Glossary

Current Giving

Jerauld Adams ’93

A Comprehensive Experience
Clarkson Fund
October 2009.

Dave ’75 & Sally Hopkins

A Teamwork Approach to Family Philanthropy
June 2015

Cindy & Chuck ’78 Barker

Hands-On Education
Endowment for SPEED
April 2017

Michael ’78 & Janet Jesanis

A Stake in the Future Outright Giving Fall 2008

Bart Blaner ’83

Matching Gift Accelerates
Scholarship Endowment
May 2012

Maggie Lander ’06 & Ryan Joy ’06

Employer Match
Alumni Gateway
October 2011

Bart Blaner ’83

Achieving His Goal at Clarkson
Endowment
October 2014

Rosemary MacDonald ’81

Creating a Legacy
Endowment
October 2011

Neil ’64 & Karen Bonke

Entrepreneurship & Innovation
Outright Giving
Spring 2009
.

Gus ’82 & Magda Mininberg

Recipe for Success
Endowment
February 2012

John ’68 & Pamela Brilbeck

Lead by Example
Outright Giving
Winter 2009
.

Stephen Oakes ’04

Clarkson Experience
Endowment
Spring 2008

Joann & Sam ’62 Castronovo

A Gift in Honor of His 50th Reunion
Outright Endowment
Fall 2016

Tim & Sheila Pettee P’11

Great Story at Clarkson Outright/Volunteer
Winter 2009

Siren ’96 & Jennifer Chudgar

A Foundation for the Future
Endowment
January 2011

Sue & David ’62 Reh

Entrepreneurial Leadership Professorship
Endowment
Summer 2014

Siren ’96 & Jennifer Chudgar

Creating a Legacy at Clarkson
Spring 2016

Francis “Sonny” ’63 & Mona Sage

Quality Drives Support Scholarship Endowment
Spring 2013

Roger ’68 & Judy Dilmore

Their Family and the Class of ’68
Outright Endowment
April 2017

Gayle & Tom ’70 Sette

Quiet Philanthropy
Outright Giving/Bequest
January 2012

Judy & Roger ’68 Dilmore

Support of Academic Excellence
Endowment
Summer 2012

Dave ’67 & Judy Walsh

A Catalyst for Clarkson Outright Giving
Summer 2012

Joel ’57 & Lynda Goldschein

Business Innovation
Outright Giving
Summer 2011

Bob Wright ’47

A Lifetime of Giving
Outright Giving
October 2012

Jon Harrington ’77

Academic Excellence
Life Insurance/Volunteer
Summer 2011
.

Dave Heacock ’83

Building on the Experience
Endowment
Spring 2014
.

Estate Planning & Estate Gifts

Helen Snell Cheel

A Devoted Humanitarian
Bequest.

Keith Klafehn ’61

Endowment will Honor Spouse Life Insurance/Gift Annuity June 2011

Bob Donaldson ’51

Formula for Success
Bequest/Gift Annuity
March 2013.

John McWharf ’61

Gift to Honor Parents
Bequest
May 2010

Joy & Richard ’55 Dorf

An Entrepreneurial Approach
Bequest
Summer 2007
.

Don Napier ’84

A Tale of Two Gifts
Bequest
Spring 2013

Susan Duffy ’81

A Gift in Honor of Her 35th Reunion
Life Insurance
Fall 2016

Connie & Ernie ’42 Richmond

Where There’s a Will. . .
Bequest
Winter 2008

Suzanne & Bruce Hoffman

Making an Impact at Clarkson

Frank Rotunno ’56

“Can Do” Philanthropy
Retirement Plan

Bill ’61 & Elaine Hurd

Why and How We Give
Retirement Plan

Marcia & Mark ’72 Siewert

My Belief in Clarkson
Bequest/Lead Trust
Fall 2008

Bill ’01 & Lisa ’03 Jeffers

Creating Peace of Mind.

Susan & Mark ’62 Spivack

Finding the Right Fit
Bequest

Roger ’56 & Janice Johnson

It Takes Courage To Plan
Bequest
Spring 2003

Roberta & John ’73 Wasenko

Foundation for Success
Bequest
Summer 2006

Gift-with-Income Plans

Tom Basso ’74 & Brenda Russell-Basso

Investing in Education
Trust/Bequest/Outright
Spring 2009.

