Review/Update Winter 2013 - Lake Forest Academy

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• • •Merrill Ferguson says he had “no idea what to expect” whenhe entered the Academy as a freshman in 1968. LFA was astrange atmosphere. He knew no one; he missed home. Butbefore long, the Academy became a familiar and comfortingplace to Merrill. He made friends. He found his way around.He enjoyed the challenges of the classroom and the thrill ofacademic discovery.“One of the things I learned from my LFA experience wasan appreciation for an academic outlook,” says Merrill.“Knowledge for its own sake was a good thing; it didn’t haveto be useful or practical in some obvious way. It was an end,a good thing, all by itself.”Gift MakesGood Senseby Ruth KeysoOne of the most thoughtful ways to demonstrate support for anorganization is through a planned gift. Donors who name theAcademy in their estate plans send a powerful message abouttheir belief in the institution and their desire to see it thrive.Longtime donors and planned giving supporters ShaunaBarry-Ferguson and Merrill Ferguson ’72, P’10 say their decisionto provide for the Academy in their estate plans makesgood sense. After all, they’ve supported the school loyallythroughout their lifetime. Why not continue that support afterthey’re gone?“If you believe in something and it made a difference in yourlife, if it helped you, then turn around and help [that organization],”Shauna says. To the Fergusons, there is no greaterexpression of thanks and gratitude.(above) Shauna and Merrill Ferguson ’72, P’10Merrill stayed close to the Academy in the years after graduation,eventually serving on the board of trustees and, today,as life trustee. In 2006, when their daughter Emily’10entered LFA as a freshman, Merrill and Shauna’s bond withthe school deepened. They watched Emily thrive in the smallclassroom environment, and participate to the fullest in theacademic and artistic world that surrounded her.“The school was an ideal fit for someone of her intellect andwit,” says Shauna. “She challenged herself at a young ageand blossomed in so many ways.”The Fergusons believe in the Academy and its mission toeducate and inspire young people to be good scholars andcitizens of the world around them. Their leadership supportof the annual fund, their generous campaign gifts, and theirdecision to include the Academy in their estate arrangementssupport this sentiment. Modest and matter-of-fact abouttheir personal giving, the Fergusons recognize the positiveinfluence the Academy had in Merrill’s life—the friends hemade, the bonds he formed, the teachers he encountered—and want to perpetuate this legacy for today’s students.“It just makes sense to do our part to ensure this happens forgenerations to come,” says Merrill.The Fergusons have not designated their planned gift; rather,they entrust the Academy to use their investment in the area“Planned giving is the easiest way to make a contribution to the school: You have your assets duringyour lifetime, and then the Academy is remembered when you no longer need them. To me, makinga planned gift to LFA is the right thing to do as it helps ensure the long-term future of the school.The Academy has had great success over the past 15 years with increased annual fund and generouscapital campaign contributions. The challenge now is building the endowment. An investmenttoday—through a planned gift arrangement—is protecting LFA for future generations.”—Life trustee Karl Gedge ’69, P’01, Charleston, SCAnnual fund, planned giving, and campaign supporter6 Update February 2013
of greatest need. Just looking around the new and expandedcampus today gives them confidence that the school will puttheir gift to good use.“When you give a dollar to LFA, you see results—a dorm beingbuilt, a science center going up, new paint and windowson the buildings,” says Shauna. “You see exactly where yourmoney is going and what the students are getting out of thatexperience; it’s nice to know that your dollars are being used[wisely].”Another source of comfort to the Fergusons comes fromknowing that their heirs understand their gifting decisions.