INSIGHTS Spring 2021 Exploring charitable estate and gift planning
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Spring 2021 INSIGHTS Exploring charitable estate and gift planning
LETTER FROM THE DIRECTOR
In response to the challenges and NAU fans worldwide can create a photo
of the past year, you and your cut-out to be placed in the stands to show
fellow Lumberjacks stepped Blue and Gold pride.
up and demonstrated creativity, Visit nauathletics.com for more information
kindness, and generosity. You on how to create your personalized cut-out.
showed your True Blue NAU
spirit to support programs, scholarships, Additionally, all men’s and women’s basketball
projects, and students. Looking forward, conference games are streamed and can be
no matter where life takes you in 2021, it viewed on Pluto TV with a free subscription.
is never too early to start thinking about These are great ways to show your support
the future. To help, I invite you to take for NAU Athletics.
advantage of the Personal and Charitable Your dedication allows NAU Athletics to
Financial Planning guide at maximize each opportunity and provides
foundationnau.org/free-planning-guide. our student-athletes with the experience
Collegiate athletics continues to look much they deserve.
different; however, our student-athletes May your 2021 be filled with joy, happiness,
demonstrate resilience and commitment both and Lumberjack spirit!
in and out of competition. As we navigate this
Sincerely,
ever-changing environment, the health and
safety of our student-athletes, coaches, staff,
and fans remain our number one priority.
C. Mark Matthews
Although the chants and cheers of fans will Director of Gift Planning, NAU Foundation
not be heard from the stands, NAU Athletics
is committed to delivering a true Lumberjack
fan experience. Skyjack members, alumni,
Lumberjacks unite with Axe of Kindness on
April 14, 2021.
NAU Giving Day What is Giving Day and why is it important?
NAU Giving Day is a 24-hour online fundraising event.
Unite with your Lumberjack family and turn a day
dedicated to Axe of Kindness into 365 days of impact
for NAU and the world around us.
Who can participate?
Alumni, students, parents, friends, neighbors, faculty,
and staff. Anyone!
OFFICE OF GIFT PLANNING: PO Box 4094 | Flagstaff, AZ 86011
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928-523-2012 | foundationnau.org/giftplanning
ESTATE GIFTS
MAKE DREAMS A
REALITY FOR STUDENTS
Sam Larberg
BS ‘22 Biomedical Sciences, women’s soccer, Lake Tapps, WA
I chose NAU because it was the perfect distance from home; it
also reminded me of where I grew up with mountains, trees, and
a small community. This time of year, I love going hiking in Sedona
and skiing at Arizona Snowbowl.
When I first visited NAU, I fell in love with the campus; it felt like
the perfect size. I was able to watch part of a soccer practice
and meet the coaching staff. I enjoyed my conversation, the
program’s vision, and I admired NAU Athletics’ leadership. During
the recruiting process, I felt valued and knew the coaching staff
would push me to become better and support my athletic pursuits. I was confident the NAU soccer
program was going to be the perfect fit for me.
The Sam Stevan Borozan Soccer Scholarship allows me to pursue my dream of playing
college soccer and earning a degree in a field I am passionate about. I wanted to attend college
out of state; however, distance from home equates to added expenses. Skyjacks supporters
allow me to pursue my dream of higher education and create lifelong memories. With the help
of this scholarship, I will graduate debt-free — something I will always be grateful for. After
graduation, I plan to further my education by attending graduate school to earn a master’s degree
in Business Administration. My athletics scholarship creates opportunities for me today but will
also open doors into the future.
Ways you can get involved:
Give
Make a gift. Big or small, all gifts matter.
Show Your Pride
Wear your Blue and Gold
Share
Tell others your NAU story on social media using: #NAUGivingDay
Learn more at foundationnau.org/givingday
1899 society A GIFT THAT Join the hundreds of 1899 Society members who are changing
the lives of future Lumberjacks through their estate plans.
