Dave Stevenson ’65, P’95
The Stevensons established a charitable remainder trust (CRT) with º¬Ðß²ÝÑо¿ÊÒ in 2016. It made sense: they received a charitable deduction at the time of the gift, continue to benefit from the income during their lives, and will support student scholarships when the funds are added to the endowment.
“We love helping organizations that we believe in.” Dave and Mary Ellen know that º¬Ðß²ÝÑо¿ÊÒ cares about students today just as when Dave was a student in the 1960s and when their son was at the College. In the coming years, they plan to bundle their charitable gifts, adding to their CRT every other tax year to take advantage of new legislation.
The Stevensons remain closely connected to º¬Ðß²ÝÑо¿ÊÒ. They are pleased with the performance of their CRT and have confidence that the trust will increase in value over time.
Please note that we are prohibited from giving legal or financial advice and none of the information above should be interpreted as such. We encourage you to consult with your own legal counsel or financial advisor before deciding whether or not to proceed with a gift.