Annual Report

PLANNED GIFTS

This year a number of alumni and friends of the college made several planned gifts, including charitable gift annuities or charitable remainder unitrusts. Coe also received a number of bequests or trust provisions during the year. By making Coe the beneficiary of these plans, they have provided for the future of Coe students for years to come. Some of these arrangements provide significant tax advantages and/or provide an income for the life of the donor or another beneficiary.

Gifts were received from the following donors or estates in the 2008-2009 fiscal year. We are very grateful for foresight of these generous donors. If you have questions about a planned gift, please contact Kelly Allen, Director of the Heritage Club, at kallen@coe.edu or 319-329-8943.

Gift Annuities & Unitrusts
Anonymous
Ruth Andresen Bickel '41
Robert W. Huston '68 & Tia Huston
Donald W. Nelson '51
DJ Smith '74 & Abbie Peterson Smith '75

Trusts & Bequests
The Robert & Esther Armstrong Charitable Trust
Estate of Jean H. Ashby '43
Estate of Kathryn Baden '42
Estate of Mr. K. Raymond Clark '30
Estate of Irene Cockburn
Estate of Edward F. Kloubec Jr. '48
Estate of Russell '30 F. & Louise Northcott Knapp '32

Estate of Virginia P. Lamkin
Estate of Sarah Marquis '18
Martinek Memorial Trust
May G. Gortner Charitable Trust
Estate of William McCracken '60
Estate of Isabel De Mers Morrison '37
Estate of K. Larry Nelson '72
Irving S. Paley Trust
Estate of Lloyd L. Wells Jr. '40


Sinclair Society ($10,000 or more), H.M. Gage Society ($5,000-$9,999),
Williston Jones Society ($2,500-$4,999), Founders' Legion ($1,851-$2,499),
President's Society ($1,000-$1,850), Old Main Club ($500-$999),
Crimson Club ($250-$499), Anniversary Club ($150-$249).
*Indicates three consecutive years of giving. (d) Indicates donor has since died.

Names of donors deserving recognition may have been omitted.
While we remind you that only gifts received between July 1, 2008 and June 30, 2009 are listed here, we apologize for any oversights and encourage you to call them to our attention.
Please contact the Vice President for Advancement, Coe College, Cedar Rapids, Iowa 52402.


Coe College