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Carrying on the Tradition
As J. Frank Swygert '59 proudly recognizes, "The Citadel has always excelled at producing top-notch leaders" in all disciplines for both military and civilian service. This simple motivation led to Frank's decision to include in his estate plan a bequest that will establish two valuable scholarship funds. More on Carrying on the Tradition >>.
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Helping Students Pursue Their Dreams
As often happens, it was an external motivation that invited David Spell '50 to make the gift he has long wished he could. The bank for which David was a principal shareholder went public, causing his shares to appreciate significantly. He recognized the opportunity to use this highly valued asset to make his charitable wish for The Citadel come true. More on Helping Students Pursue Their Dreams >>.
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Tax-Free Sale
Several years ago Dean McPhail '59 and his wife Lora purchased a beautiful getaway beach house on the North Carolina coast. They knew they would get great pleasure from it. They also thought it would be a good investment that they could later sell for a higher price. More on Tax-Free Sale >>.
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A Current Gift From Real Estate Income
Vince Adams was a high school dropout and a Navy veteran who, with the maturity of service during World War II, realized the value of a college education and enrolled at The Citadel in 1946. More on A Current Gift From Real Estate Income >>.
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The Win-Win-Win Gift Scenario
A good education, a successful business career, and a life well lived can combine to contribute meaning and value to multiple parties. Such is the case with Dan McKnight '41. More on The Win-Win-Win Gift Scenario >>.
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Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
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Generous IRA Gift
Ed Goldenberg '54 built a successful business with thoughtful planning and investment. When the time came for him to consider how best to give back to The Citadel, he designed, with the help of The Citadel Foundation staff, a gift plan that will ultimately provide a major gift to the School of Business Administration's Dean's Excellence Fund, an endowed fund providing valuable support for the school's academic programs. More on Generous IRA Gift >>.
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Peace of Mind Gift Annuity
Walter Kunze and his wife, Frances, have alway had a great deal of respect for The Citadel, so when he was invited to consider how to give back, he found an appealing way to provide lasting support for his alma mater. Together, they decided to give a parcel of real estate to The Citadel Foundation in exchange for a life income gift through a Charitable Gift Annuity. More on Peace of Mind Gift Annuity >>.
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Deferred Income - Deferred Gift
In 1994, Fred Whittle started a Deferred Charitable Gift Annuity (DCGA) so that he and his wife, Susan, would have a life income supplement to add to their retirement income. Fred wanted to leave a gift to his alma mater. More on Deferred Income - Deferred Gift >>.
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Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
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The Retirement Unitrust
Brantley Harvey '51 believes the atmosphere at The Citadel set him on a course to succeed. At The Citadel he learned self-discipline, time management and how to prioritize, three skills that were keys to his successful law career. More on The Retirement Unitrust >>.
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Part Gift and Part Sale
Rudolph C. (Rudy) Barnes, Jr. '64 and his wife Jeanette have long been dependable annual donors to The Citadel. But when they decided to sell a house they jointly owned it occurred to them that they had an opportunity to make the larger gift they had long discussed, and establish a program dear to Rudy's heart. More on Part Gift and Part Sale >>.
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A Multi-Pronged Gift Strategy
Age, experience, and hindsight have given Frank Glenn, '73, a greater appreciation for the impact The Citadel has had on his life. More on A Multi-Pronged Gift Strategy >>.
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How One Gift Begat Another
In 1996 Harry Dawley '55 was introduced to a way that he could match his interest in making long term commitments to The Citadel with his personal retirement and estate planning. The option he chose was to fund his first Charitable Gift Annuity (CGA). More on How One Gift Begat Another >>.
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Remembering a Loved One
Connie Logan had not yet met her future husband Lamar Logan '63 when he attended The Citadel, but she came to know his alma mater during the course of their marriage, through both his reminiscences and visits to campus with him. When Lamar passed away Connie knew immediately that she would make some gift to The Citadel in his memory. More on Remembering a Loved One >>.
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Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.
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* These donor stories are for illustrative purposes. Each story is based on an actual gift case or a combination of cases. The pictures and names may be representative of the actual donors who were involved or derived from a combination of cases.
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