Skip to Content

Meet Our Donors

Wrestling and Wartburg: The Bubbs' Legacy
Longtime wrestling enthusiasts Larry and Karen Bubb were excited to live in a state with a strong wrestling reputation when they moved to Waverly in 1990. Then they discovered the wrestling program at Warburg. More

An IRA Gift at Work
Dr. Glenn and Gail Fenneman are longtime Wartburg supporters. They understand that their gifts are creating a future for Wartburg students for years to come. More

Thank You for the Wartburg Experience
Don't let your Wartburg memories fade. Learn how one Wartburg alumnus is celebrating his Wartburg experience with a gift that will support future students for years to come. More

Gift Benefits Donor and Wartburg Students
When Wartburg College alumna Melva Soenke was looking for a way to give back to students, she learned the most impactful gift is not always cash. More

Wartburg Scholarships Honor Our Past and Impact Our Future
Did you know that more than 90 percent of Wartburg students receive financial assistance, such as a scholarship? If you're interested in supporting Wartburg students through a scholarship, read on to learn about different types of scholarships and how you can help. More

Why I Give to Wartburg...
John Sauer, a '78 Wartburg graduate in business and accounting, recently shared with the college his intentions to include Wartburg in his estate plans. More

A Win-Win Way to Support Wartburg 
"They will provide Wartburg with future funds to support its mission, and they also give me some additional income," says Grayce Hartman '60. What gift vehicle is she describing? The charitable gift annuity. Find out if this donation option is right for you. More

Charitable Trust Benefits Donors, Their Children and Wartburg College
When Alvin '57 and Jeannette Bahlmann '58 sat down to plan the distribution of their estate, they wanted to ensure that provisions had been made for their four children. More

Life Insurance Gift Results in Benefits for Donors and Students 
J. Robert (Bob) and Joan Loslo had always planned to include Wartburg College in their wills. More

50-Plus Years of Loyalty to Wartburg Inspire Bentzes' Generosity
Myrin and Audrey Bentz met at Wartburg College and married immediately following Myrin's graduation in 1957 with a liberal arts degree. More

Kleinfeld Gift Enhances German Cultural Studies
Dr. Gerald R. Kleinfeld, a professor emeritus of history at Arizona State University, has created the Gerald R. Kleinfeld Distinguished Professorship in German History. More

Recent Grads Make Unprecedented Gift 
Five recent graduates made an unprecedented gift to Wartburg College, helping the Class of 2004 raise more money than any senior class in the college's history. More

Win-Win Opportunity for Avid Knights Fan 
An avid sports fan and a staunch supporter of the Knights, C. Wallace (Wally) Lynes has witnessed hundreds of Wartburg victories over the years. But until recently, he didn't know about the "win-win" opportunity a charitable gift annuity could offer both him and the college. More

Alumni Couple Shares Commitment to Service 
Happily married for nearly 42 years, Marvin '61 and Barbara Clasen '59 Ehnen have plenty in common. Besides their alma mater, they also share a commitment to service and stewardship, two qualities that were nurtured during their years at Wartburg College. More

Wendell H. and Elaine J. Matthias: Gift Works Well for Donors and Wartburg 
Know the difference between a Matthias family reunion and a Wartburg College reunion? There is no difference. More

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to Wartburg College a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

The bequest language for Wartburg College is "I [name], of [city, state ZIP], give, devise and bequeath to Wartburg College, Waverly, Iowa, [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Wartburg College or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Wartburg College as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Wartburg College as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Wartburg College where you agree to make a gift to Wartburg College and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.