Give a Gift Create a Legacy
The Maurice F. "Moose" Dunne Legacy Circle
First, thank you for considering a gift to the Lake Forest Graduate School of Management. We appreciate your interest in supporting our mission and becoming part of a generous and forward-thinking group of friends that have included LFGSM in their estate plans. Donors can help shape the future of the school that was so important to them during their lifetimes.
Plan Now to Make a Lasting Difference
Despite this time of economic uncertainty, the spirit of philanthropy is strong in our community. If you are worried about giving up assets to support LFGSM, you will be glad to hear that you can help the School without jeopardizing your financial security. One easy way to do that is to include LFGSM in your will or living trust.
Announcing the Maurice F. “Moose” Dunne Legacy Circle
Created for Those Who Make Legacy Gifts to LFGSM
LFGSM is pleased to announce the Maurice F. “Moose” Dunne Legacy Circle. Named in honor of Mr. Dunne, the school’s first president who served in a leadership capacity for 45 years, from 1946 to 1991, the Dunne Circle honors friends of LFGSM who make planned or deferred gifts.
Naming LFGSM in your will or trust, or otherwise including LFGSM in your estate plan automatically makes you part of this prestigious philanthropic group. Details of your gift will be held in the strictest confidence, and it is your decision whether you wish to be recognized by the society or remain anonymous. In appreciation for your generosity, you will be offered recognitions benefits including:
- Listing on the LFGSM Donor Honor Roll, which is available:
- On all three LFGSM campuses
- On the LFGSM Web site
- In the Lake Effects newsletter
- An invitation to the annual Circle Breakfast held each fall
- A permanent plaque displayed at LFGSM headquarters
The Advantages of Planned Giving
While some donors make outright gifts, such as cash, checks or securities, others want to hold onto their money and other assets for now, just to be sure they can meet their family’s future financial needs. If that appeals to you, you’ll be pleased to know you can choose from a number of options known as planned gifts.
Planned gifts can be revocable—a charitable bequest in your will, for example—giving you the flexibility to change your mind at any time. Or, they can be irrevocable—just as outright gifts are—allowing you to benefit from an immediate tax deduction.
The attraction of irrevocable planned gifts is that they are deferred. You designate an asset as a gift today, but the actual gift to LFGSM is postponed—often until after your lifetime (and that of a surviving beneficiary, if you wish). Until that time, depending on your gift, you can receive income from the asset.
The key features of planned gifts are that they provide important benefits to you, the donor, as well as to Lake Forest Graduate School of Management. Click here to download more information.
It’s Easy to Make a Huge Impact
Please consider a planned gift by naming LFGSM in your will and estate plans. A bequest of a specific amount or a percentage of the residue of your estate allows you the flexibility of supporting our mission while ensuring the care of your loved ones.
Circumstances evolve over time, and your will should too. With a bequest, you do not actually make a gift during your lifetime. You can alter your plans, eliminating the worry of making commitments you later regret.
For more information call Jill Mesirow, Senior Manager of Major & Planned Gifts, at 847.574.5243 or jmesirow@lfgsm.edu.