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It is my pleasure to introduce myself. I was selected
by the Senior Center Board of Directors and Endowment
Trustees at the Anchorage Senior Center as Legacy
Planning Director on July 1, 2007. It is my personal
goal to assist the Center members and other
prospective donors, their financial planners and
attorneys, to establish planned gifts to support the
Center’s programs and activities.
The Center has an Endowment Trust Fund of
$2,500,000± and it is my job to assist them
with the goal to build the Fund to $10,000,000 with
the interest from the Fund supporting Center
programs, activities and operations.
My 20 years of experience include working with the
Senior Services in Seattle, Washington, and managing
the Leadership and Planned Giving Program for
KCTS-PBS Public Television in Seattle. I also have
extensive experience working with United Ways in
Seattle and throughout the Pacific Northwest and
Canada as well as with the United Way International
in India, Hungary, and Russia.
I have traveled extensively in Alaska over the years
and in the early 1970's and 1980's I consulted with a
group of women in Fairbanks, who started a
Women’s Center and with the United Way of
Anchorage to establish a board training program. I
also served on the Washington State Commission on
Civil Rights and on joint projects with the Alaska
Commission.
In my free time, I enjoy spending time with my
husband, Ed Hutchinson, who is an oil painter at our
studio and gallery at the Turnagain Arm Arts and
Music Center. I am also an avid photographer. As a
couple, we also enjoy fishing for Halibut, traveling
and sampling the cuisine wherever we go.
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Senior Borealis -
Anchorage Senior Activity Center
October, 2011 Endowment Trust Fund Legacy Column
Innovative Legacies of Love
Innovation is one of our trademarks as human
beings. In order to make things happen, we need to
become enthralled by something. I've been thinking
about the innovative ways that Senior Center
members and others give special gifts to the
Endowment Fund. Here are some examples:
- Jackie Robinson, who is an artist and involved
with the artists' group at the Senior Center, is
proud of her Center Membership for 24 years. For
the past several years, Jackie has given to the
Endowment Fund a gift in honor of each year that
she has been a Center Member. When I attended
Social Hour last month and spoke about the
Endowment Fund, Jackie gave me her special
Endowment gift in honor of the many years that she
has enjoyed and continues to enjoy the Center. I
started thinking about what an innovative way to
support the Endowment Fund with a gift in honor of
the number of years that the Senior Center has been
important in your and/or a family member's life.
- Annette Hathaway attended one of the Center's
Special Event Luncheons. Annette asked me whether
we would be interested in a gavel, which belonged
to her late husband, Russell Hathaway Jr. At the
June 1 Legacy Luncheon, the gavel was presented to
Endowment Trustee Chairman, Hal Wolverton, with the
following engraved inscription: "To the Endowment
Trustees for Order and Understanding From Annette
Hathaway In Loving Memory of her Husband, Russell
Hathaway, Jr. 1934-2009."
- Robert "Bob" Brink, Attorney, who drafted the
original Endowment Trust Agreement with the
Anchor-Age, Inc. Board of Directors 26 years ago
(now called the Anchorage Senior Activity Center),
donated a cemetery plot at the Anchorage Angelus
Memorial Cemetery Park. If you know of anyone who
is interested in purchasing this cemetery plot,
please let me know. The proceeds will benefit the
Endowment Trust Fund. Others have donated cemetery
plots as well in the same Memorial Park, with the
proceeds to benefit the Senior Center Operating
Budget. Please check with Cathy Lee, Center
Executive Director, if you are interested in
purchasing one or more of these plots.
- Stan Reitman, active participant in the
Center's Fitness Program, called me and asked if
the Endowment Fund had considered the possibility
of having plaques engraved for the benches that are
all around the Senior Center and by the side door,
near the Fitness Center. Stan became the first
Endowment Fund donor to have a plaque engraved
which states: "For the Use and Enjoyment of Senior
Center Members, Invitees and Guests In Memory of
Jean B. Reitman from the Reitman Family - Husband,
Stanley and Daughter, Candice (Candy)." If you or
your families are interested in naming one of the
other twenty-three (23) benches with an engraved
plaque with a gift or bequest to the Endowment
Fund, please let me know.
- Dan Cuddy, First National Bank Alaska Founder
and President celebrated his 90th Birthday this
year. In 2012, the Bank will celebrate its 90th
Anniversary. An engraved plaque was added to the
new "90+ Birthday Honorarium Donor Recognition
Board" with the following inscription: "Daniel H.
Cuddy, First National Bank Alaska, February, 8
1921.
