Don '56, MS '61 and Pat Warner

Don and Pat WarnerDon Warner '56, MS '61 and his wife, Pat, have created two gift annuities. They saved on taxes when they funded the annuities, and now they receive guaranteed income for as long as they live. The Warners used cash to fund their annuities, but appreciated securities also work well for this type of gift. Using low-basis securities for a gift annuity allows you to avoid tax on a significant portion of capital gain.

After the Warners' lifetimes, the amount remaining in their annuities will be added to the Warner Endowed Scholarship Fund, which they established in 2007. Their scholarship supports honors students who also participate in varsity athletics.

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