[Rhodes22-list] Financial question by Lady Sailor

elle watermusic38 at yahoo.com
Thu Nov 30 15:11:23 EST 2006 

Peter,

What a site! Loaded with information....

Unfortunately he is not licensed for investments in VA
but may be able to advise altho' he may sell insurance
products here.

I will contact him & tell him you referred me to him.

Thanks for the link.

elle
--- Peter Thorn <pthorn at nc.rr.com> wrote:

> Elle,
> 
> I surely don't have a suggestion, but my sailing
> buddy Lawrence could
> probably suggest 10 solutions.  Check him out at 
> www.lawrencepmiller.com
> 
> PT
> 
> 
> 
> 
> ----- Original Message ----- 
> From: "elle" <watermusic38 at yahoo.com>
> To: "The Rhodes 22 mail list"
> <rhodes22-list at rhodes22.org>
> Sent: Thursday, November 30, 2006 5:46 PM
> Subject: Re: [Rhodes22-list] Financial question by
> Lady Sailor
> 
> 
> > Rex,
> >
> > The bank that we used while living there has a
> trust
> > dept; that is another contact to add to my list.
> >
> > These are splendid suggestions; surely one of
> these
> > will have the answer.
> >
> > thank you!
> >
> > elle
> > --- Charles Henthorn <rexh at sbcglobal.net> wrote:
> >
> > > Elle:
> > >
> > >      That same problem was solved here by the
> school
> > > going to the trust department of a local bank
> that
> > > was willing (as PR to the community) to accept a
> > > trust created by the school with the money
> designed
> > > to accept future donations from which
> scholarships
> > > could be granted in the future from the
> earnings.
> > > The bank charges a small administration fee and,
> > > with the amount your are describing, the
> > > scholarships would be very small at the
> beginning
> > > but, from my experience, sometimes its not as
> much
> > > about the size of the scholarship as it is the
> honor
> > > it bestows --- especially if it carries a
> respected
> > > name in the community.
> > >      Just a thought.
> > >
> > >   Rex
> > >
> > >
> > >
> > > elle <watermusic38 at yahoo.com> wrote:
> > >   Rob,
> > >
> > > Right now the $$ is in the high school's
> > > account...they graciously accepted the donations
> &
> > > kept the names, etc for me. As the HS does not
> > > administer the funds, they have to move them to
> a
> > > recognized disbursement agency...hence the
> > > management
> > > co. (I think it is through a bank...have to go
> back
> > > &
> > > check...)
> > >
> > > What we hoped to do was to be able to award a
> decent
> > > amt to a deserving grad for music edu....
> > >
> > > elle
> > > --- Rob Lowe wrote:
> > >
> > > > Elle,
> > > > What type of school are you talking about? If
> a
> > > > college or university,
> > > > could just go into general scholarship fund.
> But
> > > > then you wouldn't have a
> > > > self sustaining fund, but perhaps your intent
> > > would
> > > > be met. I expect there
> > > > are also more discriminating scholarship funds
> > > (say
> > > > for engineering or
> > > > business) that would serve the same purpose.
> > > >
> > > >
> > > > ----- Original Message ----- 
> > > > From: "elle"
> > > > To: "The Rhodes 22 mail list"
> > > >
> > > > Sent: Thursday, November 30, 2006 9:43 AM
> > > > Subject: Re: [Rhodes22-list] Financial
> question by
> > > > Lady Sailor
> > > >
> > > >
> > > > > Thanaks, Ed. We're trying several different
> > > > avenues
> > > > > and may have come up with an idea that will
> > > > > work....still open to new thinking,
> though...I'm
> > > > > looking into tax-friendly ways to donate to
> the
> > > > > fund...Bill, you appear to be a financial
> > > > guru...have
> > > > > you a direction I could pursue? It's a big
> > > > learning
> > > > > curve for me....thanks
> > > > >
> > > > > elle
> > > > >
> > > > >
> > > > > --- Tootle wrote:
> > > > >
> > > > > >
> > > > > > Elle:
> > > > > >
> > > > > > So your money is small potatoes to the