- Eric Bennett has given Legacy Society and
Memorial Gifts in loving memory of his wife, Glenda
for five (5) years, including this October, which
is the month of Glenda's passing and also Eric's
birthday is on October 15. You could also begin to
give an annual gift to the Endowment Fund starting
in 2011. Eric's name is stitched on all three of
the Legacy Society Donor Recognition Tapestries
which hang in the Senior Center's second Reception
area.
- Trish Kriendler, a
Senior Center Social Hour Volunteer for many years,
approached me at the Senior Center Open House with
a great idea. She suggested that men and women sell
their unused gold jewelry and donate the proceeds
to the Endowment Fund. Trish describes these gifts
as "the pot of gold at the end of the rainbow" as a
wonderful legacy that you can give to the Endowment
Fund.
October is the month to admire the beauty that
unfolds, when the trees, shrubs and grasses turn
brilliant shades of red, orange and yellow colors.
During this month, think about the innovative and
lasting legacies that you would like to leave or
the creative ideas you have to enhance and grow the
Endowment Fund. Let's have a cup of hot apple
cider, hot chocolate or a mocha coffee and share
ideas about innovative legacies of love for the
Endowment Fund. When you see me at the Senior
Center, share your ideas. Or, give me a call on my
mobile phone at 907-382-8786. I'm also reachable by
e-mail me at asc-legacy@ak.net. With gratitude -
Your Legacy Planning Director, Jan Knutson.
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Senior Borealis -
Anchorage Senior Activity Center
September, 2011 Endowment Trust Fund Legacy
Column
High Expectations Grow the Endowment Fund
"High expectations are the key to everything" is a
quote from Sam Walton, entrepreneur and founder of
Wal-Mart and Sam's Club from the book "Everyone
Leads: It Takes Each of Us To Make A Difference For
All of Us, compiled by Dan Zadra.
I was thrilled when Honora Drew, daughter of the
late Leon Windeler, came to the Senior Center to
personally deliver her father's bequest to the
Endowment Fund. Honora said that her father "made
waves in the world" and that he would want to be
publicly recognized for this bequest. Leon was the
"Founding Father" of the 90+ Birthday Luncheons. He
celebrated his own 90th Birthday in 2000 with a
party at the Senior Center. Leon had high
expectations that everyone who was 90 years of age
or older would want to come to birthday celebration
gatherings at the Senior Center. Ever since the
Senior Center has hosted 90+ Birthday Luncheons on
a quarterly basis with the next one being on
Thursday, Septebmer 15. We will honor the memory of
Leon Windeler by placing a new engraved plaque on
the 90+ Birthday Honorarium Board and pay tribute
to him. Leon was a member of the Central Alaska
Retired Teachers Association (CARTA), a retiree
organization that meets monthly at the Senior
Center on the first Saturday of the month except in
the summer. CARTA is a Charter Member of the Legacy
Society and for many years has also given an annual
gift to the Endowment Fund.
"Let us be grateful to people who make us happy -
they are the charming gardeners who make our souls
blossom" is a quote by Marcel Proust, French
novelist and essayist, in the book The Simple
Abundance Journal of Gratitude by Sarah Ban
Breathnach. As we look at the beautiful gardens all
around the Anchorage Senior Activity Center during
the glorious summer we have enjoyed, we are
reminded of several special memorial dedications.
- One is the John Lower Memorial Garden, which
was established in 2003. Catherine Lower, an active
volunteer in the Senior Center Craft and Quilting
Program, gives a gift each year to have new flowers
planted in her late husband's Memorial Garden.
- Another is the Margaret Egan Sullivan Memorial
Bench, installed in 2009 and dedicated by current
Anchorage Mayor Dan Sullivan, son of the late
Margaret & George Sullivan, Anchorage Mayor
1967-1982. This Memorial bench is located near the
covered parkway at the entrance to the Senior
Center. The late Mayor George Sullivan served as an
Endowment Trustee until 2009, when he resigned due
to his health condition. George Sullivan was a
Charter Member of the Legacy Society and also left
a bequest in his Will to the Endowment Fund.
- Stanley Reitman, Endowment Honorary Trustee and
Legacy Society Member, called me and asked me about
having a plaque engraved on one of the four benches
in front of the Senior Center in memory of his late
wife, Jean. The plaque states: "For the Use and
Enjoyment of Senior Center Members, Invitees and
Guests In Memory of Jean B. Reitman from the
Reitman Family - Husband, Stanley and Daughter,
Candice (Candy)"
If you and or family members would like to select
one of the other three benches in front of the
Senior Center and have a plaque engraved and
dedicated with a personal inscription as a result
of a Legacy Society gift of $1,000 or more, please
let me know. Seniors often sit on these unmarked
benches in front of the Center to converse with
each other or wait for Anchor-Rides or others to
pick them up under the Center's covered entrance
parking area.
