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Tape here Browse for a While; Make the Gift of a Lifetime FATHER

It doesn’t take great wealth to make a Development Office transformational gift; it just takes a little planning. Two Chatham Center, Suite 450 112 Washington Place Yours begins at duq.edu/gift-planning McANULTY NEWSLETTER Pittsburgh, PA 15219 SOCIETY WINTER 2018

A “Couple” of Dukes Celebrating Love for Their Alma Mater

Staff FATHER Spend some time with Richard and Lillian degree in 1987. She is an adjunct faculty “If it was not for Duquesne, I would not (Continued from page 3) Longo and their love for each other—and member in Duquesne’s School of Nursing, have a profession,” Lillian added. “It laid McANULTY’S their alma mater—quickly becomes clear. and has worked in top positions with the foundation for my whole life. We schools, University of Pittsburgh Museum of Art; and assistant director of LEGACY UPMC, Allegheny Health Network and worked hard to get where we are. If it Medical Center (UPMC) flagship hospitals, Giving Services at the Episcopal Church The Longos both earned degrees in Heritage Valley Health System. She is wasn’t for my nursing , I would and the University of Pittsburgh Cancer Foundation. She is a member of the ...and Yours nursing from Duquesne in the mid-1970s, also currently employed as a consultant not be where I am today.”

E Institute and UPMC Cancer Center, as well Pittsburgh Planned Giving Council. where they met and became friends, at Highmark for their Quality Programs in as a major gift fundraiser for Pitt’s School (Continued on Page 2) E The Rev. Henry McAnulty, C.S.Sp., began dating nearly a decade later, both physician practices and hospitals.

STA G of Law. Prior, she practiced law in the T H Phillip M. Blake Duquesne’s ninth president, inherited a and continue to enjoy fulfilling careers I N P O Pittsburgh area with a focus on municipal IF MAILED A gift planning university with few buildings of its own. focused on helping others after recently Lillian said that as an 18-year-old, NECESSARY N O and school law. Lisa holds a bachelor of UNITED STATES officer, Phillip By the time he left office in 1980, the celebrating 32 years of marriage. Duquesne gave her an opportunity. arts degree and a Juris Doctorate from Blake received his campus he had envisioned two decades “Duquesne has always taken the cream , and is a member of bachelor’s degree earlier was taking shape. His spirit lives Richard spent his freshman and of the crop. It still does. In my case, they the Allegheny County Bar Association, the from Pikeville sophomore years near his hometown looked at potential and capability. They Pittsburgh Planned Giving Council and on long after his retirement and passing, College in eastern as our community grows across–and at the University of Scranton before were looking at the total person. They serves on the finance and pastoral councils were looking at me as a leader and Kentucky and beyond–the Bluff. transferring to Duquesne, where he H PA of St. Maria Goretti Parish. came to Duquesne graduated magna cum laude in 1975. He gave me a chance,” she said.

MAIL majored in psychology at Scranton, but University with In the same way, your planned gift today Natalie Taylor a long in the nonprofit arena. often thought about nursing, despite Richard, who is a former member will make a difference for generations Natalie Taylor As the recipient of a college education the fact that there were few men in of Duquesne’s Alumni Board of PITTSBUR G SITY

ADDRESSEE to come. The Father McAnulty Society received her through the generosity of others, Phil the profession at that time. He visited Governors and an ordained recognizes all who have provided for bachelor’s and truly understands the value of gifts to the Duquesne, among other schools, and met permanent deacon in the master’s degrees University. Prior to coming to Duquesne, Duquesne in their estate some professors on a campus visit. Diocese of Pittsburgh, said the REPLY 2827

