2020 Financial and Estate Planning Seminar postponed

Shippensburg University has postponethe Alumni Weekend festivities on May 29-30, 2020. This includes the SU Foundation’s Annual Finance and Estate Planning Seminar on May 29, 2020.

We continue to follow the guidance of state and federal officials in support of efforts to mitigate the spread of the COVID-19 virus, and to prioritize the health of our communities and alumni.

The Alumni Weekend celebration will be held when it is safe and feasible to do so.  The immediate future is simply too uncertain to know when it will be possible to hold these events.Details will be provided as soon as it’s possible and the SU Foundation looks forward to hosting our Annual Finance and Estate Planning Seminar.

In the meantime, please feel free to visit our planned giving website, SUFgift.org, give us a call with your planned giving questions. Stay safe, and we’ll see you soon. 

Ship Students Need Our Help

Dear Fellow Ship Alumni and Friends:

In light of current events and these uncertain times, one thing we do know is that our Ship family comes together and supports one another. In that spirit, we will get through these difficult times together.

Ship students are now transitioning to virtual delivery of their academic coursework away from the University for the remainder of the spring semester. We wish them well on what will be a new experience for many students and their amazing faculty.

As Ship alumni, we wanted to know what immediate needs students and faculty have that we could help with during this time. President Carter shared with us that the greatest need students have right now is for technology to complete the semester remotely. Students who do not have laptops and/or internet access at home need laptops and iPad hotspots which cost $750 and $350 each respectively plus $50 per month for data. It would be very helpful if we were able to secure assistance for these items. Faculty have similar equipment needs. They are also serving as “fellows” who are providing online training and remote learning support to faculty who need technical assistance.

The Shippensburg University Foundation is here to help the University garner support from alumni and friends for Shippensburg University students especially during these unexpected times. Today, please join us in making a contribution to the SU Foundation in support of student and faculty technology. We will use your support to help students who might be challenged to afford their most basic needs and access to necessary resources for remote learning and other unforeseen personal difficulties.

If you are in a position to support at this time, please click here to do so. Thank you in advance for helping us reinforce our support for the students and what it means to be a part of the Ship Family.  MAKE A GIFT

Sincerely,
David Weisgerber ’812019-2020 National Annual Fund Chair
and the Annual Fund Leadership Team:
Wanda Polk Bankhead ’80
Gary Bicking ’82
Tracy Boak ’86
Chuck Brown ’00 & ’01
Jerome Dean ’82
Kevin Krause ’80
Megan Lawrence ’17
Randy Lowe ’92
Craig Loundas ’81
Steve Mentzer ’88
Chuck Nebel ’84
Cody Olson ’18
John Yackovich ’08

 

SU Foundation Events Cancelled

The SU Foundation regrets that it is necessary to cancel the following Spring events:

March 19: Spirit of Generosity Scholarship Dinner

April 21: Founder’s Circle Dinner

April 25: Circle of Friends Gala

May 2: IMP Dinner

Ship Gives originally scheduled for April 7 and 8 will be rescheduled soon.  

 

FREE SHIP ALUMNI Financial Planning Workshop

Homecoming Weekend |  Saturday, October 19  |  8:30 AM – 10:30 AM

Courtyard by Marriott – adjacent to Campus and Seth Grove Stadium – 503 Newburg Road, Shippensburg

Hosted by the Shippensburg University Foundation

Interested in financial tips for your 30s, 40s, or 50s? This seminar is for you! Join the Shippensburg University Foundation for a free, no-obligation financial planning workshop.

Registration and complimentary breakfast begin at 8:30 AM

SESSION 1 | Retirement Straight Talk from a CERTIFIED FINANCIAL PLANNER®
Presented by: Joshua L. Jenkins ’12, CFP, ChFC, CLU, RICP
Jenkins Financial, Northwestern Mutual Wealth Management Company

SESSION 2 | Navigating Your Estate
Presented by: Rich Reilly ’84, Attorney-At-Law

View workshop details here.

RSVP by October 11 here: tinyurl.com/SHIPALUMWORKSHOP

 

2019 Financial Planning Seminar: May 31

YOUR RETIREMENT PLAN BUILT TO LAST

Friday, May 31, 2019
8:00 a.m. to 2:30 p.m.
Conference Center at Shippensburg University
John E. Clinton Building
500 Newburg Road, Shippensburg, PA

KEYNOTE SPEAKER: Linda Duessel, CFA, CPA, and CFP – Senior Equity Strategist/Senior Vice President at Federated Securities Corporation will be our keynote speaker.  Ms. Duessel will cover a broad range of economic forecasts in her keynote session titled, Economic Update.  She has been a regular contributor to CNBC’s “Closing Bell” and other programs. In addition, she has appeared on Fox News “Your World With Neil Cavuto” and Bloomberg Television. Linda has also been extensively quoted by Associated Press, The Wall Street Journal and Barron’s and has been featured in the annual roundtables for USA Today and Smart Money Magazine.

Additional sessions during the day include:

  • The Power (tools) of Intent – Spend, Divide, Preserve and Grow
  • Building Your Retirement Home – An Educational Approach to Constructing Your Future
  • The Health Insurance Blueprint for Retirement
  • Laying The Foundation for the Future
  • Securing Your Legacy Brick-by-Brick with Estate Planning
  • Ultimate Downsizing:  Casket, Urn or In the Wind

Learn from some of the region’s top tax, financial, estate planning, and healthcare professionals. They will offer a powerful plan for financial success completely free of charge and with no-obligation.  A complimentary continental breakfast and lunch will be provided.

 

SU Foundation hosts reception to share impact of giving

On Saturday, September 8, the Shippensburg University Foundation hosted a reception for members of three Annual Fund Gift Clubs; the Presidents Club, the Fountain Society, and the Friend of Old Main.

We said farewell to two-year National Annual Fund Co-Chairs Judy Foglesonger ’82M and Forbes Borthwick. Thanks to their leadership and the 1,328 members of these gift clubs, the Annual Fund surpassed its 2017-2018 goal, raising $2,752,870! We also welcomed Mr. David Weisgerber ’81 as the 2018-2019 National Annual Fund Chair. He announced the goal for this year as $2,800,000.

Attendees heard from President Laurie Carter who shared the many changes and successes happening at the University. Dr. Leslie Folmer Clinton, new President and CEO of the Shippensburg University Foundation, shared that the SU Foundation, thanks to our many donors, raised $6,126,691 for the benefit of students, faculty and programs at Shippensburg University.

A recent graduate and two current students shared the impact that giving to the SU Foundation had on them.

Visit the event photo gallery!

 

 

New Scholarship Recipient Reception

The SU Foundation is hosting a reception celebrating new SU Foundation and Board of Governor scholarship recipients. The event will be held in the Orrstown Bank Lobby of the H. Ric Luhrs Performing Arts Center on Thursday, September 13.

Because of generous donors who have established scholarship over the years, and because of donors who continue to give to scholarships today, the SU Foundation was able to provide over $1.6 million in scholarship and loan support to Ship students in 2017-2018.