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Planning for Your Future and Your Philanthropy: Gift Annuities

Planning for Your Future and Your Philanthropy: Gift Annuities

Though Jack Ulman has been retired from teaching for 25 years, he vividly recalls his students experiencing the forest for the first time. "In addition to teaching English, I was also the guidance counselor. We took field trips to Holden Arboretum, and I noticed how the kids with disciplinary problems were fascinated and engaged. The docents were excellent— it was a great way to learn about nature."

When Jack retired, he wanted to support his favorite organizations, and learned about charitable gift annuities. Through his gift, Jack receives fixed annuity payouts for life; Holden Forests & Gardens will receive the remainder. Jack is a member of the HF&G President's Society, and he wants people to know that this kind of donation is not just for the wealthy, "As a child I recall accompanying my mother, a nurse, on a trip to the museum to buy a donor brick. We had modest means; at the time I knew this was a sacrifice but important to do. Charitable gift annuities are a way I can make a difference while protecting my future."

An avid photographer, Jack still heads to the Holden Arboretum to capture the wonder of plants and trees each season. He hopes his support of HF&G's outreach and experiences spark a lifelong connection to the natural world for others.

To learn more about charitable gift annuities, bequests and other legacy giving opportunities for Holden Forests & Gardens, please contact Kim Howard at [email protected].


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