plans through wills,

UN IVE R from the University of he was responsible for solicitation and Spiritan has had a E South Carolina, and stewardship of numerous outright trusts, beneficiary Retired after more than 30 years in great effect on his life, both L comes to Duquesne and planned gifts, including bequests, designations, and/or executive positions with health care then and now. He believes E WILL BE PAID B Y ES N charitable gift annuities. providers and insurers in six states, strongly in the integrity U University with 15 charitable gift annuities, and charitable remainder trusts. He spends the majority Richard now works as a consultant in of people and respect for STA G years of experience If you have done other human beings. He GIFT PLANNING DU Q PITTSBURGH PA 15219-9933 600 FORBES AVE the Small Business Development Center P O in theT nonprofit arena. Previously, she held of his time meeting with alumni and positions as the director of development friends of Duquesne University to explore so, but have not yet at Duquesne. said his experiences with FIRST-CLASS MAI BUSINESS at the Senator John Heinz History Center; gift options that meet each donor’s needs notified Duquesne, the Spiritans was “life- development 10 , 201 0 officer for planned giving and provide great benefit to the future or would like to Lillian earned her bachelor’s degree from changing.” ork for User Defined (3.5" x 5.5") and out: duqflt.L Y major gifts at The Metropolitan students of Duquesne University. plan a gift, please Duquesne in 1976, and added a master’s F eb r ua y Art w La y contact our office. withdrawal, you were required to report the a relatively large portion of your IRA on an Leave Your Own A “Couple” of Dukes withdrawal as income and were subject to annual basis while it helps to satisfy your We’re Here for You Lasting Legacy Celebrating Love for income tax. With the passage of this law, the RMD requirement. Regardless of the size Yes, You Can! Their Alma Mater withdrawal is not recognized for income tax of your gift, the IRA Charitable Rollover is a To learn more or contact our gift planning team, purposes. This transfer does not generate valuable option to consider in your support of complete and return this form or visit our web When I meet with alumni, like the (Continued from cover) taxable income or a tax deduction so you can the University. Longos, I hear a common thread. still benefit even if you do not itemize. site at duq.edu/gift-planning today. They say how grateful they are to For more information or if you have the University, the Spiritans and Both Richard and Lillian fondly recall their How can you support the questions, please contact: Name ______their professors for their education. experiences at Duquesne, and have decided Mary Frances Dean, Esq. They say that they never could to express their gratitude by making more University? Assistant Vice President for Major/ have accomplished what they have If you have been thinking about establishing transformational opportunities available to Planned Giving and Donor Relations Address ______in their lives without the education an endowed Resource Fund or endowed Find Confidence future generations. [email protected] and foundation that the University Scholarship Fund, this law has created a 412.396.4272 in Changing Times provided. But they also share their new tax-free option that allows you to utilize questions and concerns with me. “We started thinking: what is our legacy?” City ______We know that continuing economic They ask if they can afford to create Richard explained. “In the end, Duquesne The income will provide scholarship support to a legacy. gave us a career. Duquesne gave us life. We a student pursuing a degree in the School of uncertainty influences your financial do not have a large family, so we are leaving Nursing that has demonstrated financial need circumstances and decisions. State, ZIP ______How often have you thought our estate to the School of Nursing.” and has a 3.25 QPA or higher. about doing something to help the Many who consider charitable gift Phone ( ______) ______University but decided that you just “Our assets will go to the endowment, Mary Frances Dean, Esq., assistant vice Meet Our Staff annuities are hesitant to turn over couldn’t afford it? As we retire, we specifically to the School of Nursing,” president, major/planned giving and donor large sums of money, worried about often ponder the question “how much president of the Executive Women’s Council what’s next. is enough?” The unknown prevents Richard said. relations, said, “We could not be more grateful Mary Frances Dean, Esq. E-mail ______of Pittsburgh and the Pittsburgh Planned us from taking that big step to create to Rich and Lil for providing support to the Assistant Vice President, Major/Planned a legacy for the University. But if the Income from this fund will be used at the School of Nursing in their estate plan. Their Giving and Donor Relations Giving Council and member of the National For a limited time, Duquesne Association of Charitable Gift Planners, the Detach, fold and tape before mailing. timing of your gift is at the end of direction of University officers. The endowed generous gift will not only provide scholarships Prior to her position University has reduced the your life, then you have certainty. Association of Fundraising Professionals, the fund will also be used to “ensure and enhance to financially challenged students but also at Duquesne, Mary minimum contribution to You no longer need to know “how the quality of education and facilities of the insure that the School of Nursing is positioned Estate Planning Council of Pittsburgh and establish a charitable gift annuity Detach here Fold here much is enough.” Frances Dean served the Allegheny County Bar Association. School of Nursing, and to promote innovative to be the premier institution in the region to as vice president for to $10,000 for a single life or change in the delivery of nursing education educate nursing students with hands-on access development at the Dean has been published in the University of $20,000 for two lives. Please consider providing a gift in through the creative use of technology, state- to the newest technologies and innovations to o I would like to learn more about your estate plan to the University Baptist Homes Society, Pittsburgh Law Review; American Arbitration of-the-art equipment and patient simulation.” prepare them to be leaders in nursing.” . at your passing. It doesn’t need to vice president for Association Journal; Smart Business—The You can support Duquesne and charitable gift annuities be large to make a difference in a development for the Management Journal for Corporate Growth; enjoy the security of a charitable student’s life. What better way to Greater and Lifelines—Monthly Publication of the gift annuity in these unpredictable o I would like to learn more about thank and honor the University than Chapter of the Alzheimer’s Association and National Association of Insurance and times. to provide for our future students? director of gift planning at The Pittsburgh other ways to give. By including a simple provision in Financial Advisors Pittsburgh Chapter. Foundation. your will, you can ensure that future Contact us today for details and to Dean received her degree generations can also receive a IRA Charitable Rollover request a personalized projection. o I have already made provisions to Before Dean’s career in development, she quality education. from Carnegie Mellon University and her New Option for Giving held legal positions in several of Pittsburgh’s Juris Doctorate from the University of support Duquesne in my estate plans. Sample language to include in your most respected law firms, including Eckert, Pittsburgh School of Law. (Please describe below.) Seamans, Cherin & Mellott, LLC; Reed will can be as simple as “I hereby In December of 2015, the Protecting • The gift cannot exceed $100,000 or bequeath to Duquesne University Smith, LLP; and Sherrard, German & Kelly, of the Holy Spirit, a charitable Americans from Tax Hikes Act of 2015 made $200,000 per couple with separate IRAs; P.C.. The focus of Dean’s legal practice was Lisa J. Sciullo, Esq. Pennsylvania corporation, located in the IRA Charitable Rollover permanent. • It can be an outright gift only (cannot in the areas of estate and trust planning/ Director of Planned Giving Pittsburgh, Pennsylvania, [the sum of This law allows you to make a gift of up to fund a charitable gift annuity or administration and charitable planning. Lisa J. Sciullo is an

