‘Home’ Is Where the Heart Is

Tom and Sonnie SpringTom and Sonnie Spring gathered with recipients of the Thomas and Sandra Spring Scholarship last fall for the College of Agricultural Sciences’ Scholarships and Awards Banquet.
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Taking Care of Your Financial Future

Dennis '76 and Gail '77 JackmanWith an eye toward the future and a desire to honor their past, Dennis and Gail Jackman have created a fund that will boost Penn State's liberal arts programs and provide them with payments for life.
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Penn Staters 'Paying It Forward'

Gary and Joanne BudgeOver the past thirty years, Gary and Joanne Budge have lived their lives with a spirit of generosity, giving their time and treasure to benefit Penn State.
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Grateful Alumnus Makes a 'Deeply Satisfying' Gift

Sheldon ChaikenIt was as a Penn State undergraduate that Sheldon Chaiken first acquired the passion for excellence that later defined his career. And this passion led him back to his alma mater to make a gift of gratitude.
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Alumnus Creates Endowed Professorship Through Gift Planning

Dr. Larry Beuchat Dr. Larry Beuchat's fond memories of his time at Penn State moved him to make a long-term gift to recognize the Penn State faculty who inspired him and to encourage a new generation of researchers.
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A Global Perspective

Bill LaneBill Lane's ongoing commitment to global internships is an investment in Penn State students' long-term success. Bill Lane '75 Bus, '79 Cap spends his days lobbying Congress to promote free trade and global development for U.S. companies. A thirty-seven-year employee of Caterpillar, he has spent the last fifteen years as director of the company's Washington, D.C., office.
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Leaving Something Behind

Vytas PazemenasWhen Vytas Pazemenas first came to Penn State as a freshman in 1957, he hoped that a college degree would be a path to a better life in the United States. By the time he returned in 2008, he had parlayed his degree in electrical engineering into an impressive career capped by the founding of his own successful firm.
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A Generous Life and an Enduring Legacy: Reed Riker's Lifetime of Giving Supports Penn State Students

Reed RikerAlthough Reed Riker '32 Eng lived to the age of 101, his legacy at Penn State will live on much longer. Throughout his lifetime, the chemical engineering graduate, who passed away on August 11, 2012, established eleven gift annuities with the University.
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A Generous Gift of Real Estate Makes a Real Difference for PSU Students

Richard RobinsonWhen Richard Robinson acquired his aunt's million-dollar home and fifty-acre farm after her death, he and his cousins decided to honor their aunt's philanthropic spirit and give the land to Penn State. They would give the real estate to establish a permanent home for Penn State in the Wilkes-Barre region.
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TV Giant Pays It Forward With Endowed Scholarships

Don BellisarioTelevision hit-maker Don Bellisario is grateful for the support he received at Penn State and hopes to create similar opportunities for future students. Bellisario knows how to tell a good story. As the creator of hit series like "Magnum, P.I." and "JAG," Don has been winning over television audiences for thirty years.
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Major Estate Gift from Dan and Agnes Mazur Benefits Pennsylvania Adult Learners

Agnes and Dan MazurDan and Agnes Mazur's ties to Penn State run deeper than diplomas. The alumni are dedicated supporters, and their children are all currently attending Penn State. But the couple recently decided to take their involvement to another level through a gift in their estate plans.
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Supporting the Faculty, Shaping the Future

Peter '68 and Angela Dal PezzoThrough their gift of an endowed head chair, Peter '68 and Angela Dal Pezzo are making sure that future engineering students will be able to benefit from a world-class education at Penn State.
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Trusting in the Future

Eleanor and Paul ChaddertonPaul and Eleanor Chaddertons's charitable lead trust has created significant opportunities for current and future students at Penn State Shenango.
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Alumnus Remembered Mother with Scholarship for Students Who Have Lost a Parent

