and improved student learning...
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Show of Support

When Phyllis Gibbs retired from the Flagler College faculty in the summer of 2015, she was more than accustomed to being asked about her incredible tenure in the Theatre Arts Department. Her career had long been a topic of conversation: as the College's longest-serving faculty...
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Lifting Flagler through Song

What do Mindy Kaling, Mira Sorvino, and John Legend have in common? All three achieved great success and all three belonged to a cappella singing groups in college.
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Gift Examples

Bequests

Joe and Anna have been faithful supporters of our organization over the years. Both of them strongly believe that it is important to support and encourage our mission.
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Tax-Free Sale

Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
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Fixed Income for Retirement

After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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Capital Gains Tax Bypassed

Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
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Peace of Mind Gift Annuity

Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it.
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Sale and Unitrust

Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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The Retirement Unitrust

Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
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Property Turns Into Income

Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.
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Flexible Deferred Gift Annuity

Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
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Part Gift and Part Sale

Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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Current Gifts

As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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A Bequest to Further Good Work

Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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Deferred Gift Annuity

Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision.
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Gift Annuity for Real Estate

Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000.
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A Bequest to Save Taxes

Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work.
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Leading for the Future

Luke and Candice spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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Give it Twice Trust

While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust.
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Providing for Our Children's Future

Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.
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