$ ] OR [the $100,000 from your IRA directly to charitable trust); accomplished planned following securities/tangible personal the University without being subject to • No goods or services can be given in In addition to her professional work, Dean giving/major gifts property/real estate] OR [ % of income tax. volunteers with several Pittsburgh-area professional with my estate.” exchange. charities. She is a long-time member of St. more than 25 years of Lucy’s Auxiliary to the Blind, an organization For more information tailored to your Who is eligible and what are progressive non-profit Development Office How can this benefit you? that raises funds for the blind and visually and legal expertise. We respect your privacy! situation, please call or contact: the rules: If you are 70½, you are required to take Two Chatham Center, Suite 450 impaired and promotes volunteerism in high Currently, Lisa is the • You must be at least 70½ years of age required minimum distributions (RMD) 112 Washington Place Information collected here will be kept strictly school-aged young women. She served as director of planned Mary Frances Dean, Esq. when the gift is made; from your IRAs. In the past, if you funded Pittsburgh, PA 15219 confidential. It will not be sold, rented, loaned or Assistant Vice President, Major/ St. Lucy Auxiliary’s president in 2011 and as giving at Duquesne University. Her previous a charitable contribution with an IRA Planned Giving and Donor Relations • The transfer must be made directly from chair of the organization’s 2013 Medallion positions include director of planned giving otherwise disclosed, and it will not be used in [email protected] your IRA administrator to the University; Ball. Dean is also a member and past (Continued) for the University of Pittsburgh’s six health ways to which you have not consented. 412.396.4272 (Continued) withdrawal, you were required to report the a relatively large portion of your IRA on an Leave Your Own A “Couple” of Dukes withdrawal as income and were subject to annual basis while it helps to satisfy your We’re Here for You Lasting Legacy Celebrating Love for income tax. With the passage of this law, the RMD requirement. Regardless of the size Yes, You Can! Their Alma Mater withdrawal is not recognized for income tax of your gift, the IRA Charitable Rollover is a To learn more or contact our gift planning team, purposes. This transfer does not generate valuable option to consider in your support of complete and return this form or visit our web When I meet with alumni, like the (Continued from cover) taxable income or a tax deduction so you can the University. Longos, I hear a common thread. still benefit even if you do not itemize. site at duq.edu/gift-planning today. They say how grateful they are to For more information or if you have the University, the Spiritans and Both Richard and Lillian fondly recall their How can you support the questions, please contact: Name ______their professors for their education. experiences at Duquesne, and have decided Mary Frances Dean, Esq. They say that they never could to express their gratitude by making more University? Assistant Vice President for Major/ have accomplished what they have If you have been thinking about establishing transformational opportunities available to Planned Giving and Donor Relations Address ______in their lives without the education an endowed Resource Fund or endowed Find Confidence future generations. [email protected] and foundation that the University Scholarship Fund, this law has created a 412.396.4272 in Changing Times provided. But they also share their new tax-free option that allows you to utilize questions and concerns with me. “We started thinking: what is our legacy?” City ______We know that continuing economic They ask if they can afford to create Richard explained. “In the end, Duquesne The income will provide scholarship support to a legacy. gave us a career. Duquesne gave us life. We a student pursuing a degree in the School of uncertainty influences your financial do not have a large family, so we are leaving Nursing that has demonstrated financial need circumstances and decisions. State, ZIP ______How often have you thought our estate to the School of Nursing.” and has a 3.25 QPA or higher. about doing something to help the Many who consider charitable gift Phone ( ______) ______University but decided that you just “Our assets will go to the endowment, Mary Frances Dean, Esq., assistant vice Meet Our Staff annuities are hesitant to turn over couldn’t afford it? As we retire, we specifically to the School of Nursing,” president, major/planned giving and donor large sums of money, worried about often ponder the question “how much president of the Executive Women’s Council what’s next. is enough?” The unknown prevents Richard said. relations, said, “We could not be more grateful Mary Frances Dean, Esq. E-mail ______of Pittsburgh and the Pittsburgh Planned us from taking that big step to create to Rich and Lil for providing support to the Assistant Vice President, Major/Planned a legacy for the University. But if the Income from this fund will be used at the School of Nursing in their estate plan. Their Giving and Donor Relations Giving Council and member of the National For a limited time, Duquesne Association of Charitable Gift Planners, the Detach, fold and tape before mailing. timing of your gift is at the end of direction of University officers. The endowed generous gift will not only provide scholarships Prior to her position University has reduced the your life, then you have certainty. Association of Fundraising Professionals, the fund will also be used to “ensure and enhance to financially challenged students but also at Duquesne, Mary minimum contribution to You no longer need to know “how the quality of education and facilities of the insure that the School of Nursing is positioned Estate Planning Council of Pittsburgh and establish a charitable gift annuity Detach here Fold here much is enough.” Frances Dean served the Allegheny County Bar Association. School of Nursing, and to promote innovative to be the premier institution in the region to as vice president for to $10,000 for a single life or change in the delivery of nursing education educate nursing students with hands-on access development at the Dean has been published in the University of $20,000 for two lives. Please consider providing a gift in through the creative use of technology, state- to the newest technologies and innovations to o I would like to learn more about your estate plan to the University Baptist Homes Society, Pittsburgh Law Review; American Arbitration of-the-art equipment and patient simulation.” prepare them to be leaders in nursing.” . at your passing. It doesn’t need to vice president for Association Journal; Smart Business—The You can support Duquesne and charitable gift annuities be large to make a difference in a development for the Management Journal for Corporate Growth; enjoy the security of a charitable student’s life. What better way to Greater Pennsylvania and Lifelines—Monthly Publication of the gift annuity in these unpredictable o I would like to learn more about thank and honor the University than Chapter of the Alzheimer’s Association and National Association of Insurance and times. to provide for our future students? director of gift planning at The Pittsburgh other ways to give. By including a simple provision in Financial Advisors Pittsburgh Chapter. Foundation. your will, you can ensure that future Contact us today for details and to Dean received her bachelor of arts degree generations can also receive a IRA Charitable Rollover request a personalized projection. o I have already made provisions to Before Dean’s career in development, she quality education. from Carnegie Mellon University and her New Option for Giving held legal positions in several of Pittsburgh’s Juris Doctorate from the University of support Duquesne in my estate plans. Sample language to include in your most respected law firms, including Eckert, Pittsburgh School of Law. (Please describe below.) Seamans, Cherin & Mellott, LLC; Reed will can be as simple as “I hereby In December of 2015, the Protecting • The gift cannot exceed $100,000 or bequeath to Duquesne University Smith, LLP; and Sherrard, German & Kelly, of the Holy Spirit, a charitable Americans from Tax Hikes Act of 2015 made $200,000 per couple with separate IRAs; P.C.. The focus of Dean’s legal practice was Lisa J. Sciullo, Esq. Pennsylvania corporation, located in the IRA Charitable Rollover permanent. • It can be an outright gift only (cannot in the areas of estate and trust planning/ Director of Planned Giving Pittsburgh, Pennsylvania, [the sum of This law allows you to make a gift of up to fund a charitable gift annuity or administration and charitable planning. Lisa J. Sciullo is an

