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Connections. the new School of Education Newsletter.

Development News

For Forrest Lindsay, Giving Was a Way of Life

Forrest Lindsay

Forrest Lindsay knew how to make the world a better place. He was called to be a student leader, a teacher, a husband, an officer during World War II, and a school administrator. Every time Lindsay served, he contributed to a greater good.

In 1933, while Lindsay was a senior at Oregon State College in the education program, he served as president of his fraternity, Phi Delta Theta. His photo in a fraternity publication, the Oregon Beta Star, shows a cheery face and a soft smile.

From 1939-1941, Lindsay taught high school in Fallbrook, California. Then, at the onset of World War II, he enlisted in the 975th Field Artillery Battalion and shipped out for Europe, moving through Ireland, England, France, Germany, and Austria, a total of 3200 miles in mostly hostile territory.

The battalion’s diary of that journey reports, “The 7th of April we were still rolling with the armor and heading for the Prisoner of War camp at Hammelburg. It was quite an experience for all of us and it made a deep impression in our hearts which we shall carry with us forever.”

Lindsay retired from active duty as a Lt. Colonel in 1946, but stayed in the Army Reserve until 1970. After Lindsay returned from the war, he went back to California as a school administrator, staying there until he retired in 1973.

True to form, Lindsay embraced retirement as he did his working years, with great enthusiasm. He and his wife Susan played golf, took dance lessons, and traveled. “We just returned from a trip through the Scandinavian countries - and are off to Hawaii in August to celebrate our 25th wedding anniversary,” he reported in 1975. Lindsay passed away in November of 2003. “He was sweet to the very end,” Susan Lindsay remembers.

Forrest Lindsay prepared for that day in November 2003 ahead of time by remembering the institutions that made such a difference to his life: his fraternity and OSU’s School of Education. Generously, the Lindsays included a charitable remainder unitrust in their financial plans, ensuring that their legacy of giving continues long into the future.

What Is a Charitable Remainder Unitrust?
A charitable remainder unitrust creates a trust that pays a percentage of the trust’s assets, valued annually. The benefits are an immediate income tax deduction and annual income for life that has the potential to increase. A charitable remainder unitrust is only one of many options for planned giving. Please call the OSU Foundation for more information, 800-336-8217.

EVERYONE BENEFITS FROM PLANNED GIVING

Looking back...your years at Oregon State University’s School of Education were wonderful…you made lifelong friends, prepared for the future, and accomplished your goals. You turned on the switch of curiousity and a love of learning. And now, you’d like to give back to the new School of Education in a way that’s unique to you. How do you do that?

What you may not know is that there are many ways to give back that not only benefit our school, but can benefit you and your family as well. The beauty of planned giving is that everyone wins.

One of the best introductions to planned giving is a small pamphlet titled, “Reflecting on Tomorrow,” which clearly describes nine different planning opportunities. You can get the booklet by calling the Oregon State University Foundation: 800-336-8217. Or, for more information, you can go to the Foundation’s website: osufoundation.org.

As you ponder the planned giving tools, consider how the options may enhance your financial outlook while providing for a meaningful charitable gift. Depending on the option you choose, you can benefit through income tax deductions, avoidance of capital gains, control of a trust for a lifetime, federal estate tax exemption, fixed income for life, reduced size of taxable estate, charitable income tax deductions, and many more benefits.

And, how might your gift benefit the new School of Education? Some of our benefactors have chosen to dedicate student scholarships in the name of a loved family member, some direct their gifts to updating and improving Education Hall, some endow a chair, and some leave their gift open-ended. It’s up to you. Every gift makes a tremendous difference.

MEET BRENT DITTO
Brent Ditto is the School of Education’s development specialist. He is new to us but has been with OSU Foundation since 1999 so he can answer any and all questions about giving. If you’d like to speak to Brent about planned giving, please call 541-737-9846.
Brent Ditto


 

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