Each Fall, I watch the wild and wily geese begin to
migrate south. They fly thousands of miles in a
perfect "V" formation. As each bird moves its great
wings, it creates uplift for the geese that follow.
Formation flying is 70 percent more efficient then
flying alone. The Endowment Fund and the Anchorage
Senior Activity Center are flying together to make
a positive difference for all of us involved with
the Center and for future generations. Let's fly in
formation and have high expectations for the growth
of the Endowment Fund. Come fly with me as your
Legacy Planning Director and give me a call on my
mobile phone at 907-382-8786 or via e-mail at
asc-legacy@ak.net about the legacy that you would
like to leave to the Endowment Fund.
With gratitude - Jan Knutson
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Senior Borealis -
Anchorage Senior Activity Center
August 2011 Endowment Trust Fund Legacy Column
Legacies Endure-Create Your Legacy with a Gift
or Bequest to the Endowment Fund
"Generations have held the Endowment Fund Center
close to their hearts for over 25 years. These
legacies will endure for many more generations. One
way to create a legacy to the Endowment Fund is
with a distribution from your Individual Retirement
Fund Account (IRA.) That is the legacy that I'm
leaving to the Endowment Fund with a financial
distribution from my IRA each year." An Anonymous
Endowment Fund Legacy Society Donor.
An Individual Retirement Account (IRA) is a
retirement plan that provides tax advantages for
retirement savings. If your have an IRA and are 70
½ years of age, you must make an annual
financial distribution from your IRA, which can be
made as a tax-free gift to a non-profit
organization of your choice. 2011 is the final year
in the federal tax regulations that you can make a
tax-free gift from your IRA, preferably to the
Endowment Fund of Anchorage Senior Activity Center
(ASAC.) If your spouse is 70½ or older, he
or she may also make a similar tax free
contribution to the charitable organization of his
or her choice. Of course, we hope that you will
consider the Endowment Fund as you think about the
enduring legacy that you and/or your spouse would
like to make by December 31, 2011. Please check
with your Financial Advisor or Accountant on how
you may transfer your IRA distribution to the
Endowment Fund. The Endowment Fund of Anchorage
Senior Activity Center is a non-profit tax-exempt
organization. Our tax number is 92-0086821 for your
tax deduction purposes.
If you don't have an IRA, but would like to make a
financial gift to the Endowment Fund, you can make
this gift in payments over time - either monthly,
quarterly and/over several years. Several Legacy
Society donors had a payment plan and appreciated
making timely payments. You may also fulfill the
vision of the Endowment Fund by leaving a bequest
in your will as an investment in the future of the
Senior Center for generations to come.
"Appreciation is a wonderful thing, it makes what
is excellent in others belong to us as well" is a
quote of François Marie Arvuet, better known
as Voltaire, a French writer, historian, and
philosopher. I want to express my appreciation to
Endowment Trustees, Anne Campbell and Pete Weimer
as the Chairwoman and Vice-Chairman of the Trustee
Development (Fund-Raising) & Marketing Committee.
This Committee recommends long-range and annual
goals for the Fund in conjunction with me as Legacy
Planning Director. Anne is the Account Executive
for Alaska Business Monthly Magazine and has been
very helpful by introducing me to businesses as
financial and in-kind sponsors for Legacy Special
Events and 90+ Birthday Celebrations. Pete, who is
retired from the Army Corps of Engineers, has
introduced me to civic organizations such as the
Lions Club and the Pioneers. Both Anne and Pete are
very willing to respond to any questions or
suggestions that you may have for growth of the
Endowment Trust Fund. Anne's work telephone number
is 276-4373 and her mobile phone 223-8134. Pete is
often at the Senior Center, so you may talk with
Pete in-person or reach him on his home telephone
number (907) 562-5647.
By including the Endowment Fund in your Will and/or
making an IRA distribution gift or a financial gift
of $1,000 or more, you become a Legacy Society
Member of the Endowment Fund. You may do this as an
individual, family, retiree or civic organization
and/or as a business. Learn more about establishing
or building upon your Legacy gifts and/or bequests
by contacting me, you're Legacy Planning Director,
when you see me at the Anchorage Senior Activity
Center or by calling me on my mobile telephone at
907-382-8786 and/or e-mailing me at
asc-legacy@ak.net. Let's have a cup of coffee or
tea and talk about your desire to leave an enduring
legacy. With appreciation, Jan Knutson, Legacy
Planning Director
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