$ ] OR [the $100,000 from your IRA directly to charitable trust); accomplished planned following securities/tangible personal the University without being subject to • No goods or services can be given in In addition to her professional work, Dean giving/major gifts property/real estate] OR [ % of income tax. volunteers with several Pittsburgh-area professional with my estate.” exchange. charities. She is a long-time member of St. more than 25 years of Lucy’s Auxiliary to the Blind, an organization For more information tailored to your Who is eligible and what are progressive non-profit Development Office How can this benefit you? that raises funds for the blind and visually and legal expertise. We respect your privacy! situation, please call or contact: the rules: If you are 70½, you are required to take Two Chatham Center, Suite 450 impaired and promotes volunteerism in high Currently, Lisa is the • You must be at least 70½ years of age required minimum distributions (RMD) 112 Washington Place Information collected here will be kept strictly school-aged young women. She served as director of planned Mary Frances Dean, Esq. when the gift is made; from your IRAs. In the past, if you funded Pittsburgh, PA 15219 confidential. It will not be sold, rented, loaned or Assistant Vice President, Major/ St. Lucy Auxiliary’s president in 2011 and as giving at Duquesne University. Her previous a charitable contribution with an IRA Planned Giving and Donor Relations • The transfer must be made directly from chair of the organization’s 2013 Medallion positions include director of planned giving otherwise disclosed, and it will not be used in [email protected] your IRA administrator to the University; Ball. Dean is also a member and past (Continued) for the University of Pittsburgh’s six health ways to which you have not consented. 412.396.4272 (Continued) Tape here Browse for a While; Make the Gift of a Lifetime FATHER