“The people you leave behind know your intentions; theydon’t have to worry about what they should or shouldn’t doabout your [resources],” says Merrill. “I’ve always thoughtwhat a gift that was to people, that there was such thoughtfulness[in advance].” nHow to Make a Planned GiftIt’s easy to make a planned gift to LFA.Bequests: Gifts that cost you nothing during your lifetimeFederal estate taxes can take more than 35% of an estate;consider a charitable bequest for long-term tax savings. Bequests can be fora specific amount or a percentage of your estate. Simply list the Academyin your will.Life-income gifts: Gifts that provide you with an income stream duringyour lifetimeVehicles such as charitable remainder trusts allow you to transfer cash orstock to a trust and to receive an income stream during your lifetime, withthe remainder of the trust principal transferred to Lake Forest Academy uponyour death.Beneficiary designations: Consider naming the Academy a beneficiaryof a paid-up life insurance policy or retirement plan assets.Please consult with your personal tax and financial advisors to determine themost appropriate way to make a planned gift to the Academy.http://lfanet.giftplans.org/ • (847) 615-3268 • rkeyso@lfanet.orgrichards & tremain societyThank you to the following donors who have made arrangementsto include LFA in their estate plans. Your commitment and generositytoward the Academy is so greatly appreciated.Anonymous (10)Mr. Bruce W. Anderson ’70Mr. Stanley D. Anderson Jr. ’47Mr. William L. Barr Jr. ’66Ms. Shauna A. Barry-FergusonMrs. Carolyn Morency Bauer ’72Mr. Mark A. Bauer ’71Dr. James R. Bird Jr.Mr. Richard H. BlondMs. Anne E. Bloomberg ’59Mr. Michael A. Boe ’66Mr. Claude W. Brenner ’44Dr. Richard E. Buckingham Jr. ’60Ms. Muriel A. Burnet ’40Ms. Beth White Carona ’86Mrs. Jan CowartMr. Jim C. Cowart ’69Mr. Bryan C. CresseyMrs. Christy CresseyMs. Judy DatesmanMr. James W. Downs ’45Mr. Christian P. Dozois ’84Mrs. Laura DozoisMr. Robert W. Drake ’87Mr. Merrill J. Ferguson ’72Mrs. Laurie FriedemanMr. William B. Friedeman ’65Ms. Ellen W. Gallagher ’73Mr. James L. Garard III ’74Mrs. Linda Parker Garard ’73Mr. Karl R. Gedge ’69Mr. Charles D. Gelatt ’35Mr. Paul O. Germann Jr.Mrs. Jeannine GiesenMr. Richard A. GiesenMr. Harry F. Giles ’62Mr. Timothy L. Graham ’69Mrs. Sarah Proudfoot Gries ’63Mr. Peter V. Hall ’53Mr. Thomas B. Herrlinger ’65Mr. Hiram T. Hiller ’75Mrs. Mary Ann B. HodgkinsMr. Thomas D. Hodgkins ’53Ms. Cynthia A. Hoffman ’75Ms. Kristin L. Hughes ’85Mr. A. John Huss Jr. ’58Mr. Douglas C. James ’58Mr. Allan M. Kaplan ’72Mrs. Loretta Kalnow Kaplan ’73Mr. Jeff Keller ’87Mrs. Molly KellerMs. Ruth KeysoMr. Albert O. Louer ’63Mrs. Tessa LouerMrs. Susan P. Lovejoy ’64Mr. David O. MacKenzie ’50Mrs. Gail F. ManzMr. James G. Manz ’50Mr. John Marlatt ’65Mr. James B. McCarthy ’69Mr. Michael S. McCarthy ’71Mr. K. Scott Meloun ’77Mr. John MurphyMrs. Margaret Iten Murphy ’56The estate of Mr. Reginald M.Norris Jr. ’55 ++Mr. Edwin H. Novascone ’50Mr. Rodger A. Owen ’68Mr. George A. Poole Jr. ’49Mrs. Nancy RacineMr. William R. Racine ’62Mr. William C. Reuling ’57 ++Mr. Charles S. Roberts Jr. ’65Ms. Mary A. Sanford ’51Mr. Amish S. Shah ’92Ms. Rita Shapiro ’64Mrs. Beth A. Petit Shaw ’75Mrs. Jill SilvestriMr. Lyle C. Sitterly Jr. ’65Mrs. Nancy How Speer ’59Mr. Michael D. Springer ’71Mrs. Dianne StuartMr. James M. Stuart ’59Mr. George M. Sus ’35Hon. Nicholas D. Taubert ’61Mrs. Laurie Taylor-Curby ’70Mr. Tod Turle ’52Mr. Hamilton B. Tuttrup ’75Mr. E. Scott Vaile ’51Mr. Paul A. Vercoe ’73Mr. Christopher P. Vernon ’79Mr. William F. Vernon Jr. ’50Dr. Nicholas C. Wetzel ’38Mr. John B. Winsor ’54“I entered LFA following my brother’s graduation in 1959. Little did I realize how much I’d beinfluenced by those years. I cannot say enough about the classroom lessons taught by LFA legendsJonathan Fremd, Edward Arpee, Sidney Ainsworth, and Ernest Barry. And what a great experienceit was to be in McIntosh Cottage under the watchful eyes of Richard Carbray and Dennis Bauman.Equally memorable were the lessons learned on the athletic fields. Coaches Carbray and Colemanwere wonderful teachers of soccer and hockey; they were also great mentors and motivators. I hopeour annual fund and planned gifts to LFA will help today’s students benefit from the total LFAexperience and have the same memorable opportunities I enjoyed 50 years ago.”—Bill ’62 and Nancy Racine, Lakeside, MIAnnual fund and planned giving supporters++indicates deceasedwww.lfanet.org7
Page 1 and 2: The Magazine of Lake Forest Academy
Page 3 and 4: The Magazine of Lake Forest Academy
Page 5 and 6: I am happy to report on such a heal
Page 7 and 8: Faculty and StaffAppreciation Event
Page 9 and 10: Reyes Holdings CFO Dan Doheny; trus
Page 11 and 12: Women’s Issues Examined,Yesterday
Page 13 and 14: Jane Strudwick ’13, Honorable Men
Page 15 and 16: Updatefebruary 2013Endowment and Pl
Page 17 and 18: Endowment and Planned GivingOne of
Page 19: The Schells have watched the Academ
Page 23 and 24: “ ”“The Beat class is such a
Page 25 and 26: $30 MillionGoal for LFA endowment b
Page 27 and 28: Back on the IceDoctors didn’t exp
Page 29 and 30: If anyone can speak to the dramatic
Page 31 and 32: Dija describes how difficult it was
Page 33 and 34: Scholarships and Financial Aid Make
Page 35 and 36: class notes1965Retired banker and L
Page 37 and 38: in memoriam1932Alice Nielsen Hobbs
Page 39 and 40: BIGHomecoming&Reunion 2013Calling A

Review/Update Winter 2013 - Lake Forest Academy

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