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Welcome to Kettering University Financial and Estate Planning
Bulldog Days Reunion!
GMI/Kettering University alumni will roll into town this week to take part in a variety of great events including golf, fraternity gatherings, lunches, tours of the school, reunion dinner, even an alumni vs student hockey game. It is a time for reconnecting, renewal of friendships, and reminiscing.
This week, or next time you are in Flint, take a drive by The Durant, now a fully restored building of new apartments. The elegance of bygone days is still there in parts of the building. The ballroom will be restored to its original grandeur, for example. Currently the building is nearly 40% occupied.
We still have a few available seats for reunion lunch and dinner on Saturday. Call me if you'd like to come to any of the activities. It would be lovely to see you here!
For more: http://www.kettering.edu/alumni/bulldogdays_reunion_weekend.jsp
Warm thanks for your support in all its forms,
Sue Weiss
Director of Gift and Estate Planning
Phone 800-955-4464 ext. 9768
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
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Benefits for Family and Kettering University
There are times in life when the giver is as rewarded by the gift as the receiver. Giving to Kettering may be an example. First, there's the satisfaction of knowing you are strengthening the unique national treasure that is Kettering University, formerly GMI. You are helping students achieve their goals, improving our country and the world by their skills learned in the real world through the co-op program. There's no other institution like Kettering in the entire world! Secondly, certain gifts to Kettering provide gift donors and their families with increased income and generous tax savings. You might start by browsing through the current stories here. You can also input your own data to see if a specific gift model is right for your circumstances.
 | Current Gifts As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>. |
 | 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, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>. |
 | Major IRA Gift Warner G. "Buck" Martin '55 attributes his success in life in large part to the great co-op education from GMI, now Kettering University. He met his wife Shirley in the 8th grade and they married during his sophomore year at GMI. More on Major IRA Gift >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. |
Sue Weiss Director of Gift & Estate Planning |
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact sweiss@kettering.edu.
If you are a professional advisor, you may take the following steps on this site.
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