Gift Letter Ramona Ehrhardt and Ken Dawkins Stories Jan 2008.Pub
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Class of 1959 50th Reunion For us now, For Carleton later Alan & Ramona "Mona" Ehrhardt, Flaming Mountains near Turpan, Xinjiang province, China, Carleton Alumni Adventures Silk Road trip, Oct. 2007. Before a College staff person called at my home last fall, I already had discussed making a bequest to Carleton with our trust attorney. A bequest is an easy method to contribute without affecting your current investments. I simply asked our trust attorney to formalize the gift by writing a letter to Carleton detailing my plans. The decision to contribute to Carleton was a “no brainer.” Not only did this help me to reconnect with Carleton, but more importantly I also wanted to do my part to ensure that future generations attending Carleton can obtain the same quality education I received there. One of the most significant ways in which I have remained connected We have been fortunate over the years. We know that we owe much to Carleton since graduation so many years ago is via the six Alumni of our good fortune and success, both professional and personal, to Adventures trips we’ve taken. These trips have provided us with a the foundation of skills and relationships laid down at Carleton. unique, in-depth Carleton educational experience. Getting acquainted and reacquainted with fellow Carls and interacting with the very We have happily made a joint 50th Reunion gift from Ken’s IRA. knowledgeable, personable professors who lead these trips make me Carleton has recently changed its 50th Reunion program so that both feel proud to continue to be a part of Carleton. These very impressive classes, ’59 and ’60, are receiving credit for 100 percent of this gift. Carleton faculty members make me wish I could attend Carleton all Ken changed his mind about geology while in the Marine Corps and over again! decided upon a career in the financial world. Abby decided to Ramona "Mona" Wilsie Ehrhardt ’59 pursue her masters degree in social work after our three children all [email protected] were in school. We both work nearly full time, and have accumulated a sizable retirement portfolio. We do not need these retirement monies and are giving the corpus away, upon our deaths, to Carleton and to other causes important to us. We also give the required minimum distribution annually to various charities. We have chosen to give Carleton a gift of IRA assets because our children will not need them and Carleton does! The tax laws give us incentive to distribute IRA assets to charitable institutions tax-free. If we had chosen to leave these monies to our children, federal and state income taxes plus federal and state estate taxes would have consumed much of the IRA, leaving perhaps 30 percent of the principal, at most, to our heirs. We are happy with our decision and hope that some of you from the Classes of ’59 and ’60 can do something similar. A group organized of Carls traveled to Morocco in 2007. While hiking Ken ’59 and Abby Cole ’60 Dawkins through the Todras Gorge in central Morocco we met Mike Barrett, [email protected] Carleton class of 2008! Pictured: Jerry Mattox '62, Gail Parson Zlatnik '62, Mike Barrett '08, Barbara Mitchell Mauk '62, Helen Pingrey Neal '62 and Ramona Wilsie Ehrhardt '59. For more information about ways to make a 50th Reunion Gift, you may contact Lynne Wilmot ’89 or Mike Tompos ’83 in the Carleton Development Office. The toll-free number is: 800 492-2275. .