Young Investors Give Back to UD
Jodi Stricker is a small-business owner, an adjunct professor at the University of Dubuque and a success story. Her early education was a struggle, but she found the hope and opportunity to succeed at UD.
Jodi was the first person in her family to go to college, and her family didn't have the experience to support her through school. She found that support at UD.
"You can feel it as soon as you step on campus. It is a family. It's obvious they care about you. They want you to do well," she says.
Jodi was one of the first to complete UD's consolidated degree program, graduating with her master's and undergraduate degrees in 2003.
Now, she's passionate about making sure UD has what it needs to provide for other students. She and her husband, Tom, a wealth advisor, have included UD in their estate. She knows firsthand how their donation will help students.
"We make annual investments in student scholarships and realize the importance to pay it forward for other UD students to have the same opportunity that I did. Making the important decision to include the University in our estate is a continued belief in the Mission. It's a legacy that will keep going after we're gone," she says.
Jodi and Tom are in their late 30s, and she says it's not at all too soon to make these considerations for the future. The representatives at UD's Advancement Office are willing to help navigate the process.
"The process is initially intimidating, but once you get going, you realize how easy it is," she says.
Never Too Early to Plan for the Future
Investing in UD has a direct impact on students. You could help write the next success story. Contact Advancement Office at 800-483-2586 or firstname.lastname@example.org to learn about your giving options.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.