|
|
|
 |
Dear Friends,
Sometimes an expression of deep gratitude has the power to transform lives and fulfill students’ dreams for generations. Marie Coleman, a patient of Gregory A. Tovmassian, DPM ’09, has generously launched a podiatric scholarship at Samuel Merritt University in gratitude for the significant care she and her late husband Ronny Coleman received from Dr. Tovmassian over the years.
Marie shared, “Because of Dr. Tovmassian, Ron walked. Dr. Tovmassian is a warm, caring doctor and his warmth just takes you in.” Over the years, Marie and Ron developed a warm friendship with Dr. “T,” as she calls him. Marie’s husband, Ronny Coleman, had long experience as a fire chief—including a position as the California State Fire Marshal—and provided advice about fire codes and products when Dr. T was moving to a new building. Through the new scholarship, Marie seeks to honor the love and care Dr. T gives his patients, as well as his ongoing commitment to helping others who don’t have easy access to healthcare.
Marie generously provided the initial gift to launch the Gregory A.Tovmassian, DPM ’09 Podiatric Medicine scholarship and she has included a bequest for the scholarship in her living trust. In order to permanently endow the scholarship, an anonymous donor has offered a 1:1 challenge match, donating $1 for every $1 given up to $15,000 to help complete the endowment and begin awarding the scholarship.
You can read more about Marie Coleman and the Gregory A.Tovmassian, DPM ’09 Podiatric Medicine scholarship here.
Click here to learn more about bequests and other funding strategies donors use when they plan future gifts. You can watch one of our free estate planning webinars to learn about the benefits of Living Trusts. If you have questions about planning future gifts, please reach out. We are always happy to share information to assist you and your advisors.
Be well,
Penny Peak, MPA
Senior Director, Philanthropy and Gift Planning
Office: 510.879.3349
[email protected]
P.S. Follow SMU on Facebook, Instagram, or LinkedIn for more news and photos.
|
Personal Planner |
|
Bypass the Estate Tax There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating estate plans, but it is important to understand the potential future changes.
|
Savvy Living |
|
Locating Assets After a Loved One Passes Away After my parent passed away, we discovered several small accounts and an insurance policy that we were not aware existed. This situation made me wonder how often families uncover forgotten or unclaimed assets after a parent dies. Is this a common occurrence,...
|
Washington News |
|
Summer Launch for IRS Security Summit On July 7, 2026, the Internal Revenue Service (IRS) announced that it was joining with its Security Summit partners to present a five-week series related to identity theft threats. The title of the series is "Protect Your Clients; Protect Yourself."
|
Thank you for your interest in planned giving. To access any of our resources, please visit our website.
|
|
FREE ESTATE PLANNING GUIDE |
It's never too late to plan for the people and causes you care about. Our easy-to-use estate planning guide can help you gather the information you need before meeting with your attorney.
Download Guide
|
|
PLANNED GIVING CALCULATORS |
Use our online calculator to view the tax and income benefits of making a gift to support our cause. This can help you determine the best plan to meet your needs and goals.
View Calculators
|
|
|
|