Perspectives on Planning

Dear Alumni and Friends,

Perspectives on Planning Issues

Another fall has arrived, and you may be thinking about year-end giving. Wouldn’t it be great if you could give and receive? You can! That’s how a life-income gift works. You make a gift to Lasell College and receive income for life in addition to tax benefits. You could even turn assets that produce low returns into a source of significant income and avoid capital-gain tax. Our dear friend and Heritage Society Honorary Co-chair Lynn Williamson ’46 often said, “It’s a win-win situation for you and Lasell!” With the sad news of Lynn’s recent passing, we dedicate this issue of Perspectives on Planning to her memory.

As part of Lasell’s ongoing mission to educate, this newsletter looks at several types of life-income gifts. If you are curious to learn more, without any obligation, just return the attached reply card or contact our office. My colleague Terri Houston or I will be happy to assist you. Terri brings a wealth of planned giving experience to Lasell and is a delightful person.

Terri and I are here to help you feel confident that any gift you make to Lasell fulfills your wishes and meets your goals and objectives. We look forward to exploring the possibilities with you.

Happy learning!

Kathy Urner Jones

Katharine Urner-Jones ’83
Senior Advancement Officer
(617) 243-2223

Kathy Urner Jones

Terri Houston
Philanthropic Officer
(617) 243-2165

News Highlight

Lasell Offers Condolences to Family of Alumna Killed in Mississippi  Friday, August 26, 2016Lasell officials have offered condolences to the family of Lasell alumna Sister Paula Merrill ’78 of Holmes County, Mississippi who was found dead in her home, along with Sister Margaret Held, on Thursday morning. Both were members of the Sisters of Charity of Nazareth order.