> > > > school.
> > > > > > Often it depends on
> > > > > > the school, but usually most smaller
> > > > institutions
> > > > > > will play ball with the
> > > > > > smaller contributors.
> > > > > >
> > > > > > My first reaction is that they are trying
> > > > to
> > > > > > pressure you into giving
> > > > > > more. The fund raisers are under serious
> > > > pressure
> > > > > > to get the most that they
> > > > > > can. They do not know your real situation
> and
> > > > > > therefore try for more. In
> > > > > > sales it is said you do not get a sale
> until
> > > you
> > > > ask
> > > > > > for the order. This
> > > > > > just may be such a sales technique. Just
> > > trying
> > > > to
> > > > > > up the donations. Just
> > > > > > consider that they are just doing their
> job,
> > > > which
> > > > > > is to increase giving.
> > > > > >
> > > > > > Just set up giving in a small amount each
> > > > > > year to placate them.
> > > > > >
> > > > > > Ed K
> > > > > > Greenville, SC, USA
> > > > > > Addendum:
> > > > > > "You must give some time to your fellow
> men.
> > > > Even if
> > > > > > itâ?Ts a little thing, do
> > > > > > something for others - something for which
> you
> > > > get
> > > > > > no pay but the privilege
> > > > > > of doing it."
> > > > > > Albert Schweitzer
> > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > > > > L. Sailor wrote:
> > > > > > >
> > > > > > > Hi, guys,
> > > > > > > Since the sailing season is over for the
> > > > majority
> > > > > > of
> > > > > > > us, I have a task to occupy your time,
> if
> > > > you're
> > > > > > up to
> > > > > > > it.
> > > > > > >
> > > > > > > Here is the problem:
> > > > > > >
> > > > > > > In lieu of flowers for the funeral last
> > > year,
> > > > > > friends
> > > > > > > sent donations for a scholarship fund in
> > > > memory of
> > > > > > my
> > > > > > > guy.
> > > > > > >
> > > > > > > It has several thousand dollars in it,
> but
> > > > > > according
> > > > > > > to the organzation that manages these
> types
> > > of
> > > > > > funds,
> > > > > > > it needs to be at least 10K to generate
> > > enough
> > > > > > income
> > > > > > > to be self-sustaining. ´even if I add
> some
> > > to
> > > > the
> > > > > > pot
> > > > > > > now (ha...gotta get #2 daughter through
> the
> > > > last
> > > > > > year
> > > > > > > of school before I can help someone
> else's),
> > > > it
> > > > > > will
> > > > > > > be several years before there is enough
> to
> > > > give
> > > > > > maybe
> > > > > > > $500/year and to keep it
> > > self-sustaining.....
> > > > > > >
> > > > > > > So I need a plan 'B,' as the $$ is
> sitting
> > > in
> > > > the
> > > > > > > school's account and needs to be moved
> as
> > > the
> > > > > > auditors
> > > > > > > will become antsy.
> > > > > > >
> > > > > > > I hoped to give $$ for quite a long
> time,
> > > not
> > > > just
> > > > > > for
> > > > > > > several years.
> > > > > > >
> > > > > > > I have one idea but I thought the
> creativity
> > > &
> > > > > > > expertise on the list might spark an
> idea.
> > > > > > >
> > > > > > > thanks for any ideas. I'll let y'all
> know
> > > what
> > > > > > > happens.
> > > > > > >
> > > > > > > elle
> > > > > > >
> > > > > > >
> > > > > > >
> > > > > > >
> > > > > > >
> > > > > > >
> > > > > > >
> > > > > >
> > > > >
> > > >
> > >
> >
>
____________________________________________________________________________
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> > > > > > >
> > > > > >
> > > > > > -- 
> > > > > > View this message in context:
> > > > > >
> > > > >
> > > >
> > >
> >
>
http://www.nabble.com/Financial-question-tf2729185.html#a7618999
> > > > > > Sent from the Rhodes 22 mailing list
> archive
> > > at
> > > > > > Nabble.com.
> > > > > >
> > > > > >
> > > >
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