Current Newsletter

Fall 2009

Your Personal Economic Stimulus Package: 4 Solutions for All Ages (pdf)

In This Issue:

• From sandwiches to securities: Les Hauschild demonstrates his commitment to Wooster
• Generate more spendable income
• Protect your gain in stock investments
• Maximize deductions and reduce taxable income
• Take advantage of a special opportunity set to expire this year

Summer 2009

Four Opportunities to Make the Economy Work for You Right Now (pdf)

In This Issue:

• Elizabeth and James Roghair encourage others to consider the flexible gift annuity
• Sell those losers before giving
• Take the guesswork out of retirement income
• Get in on the ground floor of the recovery
• Cash in on the gift-tax "sale"
• Scholarship endowments: A legacy of doing good

Spring 2009

"I Was Transformed There" (pdf)

In This Issue:

• Roger Garst citing those at Wooster who had that impact on him.
• Extend the Reach of Your Generosity Far into the Future
• 4 Reasons More People Are Establishing a Living Trust

Fall 2008

Providing a Valuable Asset for Wooster (pdf)

In This Issue:

• John C. and Carol M. Worley have many ties to Wooster
• Create Your Own Good News in Troubled Financial Times
• IRA Charitable Rollover Deadline Extension

Spring 2008

Keeping Your Assets Under Control (pdf)

In This Issue:

• $1 Million Estate Gift Will Endow Chair in Southeast Asian Studies
• How to Safeguard Your Records and Documents
• How a Gift Annuity Benefits Wooster and You

Fall 2007
Charitable Bequests: Giving with a Will (pdf)

Spring 2007
Planned Giving: A Wooster Tradition (pdf)

Fall 2006
A Lifetime Gift Annuity May Provide Surprising Benefits (pdf)

Winter 2006
Estate Planning Quiz (pdf)