It doesn’t take great wealth to make a Development Office transformational gift; it just takes a little planning. Two Chatham Center, Suite 450 112 Washington Place Yours begins at duq.edu/gift-planning McANULTY NEWSLETTER Pittsburgh, PA 15219 SOCIETY WINTER 2018

A “Couple” of Dukes Celebrating Love for Their Alma Mater

Staff FATHER Spend some time with Richard and Lillian degree in 1987. She is an adjunct faculty “If it was not for Duquesne, I would not (Continued from page 3) Longo and their love for each other—and member in Duquesne’s School of Nursing, have a profession,” Lillian added. “It laid McANULTY’S their alma mater—quickly becomes clear. and has worked in top positions with the foundation for my whole life. We science schools, University of Pittsburgh Museum of Art; and assistant director of LEGACY UPMC, Allegheny Health Network and worked hard to get where we are. If it Medical Center (UPMC) flagship hospitals, Giving Services at the Episcopal Church The Longos both earned degrees in Heritage Valley Health System. She is wasn’t for my nursing education, I would and the University of Pittsburgh Cancer Foundation. She is a member of the ...and Yours nursing from Duquesne in the mid-1970s, also currently employed as a consultant not be where I am today.”

E Institute and UPMC Cancer Center, as well Pittsburgh Planned Giving Council. where they met and became friends, at Highmark for their Quality Programs in as a major gift fundraiser for Pitt’s School (Continued on Page 2) E The Rev. Henry McAnulty, C.S.Sp., began dating nearly a decade later, both physician practices and hospitals.

STA G of Law. Prior, she practiced law in the T H Phillip M. Blake Duquesne’s ninth president, inherited a and continue to enjoy fulfilling careers I N P O Pittsburgh area with a focus on municipal IF MAILED A gift planning university with few buildings of its own. focused on helping others after recently Lillian said that as an 18-year-old, NECESSARY N O and school law. Lisa holds a bachelor of UNITED STATES officer, Phillip By the time he left office in 1980, the celebrating 32 years of marriage. Duquesne gave her an opportunity. arts degree and a Juris Doctorate from Blake received his campus he had envisioned two decades “Duquesne has always taken the cream Duquesne University, and is a member of bachelor’s degree earlier was taking shape. His spirit lives Richard spent his freshman and of the crop. It still does. In my case, they the Allegheny County Bar Association, the from Pikeville sophomore years near his hometown looked at potential and capability. They Pittsburgh Planned Giving Council and on long after his retirement and passing, College in eastern as our community grows across–and at the University of Scranton before were looking at the total person. They serves on the finance and pastoral councils were looking at me as a leader and Kentucky and beyond–the Bluff. transferring to Duquesne, where he H PA of St. Maria Goretti Parish. came to Duquesne graduated magna cum laude in 1975. He gave me a chance,” she said.