KEEPS GIVING foundationnau.org/giftplanning 2
DONOR IMPACT:
HELPING LUMBERJACKS
REALIZE THEIR ASPIRATIONS
After retiring in 1998, Dave and Terri Hill were Dave, an avid sports fan, dedicated his career
ready to embark on another life adventure. to sports broadcasting. In 1980, after 26
Their journey led them to NAU, where they years of work-related travels, Dave decided
both immersed themselves in Lumberjack life. it was time to reprioritize his life. He left the
Their commitment to NAU Athletics stands the broadcasting industry and devoted his time to
test of time. Terri and their children.
The duo met at Kansas State University Like her husband, Terri aspired to work in
in Manhattan, where they both studied broadcasting but knew staying home with their
communications. Dave and Terri were married children was more important to her. Once their
in August of 1959—just a few months after children were in junior high, Terri became a
graduating from their alma mater. teacher in rural communities. Determined to
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teach speech at the junior high level despite field. This is why we were enthusiastic about
many setbacks, Terri fulfilled her ambition and deepening our support—we feel good about it.”
became the speech and drama teacher for Several years ago, Dave and Terri endowed two
Hefner Junior High in Oklahoma City. scholarships as a Christmas gift to each other.
In 1985, the family moved to Cottonwood, Dave established the Dave and Terri Hill Football
setting the stage for their future involvement Endowment. Terri established the Dave and Terri
with NAU. Hill Golf Endowment for Women.
The couple’s first NAU football game was in Blending their annual giving with an estate gift,
1998 when the NAU Lumberjacks played the the couple has the privilege of meeting their
Montana Grizzlies. They scholarship recipients and
never forgot the heart witnessing their gifts impact
pounding excitement they “We are amazed how generations of talented and
felt that night when the much our scholarships well-deserving student-athletes.
game-winning field goal have grown over “This is something we are
was clinched in the final the years. The NAU incredibly proud of,” Dave
seconds on the clock.
The cheering crowds
Foundation continues to said. “Every year, we get the
opportunity to witness the
and excitement of the offer excellent guidance
impact. We meet the student-
Skydome were compelling and support.” athletes who are representing
incentives to come back —Dave and Terri Hill our family on and off the field,
for more. The following and it gives us immense pride.”
season, Dave and Terri
became season-ticket holders and have not While Dave and Terri can’t travel with the
missed a home game for 21 years. football team this year, the powerhouse duo
remains busy.
In 2001, the Hills started traveling with the
NAU football team. For the next 17 years, Dave volunteers for the Olivia White Hospice
Dave and Terri enjoyed the privilege of getting House with his Golden Retriever, Louie (named
to know the coaching staff, student-athletes, after NAU’s very own Louie T. Lumberjack!). Terri
and their parents. enjoys writing and hopes to publish another book.
“NAU Athletics continues to excel at While their respective passions keep them
mentoring student-athletes,” Dave said. busy, the Hills look forward to resuming
“They are well-behaved and respectful. The their volunteer work for their beloved NAU
way the student-athletes conduct themselves community when the time is right.
away from home is ingrained at the top and “We love being around the student-athletes.
ripples its way to each student. The program It keeps us young,” echoed both Dave
is devoted to student success on and off the and Terri.
Learn how you can make a lasting impact for student-athletes through
a planned gift by contacting Mark Matthews, Director of Gift Planning.
928-523-2012 | giftplanning@nau.edu | foundationnau.org/giftplanning
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STUDENT-ATHLETE
HIGH PERFORMANCE CENTER
What was first an audacious dream has now become a tangible reality. With President
Cheng’s support, the passionate vision of Vice President for Intercollegiate Athletics,
Mike Marlow, and the generosity of Skyjacks members, ground was broken on the
Student-Athlete High Performance Center last March. The 72,000-square-foot facility
will serve all 350+ Lumberjack student-athletes when it opens in early 2022.
