The joy of giving to benefit others is a wonderful pleasure that everyone should experience. And often, when many individuals reach a certain point in their lives, they begin to think about what to do with a lifetime of accumulated assets.
Gift and estate planning can seem like a challenge to many. But with wise counsel from knowledgeable experts in the field, the task of deciding how best to use one’s assets can become an enjoyable exercise of good stewardship.
The University of Kentucky Office of Gift and Estate Planning is staffed by friendly gift officers who represent a broad spectrum of financial, legal, tax and gift planning expertise. Each one has helped many individuals discover what undreamed–of good they could do through careful charitable gift planning, while at the same time potentially benefiting the donor and the donor’s family through available tax advantages.
D. Michael Richey ’73 ’79, Vice President for Development, notes, “Each of our planned giving officers brings a wealth of experience and know-how to the table in gift and estate planning. Ford Stanley ’91 has been assisting University of Kentucky alumni and friends in skillful gift planning for many years. And Mike Sopko and Tom Barker ’03 have been added to our staff because of their extensive backgrounds in financial and retirement planning, and legal and tax matters.”
Richey adds, “All three of these gentlemen are available to assist UK alumni and friends without cost or obligation in fulfilling their donative desires at the University of Kentucky.”
To request assistance from the UK gift and estate planning staff, call 800–875–6272 or 859–257–7886, or email firstname.lastname@example.org. Help is just a phone call or email away.