MAIL majored in psychology at Scranton, but University with In the same way, your planned gift today Natalie Taylor a long history in the nonprofit arena. often thought about nursing, despite Richard, who is a former member will make a difference for generations Natalie Taylor As the recipient of a college education the fact that there were few men in of Duquesne’s Alumni Board of PITTSBUR G SITY

ADDRESSEE to come. The Father McAnulty Society received her through the generosity of others, Phil the profession at that time. He visited Governors and an ordained recognizes all who have provided for bachelor’s and truly understands the value of gifts to the Duquesne, among other schools, and met permanent deacon in the master’s degrees University. Prior to coming to Duquesne, Duquesne in their estate some professors on a campus visit. Diocese of Pittsburgh, said the REPLY 2827

plans through wills,

UN IVE R from the University of he was responsible for solicitation and Spiritan philosophy has had a E South Carolina, and stewardship of numerous outright trusts, beneficiary Retired after more than 30 years in great effect on his life, both L comes to Duquesne and planned gifts, including bequests, designations, and/or executive positions with health care then and now. He believes E WILL BE PAID B Y ES N charitable gift annuities. providers and insurers in six states, strongly in the integrity U University with 15 charitable gift annuities, and charitable remainder trusts. He spends the majority Richard now works as a consultant in of people and respect for STA G years of experience If you have done other human beings. He GIFT PLANNING DU Q PITTSBURGH PA 15219-9933 600 FORBES AVE the Small Business Development Center P O

in theT nonprofit arena. Previously, she held of his time meeting with alumni and positions as the director of development friends of Duquesne University to explore so, but have not yet at Duquesne. said his experiences with FIRST-CLASS MAI BUSINESS at the Senator John Heinz History Center; gift options that meet each donor’s needs notified Duquesne, the Spiritans was “life- development 10 , 201 0 officer for planned giving and provide great benefit to the future or would like to Lillian earned her bachelor’s degree from changing.” ork for User Defined (3.5" x 5.5") and out: duqflt.L Y major gifts at The Metropolitan students of Duquesne University. plan a gift, please Duquesne in 1976, and added a master’s F eb r ua y Art w La y contact our office. withdrawal, you were required to report the a relatively large portion of your IRA on an Leave Your Own A “Couple” of Dukes withdrawal as income and were subject to annual basis while it helps to satisfy your We’re Here for You Lasting Legacy Celebrating Love for income tax. With the passage of this law, the RMD requirement. Regardless of the size Yes, You Can! Their Alma Mater withdrawal is not recognized for income tax of your gift, the IRA Charitable Rollover is a To learn more or contact our gift planning team, purposes. This transfer does not generate valuable option to consider in your support of complete and return this form or visit our web When I meet with alumni, like the (Continued from cover) taxable income or a tax deduction so you can the University. Longos, I hear a common thread. still benefit even if you do not itemize. site at duq.edu/gift-planning today. They say how grateful they are to For more information or if you have the University, the Spiritans and Both Richard and Lillian fondly recall their How can you support the questions, please contact: Name ______their professors for their education. experiences at Duquesne, and have decided Mary Frances Dean, Esq. They say that they never could to express their gratitude by making more University? Assistant Vice President for Major/ have accomplished what they have If you have been thinking about establishing transformational opportunities available to Planned Giving and Donor Relations Address ______in their lives without the education an endowed Resource Fund or endowed Find Confidence future generations. [email protected] and foundation that the University Scholarship Fund, this law has created a 412.396.4272 in Changing Times provided. But they also share their new tax-free option that allows you to utilize questions and concerns with me. “We started thinking: what is our legacy?” City ______We know that continuing economic They ask if they can afford to create Richard explained. “In the end, Duquesne The income will provide scholarship support to a legacy. gave us a career. Duquesne gave us life. We a student pursuing a degree in the School of uncertainty influences your financial do not have a large family, so we are leaving Nursing that has demonstrated financial need circumstances and decisions. State, ZIP ______How often have you thought our estate to the School of Nursing.” and has a 3.25 QPA or higher. about doing something to help the Many who consider charitable gift Phone ( ______) ______University but decided that you just “Our assets will go to the endowment, Mary Frances Dean, Esq., assistant vice Meet Our Staff annuities are hesitant to turn over couldn’t afford it? As we retire, we specifically to the School of Nursing,” president, major/planned giving and donor large sums of money, worried about often ponder the question “how much president of the Executive Women’s Council what’s next. is enough?” The unknown prevents Richard said. relations, said, “We could not be more grateful Mary Frances Dean, Esq. E-mail ______of Pittsburgh and the Pittsburgh Planned us from taking that big step to create to Rich and Lil for providing support to the Assistant Vice President, Major/Planned a legacy for the University. But if the Income from this fund will be used at the School of Nursing in their estate plan. Their Giving and Donor Relations Giving Council and member of the National For a limited time, Duquesne Association of Charitable Gift Planners, the Detach, fold and tape before mailing. timing of your gift is at the end of direction of University officers. The endowed generous gift will not only provide scholarships Prior to her position University has reduced the your life, then you have certainty. Association of Fundraising Professionals, the fund will also be used to “ensure and enhance to financially challenged students but also at Duquesne, Mary minimum contribution to You no longer need to know “how the quality of education and facilities of the insure that the School of Nursing is positioned Estate Planning Council of Pittsburgh and establish a charitable gift annuity Detach here Fold here much is enough.” Frances Dean served the Allegheny County Bar Association. School of Nursing, and to promote innovative to be the premier institution in the region to as vice president for to $10,000 for a single life or change in the delivery of nursing education educate nursing students with hands-on access development at the Dean has been published in the University of $20,000 for two lives. Please consider providing a gift in through the creative use of technology, state- to the newest technologies and innovations to o I would like to learn more about your estate plan to the University Baptist Homes Society, Pittsburgh Law Review; American Arbitration of-the-art equipment and patient simulation.” prepare them to be leaders in nursing.” . at your passing. It doesn’t need to vice president for Association Journal; Smart Business—The You can support Duquesne and charitable gift annuities be large to make a difference in a development for the Management Journal for Corporate Growth; enjoy the security of a charitable student’s life. What better way to Greater Pennsylvania and Lifelines—Monthly Publication of the gift annuity in these unpredictable o I would like to learn more about thank and honor the University than Chapter of the Alzheimer’s Association and National Association of Insurance and times. to provide for our future students? director of gift planning at The Pittsburgh other ways to give. By including a simple provision in Financial Advisors Pittsburgh Chapter. Foundation. your will, you can ensure that future Contact us today for details and to Dean received her bachelor of arts degree generations can also receive a IRA Charitable Rollover request a personalized projection. o I have already made provisions to Before Dean’s career in development, she quality education. from Carnegie Mellon University and her New Option for Giving held legal positions in several of Pittsburgh’s Juris Doctorate from the University of support Duquesne in my estate plans. Sample language to include in your most respected law firms, including Eckert, Pittsburgh School of Law. (Please describe below.) Seamans, Cherin & Mellott, LLC; Reed will can be as simple as “I hereby In December of 2015, the Protecting • The gift cannot exceed $100,000 or bequeath to Duquesne University Smith, LLP; and Sherrard, German & Kelly, of the Holy Spirit, a charitable Americans from Tax Hikes Act of 2015 made $200,000 per couple with separate IRAs; P.C.. The focus of Dean’s legal practice was Lisa J. Sciullo, Esq. Pennsylvania corporation, located in the IRA Charitable Rollover permanent. • It can be an outright gift only (cannot in the areas of estate and trust planning/ Director of Planned Giving Pittsburgh, Pennsylvania, [the sum of This law allows you to make a gift of up to fund a charitable gift annuity or administration and charitable planning. Lisa J. Sciullo is an

