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A Bequest to Honor a Life-Changing Professor

Judith AllenLooking back on a rich and rewarding career which has included prominent leadership roles in health care and performing arts management, and distinguished awards in her field, Judith Allen '55 clearly remembers the moment when her life was directed toward success.

The daughter of working-class Italian immigrant parents, Judith grew up in post-Depression Providence and worked hard to enroll in Bryant's one-year secretarial diploma program. But, she found herself struggling, and after a typing class she confided in her professor, Leger R. Morrison, that she was considering withdrawing from Bryant. He listened, and then told her that he saw potential in her that she, herself, could not yet see. "You can quit, or you can believe me and stay," he said. She decided to stay, and with his support and encouragement, she completed the program near the top of her class. After nearly 70 years, Judith has not forgotten Professor Morrison and his impact. "He took the time to talk with me and learn who I was, and he showed me who I could be. He changed my life."

To express her gratitude, she has recently expanded her commitment to the Leger R. Morrison Endowed Internship Fund with a generous bequest. She created the fund in 2017 to provide need-based support to students pursuing internships in arts, cultural, and nonprofit organizations. Now, her bequest will ensure a lasting legacy for Professor Morrison, who taught at Bryant for nearly 40 years until he retired in 1972. Judith's career began with her rise from a clerical position at Rhode Island Hospital to director of human resources and public relations. After earning a bachelor's degree at the University of Rhode Island, she became a nationally recognized leader in management of all aspects of the design, construction, and start-up of prominent performing arts centers. But, she believes, "none of that would have been possible without Leger."

Over the years, she stayed in touch with Professor Morrison, who died in 2017 at age 95. Once, when she was contemplating a new opportunity, she recalls advice he offered that changed her career trajectory. “He told me, ‘Jude, you’re a clinging vine.’ It was a warning about staying too long in your comfort zone. He taught me, every five years, you need to ask yourself, where am I? Am I moving forward? If not, you need to find the next challenge. It’s the only way to grow,” she says. Her gift reflects her belief that internships are vital to gaining the transferable skills that prepare students for their next opportunity, but she also believes that financial compensation is critical. “Providing a salary or a stipend can completely change the quality of life for a person who is beginning their career,” she says.

Currently a faculty member at College of Charleston (SC), Judith is gratified to share the life-changing lessons she learned from Professor Morrison with her own students. She says that, apart from the practical skills that help us find a job, we also need to gain self-confidence and the ability to recognize when the time is right to take the next step—skills that are part of everything we do, every relationship we make. “If I hadn’t listened to Leger, I would have been doing the same old same old forever,” she says. “He gave me the gift of courage, and his impact was immeasurable.”

If you would like to learn more about how you can make an impact on the lives of Bryant students through a planned gift, contact Bob Ferrell at rferrell@bryant.edu or 401-232-6171.

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A charitable bequest is one or two sentences in your will or living trust that leave to Bryant University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

"I, [name], of [city, state ZIP], give, devise and bequeath to Bryant University [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Bryant University or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Bryant University as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Bryant University as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Bryant University where you agree to make a gift to Bryant University and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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