Robert ’55 & Alma Lyng

Developing Potential
Charitable Gift Annuity
Fall 2005

Tom Bass ’74 & Brenda Russell-Basso

Top 10 Questions
Charitable Trusts
Fall 2013

Nancy ’86 & Ivan Mailhot

A Family Affair
Gift Annuity for Parent
April 2012

Edie & Frank ’42 Campbell

Honor a Clarkson Education
Charitable Gift Annuity
Fall 2006

Don ’54 & Alyce Milks

Team Philanthropy
Charitable Gift Annuity
Spring 2014

Joann & Sam ’62 Castronovo

50 Years of Clarkson
Charitable Gift Annuity
November 2011

Al Poskanzer ’69, ’71, ’74 & Linda May-Poskanzer

Living the Dream
Charitable Gift Annuity
Spring 2014

Gerald ’59 & Barbara Claffie

Support in Tough Times
Charitable Gift Annuity
October 2009

Loraine & Curtis ’38 Reed

Financial & Philanthropic Planning
Charitable Gift Annuity
Spring 2002

Doug ’71 & Jane Collette

Now is the Time
“Flip” Charitable Trust
February 2009

Tom Sherby ’56 & Greta Hansen

Faculty Chair
Charitable Trust
Fall 1999

Joan & Lou ’54 Dindo

Our Gift to the Next Generation
Charitable Gift Annuities
October 2011

Dave Rossi ’62

Ensuring the Experience
Charitable Gift Annuity
July 2012

Joan & Lou ’54 Dindo

Top 10 Questions
Gift Annuities
Fall 2013

Carl Terry ’70, ’73

A Mastery of Philanthropy
Deferred Gift Annuity
October 2014

Beth & Peter ’68 Hallock

Giving Back & Planning Ahead
Fall 2015

Jim ’63 & Cathy Tilling

Paying It Forward
Term Charitable Trust
April 2012

Edwin ’52 & Nori Hawxhurst

A Profile in Philanthropy
Charitable Gift Annuity
Spring 2004

Wilbur ’42 & Dorothy Wright

Clarkson Shapes “Good People”
Charitable Gift Annuity
Fall 2005

Milly & Robert ’48 Hill

What is Gift Planning?
Charitable Gift Annuities
Fall 2007

Partnerships

Nancy & Michael Griffin MS ’00

Joseph G. Nestich Scholarship
September 2017

Tina & Peter ’63 Radding

Honoring the Memory of a Loved One
Winter 2017

Susan & Jim ’79 Witkowski

Learn, Earn and Return
Spring 2016

Bill ’70 & Sandi Shusda

An Equal Partnership
Spring 2015

Joy & Richard ’55 Dorf

Transformational Gifts
Fall 2015

Shirley & Irc ’62 Crane

His & Hers Scholarships
Spring 2014

Articles, Videos and Webinars

The Basics of Life

webinar
Daniel Dellasala P’05
May 17, 2017

The 529 College Savings Plan

webinar
Kristia A. Adrian
February 15, 2017

Buying Your First Home Sweet Home

webinar
Hillary Vaillancourt
February 17, 2016

Retirement GPS – Keeping Your Dreams on Course

webinar
Michael Boudway ’93
October 19, 2016

A Wealth Replacement Strategy Using Your IRA Distributions

article
Michael Schwartz ’59
May 2016

Why Humans Make Bad Investors?

webinar
Doug Walters ’95
November 2015

Reducing Risk in Volatile Markets

webinar
Tom Basso ’74
July 2014

Estate Planning 101

webinar
Mark Baehre ’83
May 14, 2014

Personal Financial Management – What No One Ever Told You

webinar
Scott Bittler ’83
November 19, 2014

Real-Life Budgeting & Debt Management

webinar
Tom Basso ’74
November 2013

Net Worth & Net Wealth

video
Tom Basso ’74
January 2013

Frustrated Investor

webinar
Tom Basso ’74
January 2013


Do You Have a Tax Problem?

article
Bill Hurd ’61
October 2015

Family First

article
Bill Hurd ’61

Is a Trust For You?

article
Bill Hurd ’61 December 2013

Retirement Income for Financial Conservatives

article
Bill Hurd ’61

Take Care of Yourself

article
Bill Hurd ’61

Trust a Trust

article
Bill Hurd ’61
May 2013

Charitable Giving May Be Easier

article
Bill Hurd ’61