Stephen S. ShowersWhen children lose their mother or father, they can lose the chance to pursue their educational dreams, too. Alumnus Stephen S. Showers, who died in February 2011, knew firsthand how hard it can be for these students to afford a college degree, and his estate has provided $250,000 for a University-wide scholarship that will assist families facing the emotional and financial consequences of a parent's death.
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Helping the Performing Arts Through a Charitable Gift Annuity

Lynn Donald BreonPenn State alumnus and former employee, Lynn Donald Breon, is no stranger to Penn State. Having a particular fondness for the performing arts, Don chose to give through a charitable gift annuity, which, in addition to providing unrestricted support in the future for the University's Center for the Performing Arts, offers Don advantages of his own.
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Creating Internships Through a Real Estate–Funded Trust

Joe DefilippiWhether he's working with steel or students, Joe Defilippi knows how to take great raw material and transform it into something extraordinary. As the director of product development for U.S. Steel, he recruited top undergraduates from Penn State New Kensington and other educational institutions for internships, and many have gone on to successful careers with the company.
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Special Rewards Come From Gifts

Allen '65 and Judith WeltmannSelf-proclaimed Penn State "fanatics," Allen '65 and Judith Weltmann simply need to drive toward University Park to feel excitement run through their veins. Penn State is Allen's alma mater, but Judi has also adopted the beloved University as her second home. Their loyalty has led them to become dedicated supporters—and they love watching their gifts come to life.
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Love for Penn State and Philanthropy Grow Hand in Hand

Betty and Roger '48 TobiasWhen Betty Tobias married her husband, Roger, she gained more than a loving spouse—she formed a lifelong connection with his alma mater. "He was your typical Penn State alum," Betty says of her husband, a 1948 graduate of Penn State, who attended two years at the Schuylkill campus, spent two years in the Army, then finished at University Park. "He was...
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It's a "Win-Win"

Raven ’66 and Marv Rudnitsky ’64Giving back to Penn State is a win-win for Raven '66 and Marv Rudnitsky '64. Both have a motto they share: "Give until it feels good." That's why they decided to set up a scholarship fund with Penn State, their alma mater. Learn more about how this couple makes a difference at Penn State.
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Even Those of "Little Means" Can Give Back

John LytleJohn Lytle, '58, doesn't consider himself "a man of means." So it was a significant decision for the retired Air Force colonel to make a $50,000 gift annuity to Penn State. Yet what John has received in return is an immeasurable sense of satisfaction when giving back to others. John explains, "I can tell you it feels wonderful to give money away to a worthy institution like Penn State...
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A Lifetime of Learning, A Legacy of Giving

Barrie '78 and Barb PeaseFor Barrie Pease, '78, many of the varied occupations and successful endeavors throughout his life have been based on one common connection: the education and experiences he gained while at Penn State Berks. Barrie, a member of the first graduating class in the Law Enforcement and Community Justice Program through Penn State Berks, recalls, "The education I received at Penn State was...
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Biochemist Enjoys Opportunity to Support Penn State Researchers

Sarah KalserAs a biochemist who spent 25 years of her 40-year career working in research administration, Sarah Kalser ('51 AGR) knows the value of funding to a scientist. When she made her estate plans in the late 1980s, she decided that $100,000 from her retirement funds would ultimately support researchers in Penn State's College of Agricultural Sciences through the...
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Goals for Giving

"Penn State has always been dear to our hearts," says Joyce '50 SCI and Charlie '51 LIB Mathues. "We met at Penn State, spent many happy years there, and have enjoyed our return visits to the campus."
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Wawrynovic Leaves Meaningful Legacy to Penn State

Frank WawrynovicFrank Wawrynovic lived an incredible life filled with many challenges, hardships, uncertainties, and pain, as well as love, friendship, and generosity. He was a humble man who never questioned the obstacles he encountered along his life journey, but looked at each crossroad as an accomplishment and experience. Born in 1917 in Osceola Mills, Pennsylvania, Frank started out his career with...
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A charitable bequest is one or two sentences in your will or living trust that leave to Pennsylvania State University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to Pennsylvania State University [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Penn State or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Penn State as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Penn State as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Penn State where you agree to make a gift to Penn State and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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