By Dr. Jim Daniel, vice president for development
We received a tremendous response to last week’s “Enlightened Estate Planning” seminars for faculty and staff. Tuesday’s sessions on the St. Paul campus were at capacity, and the seminars on the Minneapolis campus drew a nice crowd.
We in the Development Office were happy to share this estate-planning information with the campus community. Many thanks to me Faculty and Staff Advisory Committee — Julie Revord Adams, Anne Auten, John Barron, Jeanne Buckeye, Sister Sharon Howell, Elaine Lilly, Jeff McLean and Alan Sickbert — who helped guide the Development Office staff in developing the content of the break-out sessions. Thanks, too, to the alumni presenters who volunteered to share their expertise with us.
If you were unable to attend either seminar, you will have another opportunity to do so. We already are making plans to offer the program again after the first of the year.
In the meantime, we look forward to your questions and comments, particularly on topics you would like to see addressed. Please e-mail your feedback and suggestions to Cheryl Nelson, associate director of planned giving, at firstname.lastname@example.org.
Just a reminder: While these seminars are led by experts in the field of tax, retirement and estate planning, they are offered entirely independent of the university. They should not be confused with retirement-planning activities sponsored by the St. Thomas Human Resources Department. This educational program should not be construed as investment advice.
Dr. Jim Daniel, vice president for development.