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RUTH STORM - Wartburg College

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turn the “setting” of 2012 into a warm and vibrant<br />

wartburg orange. double check these tips as you<br />

plan your end-of-year giving to the college.<br />

• Be sure to review the status of any fall or post- election federal legislation regarding<br />

charitable gifts and estate taxes, including IRA assets and rollover gifts. Double check<br />

with your tax advisor or accountant for any recent changes. Significant 2013 changes<br />

are scheduled to automatically occur unless Congress intervenes.<br />

• Avoid capital gains taxes and preserve cash by donating appreciated stocks directly to<br />

the <strong>College</strong>.<br />

• Explore a Charitable Gift Annuity (CGA). With CD and other rates of return remaining<br />

quite low, a CGA might be a great way to make a special gift to <strong>Wartburg</strong> while<br />

receiving a lifetime income stream back along with a nice year-end charitable<br />

deduction. Low dividend yielding and highly appreciated gifts of securities are assets<br />

often used to fund CGAs. (Additional info below)<br />

• Include in your holiday giving to friends and family members charitable gifts to<br />

<strong>Wartburg</strong> and other organizations that are special to you and them.<br />

• Thank you for your faithful support of <strong>Wartburg</strong>. May you have safe and enjoyable<br />

holiday seasons.<br />

Contact Mark Piel, Director of Gift Planning, for more information:<br />

319-352-8666, 866-219-9115<br />

mark.piel@wartburg.edu<br />

or visit www.wartburg.edu<br />

SAVE tHE<br />

DAtES<br />

2012-13 WARTBURG CONVOCATION SERIES<br />

www.<strong>Wartburg</strong>.edu/Convo<br />

LEADERSHIP INITIATIVE<br />

MARCH 19, 2013, NEUMANN AUDITORIUM, 11:30 A.M.<br />

Happy Johnson, social entrepreneur, humanitarian, author, and founder of<br />

TeamHappy.Org, a nonpro� t organization that provides global relief to disasterstricken<br />

areas and educational resources to prepare a new generation for<br />

innovative leadership and service.<br />

<strong>Wartburg</strong> <strong>College</strong> is dedicated to challenging and nurturing students for lives<br />

of leadership and service as a spirited expression of their faith and learning.<br />

Dec. 9<br />

wartburg community<br />

symphony and<br />

wartburg players<br />

A Christmas Carol<br />

Neumann Auditorium,<br />

3 p.m.<br />

Jan 29<br />

artist series<br />

Ain’t Misbehavin’<br />

Neumann Auditorium,<br />

7:30 p.m.<br />

March 14<br />

artist series<br />

Albert Einstein: The<br />

Practical Bohemian<br />

Neumann Auditorium,<br />

7:30 p.m.<br />

March 19<br />

convocation<br />

Happy Johnson,<br />

social entrepreneur,<br />

humanitarian<br />

Neumann Auditorium,<br />

11:30 a.m.<br />

April 4<br />

artist series<br />

The Duttons<br />

Neumann Auditorium,<br />

7:30 p.m.<br />

April 11<br />

rIce day<br />

Recognition of<br />

student achievement<br />

Campuswide, all day

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