Highlights of the new building design
HEALTH ACADEMICS AMENITIES
Nearly 72,000 square feet of Improved individual/small-group Dedicated basketball locker rooms
space dedicated to the academic study space, computer lab, and and additional locker room space
and athletic success of our tutoring area for all other student-athletes
student-athletes
Weight room, cardio area, Dynamic learning environments Student-athlete lounge and
and high-altitude training and in collaboration with the College recruiting room
recovery chamber to showcase our of Health and Human Services for
commitment to athletic excellence athletic competition and academic
preparation
Sports medicine offices, Expanded office space for student- Small and large group meeting
treatment, rehab, recovery, athlete career development and spaces including a 160-seat
and hydrotherapy areas academic support theater-style auditorium
Enhanced nutritional support for Improved Hall of Fame area
the development and growth of honoring our rich history of
our student-athletes successful athletic teams and
individuals
RESILIENT
STUDENT-ATHLETES
Vice President for Intercollegiate Athletics
“From an early age, student-athletes are taught that determination, a
positive attitude, and effort are key ingredients to success. The 2020
season afforded our student-athletes and coaches the opportunity
to demonstrate their remarkable resiliency. Despite having their fall
2020 seasons postponed due to the pandemic, NAU student-athletes
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CAMPUS COLLABORATIONS
NAU ATHLETICS JOINS WITH THE COLLEGE
OF HEALTH AND HUMAN SERVICES
NAU Athletics will be partnering with NAU’s College of Health and Human Services
(CHHS) to create a living and learning research laboratory within the Student-Athlete High
Performance Center. The Sims-Treharne Collaborative Research Lab will feature studies on
effective training and recovery at altitude, the relationship between practice and competition
workload, effects of sleep and stress, sports nutrition, and the relationship between
equipment and injuries. The research and data gathered within this world-class lab will
establish NAU as a leader in injury reduction. “We are grateful for our wonderful relationship
with the CHHS and the unique opportunity to integrate research into the daily activities of our
student-athlete experience,” said Vice President for Intercollegiate Athletics Mike Marlow.
A very special thank you to 1899 Society members Mike Sims and Dr. Patricia Treharne for
their generosity in supporting this one-of-a-kind facility and laboratory.
have collectively completed more than 800 team practices and 468 strength and conditioning
sessions, all while maintaining attention to their student-athletes’ health, safety, and academic
excellence. Their extraordinary efforts in the current environment should make anyone with
competitive spirit proud.”
After the disappointing announcement of canceled fall sports, NAU Athletics is gaining
momentum with the commencement of men’s and women’s basketball, football, volleyball, and
soccer. To view game schedules, visit nauathletics.com. Due to the ever-changing impacts of
COVID-19, schedules are subject to change. Opportunities to view and stream games can be
found at NAUathletics.com/plutoTV
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MAKING YOUR WISHES KNOWN
THROUGH A WILL
Do you need a will?
Many people feel their estate is too small, but everyone needs a plan. Even if you do not
own much property, a will is needed to make many important decisions:
• naming an executor
• naming a legal guardian for minors
• making gifts or transfers
• reducing estate tax liability
In the absence of a will, the state will resort to a formula to determine how your assets
NAU is an Equal Opportunity/Affirmative Action Institution/UM560666_02.21
will be distributed. A judge will name an executor, a bond may have to be posted, and
the court will name a guardian for your minor children.
The charitable bequest
A charitable bequest is one of the easiest ways for you to express your philanthropic
goals. A bequest is the most frequently used method in the US to support philanthropic
organizations, such as the NAU Foundation. Here are some options for your bequest:
• a specific dollar amount
• a percentage of the estate
• specific assets
Creating or updating your estate plan brings you peace of mind and protects and provides
for your loved ones. At the same time, your generosity to NAU will transcend your
lifetime and create a brighter future for generations of Lumberjacks.
To make the estate planning process easy and affordable, you are invited to utilize
the NAU Foundation’s new Personal and Charitable Financial Planning Guide.
Completing the guide will help you gather your assets and prepare for a meeting with
an estate attorney.
Download or request your free copy of the Personal and Charitable Financial Planning
Guide at foundationnau.org/free-planning-guide.
The NAU Foundation is here to help you create a lasting impact for the university you love. We are happy to work with
you to bring your philanthropic goals to life and help you make a difference at NAU and beyond.
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