$ ] OR [the $100,000 from your IRA directly to charitable trust); accomplished planned following securities/tangible personal the University without being subject to • No goods or services can be given in In addition to her professional work, Dean giving/major gifts property/real estate] OR [ % of income tax. volunteers with several Pittsburgh-area professional with my estate.” exchange. charities. She is a long-time member of St. more than 25 years of Lucy’s Auxiliary to the Blind, an organization For more information tailored to your Who is eligible and what are progressive non-profit Development Office How can this benefit you? that raises funds for the blind and visually and legal expertise. We respect your privacy! situation, please call or contact: the rules: If you are 70½, you are required to take Two Chatham Center, Suite 450 impaired and promotes volunteerism in high Currently, Lisa is the • You must be at least 70½ years of age required minimum distributions (RMD) 112 Washington Place Information collected here will be kept strictly school-aged young women. She served as director of planned Mary Frances Dean, Esq. when the gift is made; from your IRAs. In the past, if you funded Pittsburgh, PA 15219 confidential. It will not be sold, rented, loaned or Assistant Vice President, Major/ St. Lucy Auxiliary’s president in 2011 and as giving at Duquesne University. Her previous a charitable contribution with an IRA Planned Giving and Donor Relations • The transfer must be made directly from chair of the organization’s 2013 Medallion positions include director of planned giving otherwise disclosed, and it will not be used in [email protected] your IRA administrator to the University; Ball. Dean is also a member and past (Continued) for the University of Pittsburgh’s six health ways to which you have not consented. 412.396.4272 (Continued) Tape here Browse for a While; Make the Gift of a Lifetime FATHER

It doesn’t take great wealth to make a Development Office transformational gift; it just takes a little planning. Two Chatham Center, Suite 450 112 Washington Place Yours begins at duq.edu/gift-planning McANULTY NEWSLETTER Pittsburgh, PA 15219 SOCIETY WINTER 2018

