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Planned Giving

Email from Chris Spaugh to Justin on 6/5/24:

There are four gift annuities where Mt. Morris is a 100% beneficiary. The dates beside the names are the dates the contracts were created. The donors are also the beneficiaries in this case. Here are the details:

Lucile Severt (8/1/2000) – value as of 4/30 was $218.22

Maxine E. Simmons #1 (3/8/2004) – value as of 4/30 was $218.01

Shirley A. Knapp (2/12/2002) – value as of 4/30 was $582.42

Shirley A. Knapp (3/20/2000) – value as of 4/30 was $1,234.61

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