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PLANNED GIVING

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Heritage Society
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You are at: Planned Giving > Gift Options > Heritage Society Donor Stories

Heritage Society Donor Stories

 
  • Ray Wojszynski '80
    Ray Wojszynski '80
    Ray Wojszynski '80
    "I will always be grateful to Robert Morris for what the school did for me, and I feel very strongly about helping to give others...
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  • Mike Boylan '12, M'13
    Mike Boylan '12, M'13
    Mike Boylan '12, M'13
    Most students don't start getting hands-on training in their field until they begin...
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  • Ruth Garfinkel '78
    Ruth Garfinkel '78
    Ruth Garfinkel '78
    If there's one statement that defines Ruth Garfinkel '78, it's "I can do that."
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  • Diana Repack '85, MBA'00, D.Sc.'06
    Diana Repack '85, MBA'00, D.Sc.'06
    Diana Repack '85, MBA'00, D.Sc.'06
    Diana Repack '85, MBA'00, D.Sc.'06 liked Robert Morris University so much that, not only did she get her bachelor's degree...
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  • Tom Shook '50
    Tom Shook '50
    Tom Shook '50
    When Tom Shook '50 was growing up in Munhall, his father worked as a conductor on...
    More
  • Tom '88 and Pam Keeler
    Tom '88 and Pam Keeler
    Tom '88 and Pam Keeler
    When Tom Keeler M'88 found Robert Morris's M.B.A. program, he knew it was a perfect fit for him.
    More
 

Gift Examples

  • Bequests
    Bequests
    Joe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.
    More
  • Using a Beneficiary Designation to Make a Gift to Charity
    Using a Beneficiary Designation to Make a Gift to Charity
    Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged...
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  • Fixed Income for Retirement
    Fixed Income for Retirement
    After working for decades as a pediatrician in a small town, Patricia is ready to retire.
    More
  • Tax-Free Sale
    Tax-Free Sale
    Howard and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
    More
  • Capital Gains Tax Bypassed
    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 and built a sizable portfolio.
    More
  • Endowment Gift
    Endowment Gift
    Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.
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  • Sale and Unitrust
    Sale and Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. The company has done well.
    More
  • The Retirement Unitrust
    The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
    More
  • Property Turns Into Income
    Property Turns Into Income
    Miranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.
    More
  • Part Gift and Part Sale
    Part Gift and Part Sale
    Susan and Kevin bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their family could spend their summers along the lake.
    More
  • Current Gifts
    Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
    More
  • Gift of a Bank Account When No Longer Needed (POD)
    Gift of a Bank Account When No Longer Needed (POD)
    Keith has been a faithful supporter of Robert Morris University and makes regular gifts to support our work.
    More
  • Transferable on Death (TOD) Gifts
    Transferable on Death (TOD) Gifts
    Harold and Jeanne married after meeting at an event Robert Morris University held for our donors. They wanted to leave a legacy gift...
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  • A Bequest to Further Good Work
    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.
    More
  • What Will You Do with Your Unspent Retirement Savings?
    What Will You Do with Your Unspent Retirement Savings?
    Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
    More
  • A Bequest to Save Taxes
    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, Thomas wanted to thank us with a gift from his estate.
    More
  • Leading for the Future
    Leading for the Future
    Luke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
    More
  • Give it Twice Trust
    Give it Twice Trust
    While visiting her favorite charity's website, June came across the idea of a give it twice trust. She contacted the charity for more information.
    More
  • Providing for Our Children's Future
    Providing for Our Children's Future
    Ron and Kathy worked for many years building their nest egg for retirement.
    More
  • Bequest of Insurance
    Bequest of Insurance
    Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
    More
  • Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
    Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
    We have all heard the saying "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible.
    More
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Resources For Professional Advisors

 

Robert Morris University - Pittsburgh, PA

 

Robert Morris University - Pittsburgh
6001 University Blvd., Moon Township, PA 15108
1-800-762-0097

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.