A “Couple” of Dukes Celebrating Love for Their Alma Mater

Staff FATHER Spend some time with Richard and Lillian degree in 1987. She is an adjunct faculty “If it was not for Duquesne, I would not (Continued from page 3) Longo and their love for each other—and member in Duquesne’s School of Nursing, have a profession,” Lillian added. “It laid McANULTY’S their alma mater—quickly becomes clear. and has worked in top positions with the foundation for my whole life. We science schools, University of Pittsburgh Museum of Art; and assistant director of LEGACY UPMC, Allegheny Health Network and worked hard to get where we are. If it Medical Center (UPMC) flagship hospitals, Giving Services at the Episcopal Church The Longos both earned degrees in Heritage Valley Health System. She is wasn’t for my nursing education, I would and the University of Pittsburgh Cancer Foundation. She is a member of the ...and Yours nursing from Duquesne in the mid-1970s, also currently employed as a consultant not be where I am today.”

E Institute and UPMC Cancer Center, as well Pittsburgh Planned Giving Council. where they met and became friends, at Highmark for their Quality Programs in as a major gift fundraiser for Pitt’s School (Continued on Page 2) E The Rev. Henry McAnulty, C.S.Sp., began dating nearly a decade later, both physician practices and hospitals.

STA G of Law. Prior, she practiced law in the T H Phillip M. Blake Duquesne’s ninth president, inherited a and continue to enjoy fulfilling careers I N P O Pittsburgh area with a focus on municipal IF MAILED A gift planning university with few buildings of its own. focused on helping others after recently Lillian said that as an 18-year-old, NECESSARY N O and school law. Lisa holds a bachelor of UNITED STATES officer, Phillip By the time he left office in 1980, the celebrating 32 years of marriage. Duquesne gave her an opportunity. arts degree and a Juris Doctorate from Blake received his campus he had envisioned two decades “Duquesne has always taken the cream Duquesne University, and is a member of bachelor’s degree earlier was taking shape. His spirit lives Richard spent his freshman and of the crop. It still does. In my case, they the Allegheny County Bar Association, the from Pikeville sophomore years near his hometown looked at potential and capability. They Pittsburgh Planned Giving Council and on long after his retirement and passing, College in eastern as our community grows across–and at the University of Scranton before were looking at the total person. They serves on the finance and pastoral councils were looking at me as a leader and Kentucky and beyond–the Bluff. transferring to Duquesne, where he H PA of St. Maria Goretti Parish. came to Duquesne graduated magna cum laude in 1975. He gave me a chance,” she said.

MAIL majored in psychology at Scranton, but University with In the same way, your planned gift today Natalie Taylor a long history in the nonprofit arena. often thought about nursing, despite Richard, who is a former member will make a difference for generations Natalie Taylor As the recipient of a college education the fact that there were few men in of Duquesne’s Alumni Board of PITTSBUR G SITY

ADDRESSEE to come. The Father McAnulty Society received her through the generosity of others, Phil the profession at that time. He visited Governors and an ordained recognizes all who have provided for bachelor’s and truly understands the value of gifts to the Duquesne, among other schools, and met permanent deacon in the master’s degrees University. Prior to coming to Duquesne, Duquesne in their estate some professors on a campus visit. Diocese of Pittsburgh, said the REPLY 2827

plans through wills,

UN IVE R from the University of he was responsible for solicitation and Spiritan philosophy has had a E South Carolina, and stewardship of numerous outright trusts, beneficiary Retired after more than 30 years in great effect on his life, both L comes to Duquesne and planned gifts, including bequests, designations, and/or executive positions with health care then and now. He believes E WILL BE PAID B Y ES N charitable gift annuities. providers and insurers in six states, strongly in the integrity U University with 15 charitable gift annuities, and charitable remainder trusts. He spends the majority Richard now works as a consultant in of people and respect for STA G years of experience If you have done other human beings. He GIFT PLANNING DU Q PITTSBURGH PA 15219-9933 600 FORBES AVE the Small Business Development Center P O

in theT nonprofit arena. Previously, she held of his time meeting with alumni and positions as the director of development friends of Duquesne University to explore so, but have not yet at Duquesne. said his experiences with FIRST-CLASS MAI BUSINESS at the Senator John Heinz History Center; gift options that meet each donor’s needs notified Duquesne, the Spiritans was “life- development 10 , 201 0 officer for planned giving and provide great benefit to the future or would like to Lillian earned her bachelor’s degree from changing.” ork for User Defined (3.5" x 5.5") and out: duqflt.L Y major gifts at The Metropolitan students of Duquesne University. plan a gift, please Duquesne in 1976, and added a master’s F eb r ua y Art w La y contact our office.