The Planner

Where there’s a Will, there’s a way … we can help!

We want to be of service to friends, alumni, and parents of students at Malone University! If you need to write a will, trust or just begin the estate planning process, we can provide the tools you need.

Please click on www.malone.edu/planned giving, and on the left sidebar, click on the “Will Planning Wizard”. This will get you started. Or, please call Nancy Wagner at 330.471.8281; or, feel free to email her at nwagner@malone.edu. Read the rest of this entry »

Christmas is only 2 months away – can you believe it? And, you know what that means. Time to get out your list, check it twice … Oh, no, not that list! I mean your “End of the Year Planning Checklist”. December 31st will sneak up on you, and the New Year of 2011 will be here before you finish taking down the tree, picking up the gift wrap, and then wrap up 2010!

With this year’s challenges and accomplishments still fresh in your mind, now is a good time to review and update your estate plans. To help you in this process, we have constructed a checklist of financial estate planning actions for you to Read the rest of this entry »

We know that the educational mission of Malone University, Christ’s Kingdom First, means a lot to you. That is why you support Christian higher education. What are the ways that YOU can make a difference?

• A gift of cash.
• Donate stocks, mutual funds or real estate.
• Contribute personal property, such as artwork, antiques or other collectibles.

You can save lots of money when you travel by skipping pricey hotels and opting for an alternative form of lodging. Here are some options to consider.

Hostels Staying at a hostel is an inexpensive option to consider. While hostels have historically offered shared dormitory and bathroom accommodations with other guests, many hostels today are offering private rooms, swimming pools, free Internet, along with kitchens that guests can use to cook their own food. To search, see hostels.com and hostelworld.com.

Read the rest of this entry »

This is the first planned giving electronic planned giving newsletter to our friends and alumni of Malone University. You will receive 3-4 issues during the calendar year.

We intend for this to be a valuable resource to assist with achieving your gift planning, tax, financial and estate planning goals. If you have comments or questions, please let us know how we’re doing. And, if you’re looking for ways to get the most out of the active senior lifestyle, The Planner e-Newsletter will provide helpful senior Read the rest of this entry »