Jo Ann Engelhardt '75
"I received the October 2019 planned giving letter from Joanne Chertok '75 and a light bulb went off. I saw my classmates, whom I admire and respect, listed as members of the Athena Society and realized, "why had I not thought of this before for myself?" I recommend planned giving to my clients on a regular basis and it was time I took my own advice. An IRA [Individual Retirement Account] is the perfect vehicle to use, as Barnard can receive income tax-free, even though my heirs cannot.
I am inspired by the pleasure of giving and I feel happier afterwards. And I can't wait to do it again."