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Planned Gifts

Established in 2006, The E.H. & M.C. Fisher Legacy Society was founded to honor those who have taken the special step of including Fisher College in their long-term plans through a bequest provision in their will or trust, a life-income gift or other estate-related giving arrangement. The members have helped create awareness for supporting Fisher College through thoughtful gift planning.

Solidifying the future of Fisher can be simple and satisfying - and make a difference in the lives of many students.

BEQUEST

A gift made through a will is a simple and high-impact way to support Fisher College, and can be for a specific amount, a percentage, or a residual portion.

Example: In her will, Lea C. Pearson '42 requested that two shares of her estate - which amounted to a $30,000 gift - be given to Fisher College.

Bequest Sample Language

ASSIGNMENT
Insurance policies and retirement benefits such as pensions and IRA accounts can be assigned by naming Fisher College as the beneficiary.

Example: Joan Rubin Fixler ‘76 named Fisher as the beneficiary of a portion of her IRA, noting, "There are things that stand out when you review your life and my experience at Fisher was defining. I am proud to include Fisher in my long-term plans."

TRUST
A trust allows a donor to use stocks and other assets - and receive current tax benefits - while declaring their commitment to Fisher.

Example: A charitable lead trust valued at $322,000 - the largest gift in Fisher history now administered by the Cape Cod Foundation - was made by Charles A. Wintermeyer, Sr., a former administrator of Fisher College, who served as the director of several Accelerated and Professional Studies sites.

CHARITABLE GIFT ANNUITY
A donor may earn income throughout their life (payable quarterly) based on their age and the amount of the contribution. A minimum contribution of $10,000 is required. Tax advantages include a partial tax exemption on the annuity income and a charitable income tax deduction for a portion of the contribution. Fisher College is proudly partnered with The Cape Cod Foundation to help facilitate with this type of gift.

RESTRICTED ENDOWMENT

A durable gift made with a specific purpose.

If you have already named Fisher in any of these instruments, please let us know and you will be added to the E.H. and M.C. Fisher Legacy Society. Your gift could inspire others to do the same. Anonymity is assured upon request.

This information is intended to be illustrative only. Please consult your attorney or tax advisor.
  
 

The E.H. & M.C. Fisher Legacy Society Members
Cindy Vibber DeBiasi ’83
Scott A. Fisher ’51
Joan Rubin Fixler ’76
June Freemanzon ’52
Isabell Paul ’47

Marion Fritz*
Lea Tacconelli Pearson ’43*
Charles A. Wintermeyer*
*deceased
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