Relief With Planned Giving

“You can’t begin to imagine what a tremendous relief I felt making a planned gift to the ETSU Foundation,” says Barbara Murphy Brooks of East Point, Georgia. Barbara grew up in Northeast Tennessee and started college at ETSU in 1953. She transferred to Florida State for her bachelor’s degree, then completed her master’s degree in social work at Tulane University. She worked professionally in the fields of child welfare and mental health, as well as serving as a member of the faculty for many years at the University of Georgia School of Social Work.

“For years now I felt that I had so much unfinished business in my life regarding my estate planning,” Barbara said. “It was becoming a real burden. I knew that I wanted to leave a gift for higher education, especially where it was needed. My roots are in Northeast Tennessee, and of course, I started my higher education at ETSU. Plus, the ETSU Foundation has a good reputation for managing endowed scholarships. Finally, I like ETSU’s emphasis on being a regional university.”

As a current and planned giver to the Campaign for ETSU Tomorrow, Barbara worked with University Advancement personnel to review a menu of giving opportunities and to ultimately establish an endowment for social work scholarships in memory of her parents, Rush and Celma Davis Murphy. “My parents did not have an opportunity to attend college. However, they always made every effort to see that I had that opportunity,” Barbara recalled.

To establish the endowment, Barbara donated some appreciated mutual funds to the ETSU Foundation. Then, realizing the benefits of the endowment to the ETSU Foundation, as well as her own personal financial and estate planning, Barbara incorporated a provision in her will to leave a bequest to the Rush and Celma Davis Murphy Endowment. Barbara’s long-range goal is to expand the endowment to fund a guest lecture series and to support women’s studies.

“If I had left my estate unplanned, this would have been a real disservice to my family and friends,” Barbara noted. “I would have also missed a real opportunity to assist students at ETSU in the social work program. Now, I have discovered what is important to me by establishing this endowment. This has taken that great weight off my shoulders by moving forward with my estate planning to assist the ETSU Foundation by building this endowment today and for the future.”

Thank you, Barbara, for remembering your parents in such an outstanding way during the Campaign for ETSU Tomorrow and also for serving as a reminder to us all that our individual estate plans need our attention to benefit the ETSU Foundation as well as our personal planning.

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