Dave and I decided to give one gift this year, rather than several smaller ones, and maximize the impact. We felt that a gift to child care would be one that provided an immediate impact in an area of critical importance.
Nancy Borghesi (’69 BA L&S), married to David (’70 BBA)
Under Age 60
At this stage in life, some of the financial issues you may find yourself dealing with are:
Accumulating and preserving wealth
Managing debt
Prudent asset management
Discretionary savings programs
Long-range planning for retirement and emergencies
Diversifying investments and establishing a growth strategy
Creating a simple will and estate plan — providing for heirs and bequests to charity
Increasing income; increasing debt
For the charitably inclined, certain types of gifts can provide solutions to taxing problems.
