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The Catholic University of America

Two-Time Alumnus Brings Giving Full Circle

The 'founding fathers' standing together smiling

"Founding fathers" reunion, from left: Bob Malone, Joe Malley, Roy Fugazy, Brian Kennedy, Brooks Singer, John Mastrangelo, and Mike Maglio

The Catholic University of America is honored to welcome Brian Kennedy (B.A. '83 and J.D. '92), into the St. Thomas Aquinas Society in recognition of his generous $100,000 gift from his 401(k) to benefit the University's men's and women's lacrosse teams. In making the gift, Brian says, "If my ongoing annual gifts, along with my planned gift, can help secure the future of Catholic University's lacrosse program, that is a good thing!"

During his undergraduate years, Brian founded Catholic University's men's lacrosse club. In 1978, with some help from the student government and a few dedicated friends, he built a 23-man roster into a fully equipped squad. The club has since been converted to varsity status, under the leadership of coach Brooks Singer, and now competes at the NCAA Division III level.

Brian, who works in trusts and investments, completed his undergraduate degree in politics and economics before entering the Columbus School of Law. After years of loyal annual contributions, including the University in his estate plan seemed like a natural next step for him.

Brian's Journey to Legacy

"One of the things I am most proud of from my time at Catholic University is having started the men's lacrosse club. And one of my most favorite memories is the team's very first win over the Waldorf lacrosse club of Maryland. That moment was great. We had such a blast.

"A big part of the strength of my ongoing commitment is the power of the legacy my friends and I created when we started the men's club, and attempted to start a women's club. Last year, we had a 'founding fathers' reunion. Being able to see a new group of student athletes have fun participating in something we helped start is a source of great joy.

"Life is fiscally challenging. For many of us, it can be overwhelming to think about making a 'big check' happen. A legacy gift like mine means that over time I will be able to make a generous contribution to Catholic University while taking care of myself and loved ones.

"For me, the reward is that I can come back to campus 20 or 30 years later and see new undergraduates who are having the same opportunity I had. They have a chance to play lacrosse and to create the same powerful, lifelong relationships."

What Will Your Catholic University Legacy Be?

Whether it's athletics or an academic program, you can follow in Brian's footsteps and make a long-term investment in your passion at Catholic University through your estate plan. Contact Isabel de la Puente at 202-319-6914 or delapuente@cua.edu to begin a conversation about the legacy you wish to leave.

eBrochure Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to The Catholic University of America 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

"I give to The Catholic University of America, a nonprofit corporation currently located at 620 Michigan Avenue, NE, Washington DC 20064, or its successor thereto, ______________* [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 Catholic 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 Catholic 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 Catholic 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 Catholic University where you agree to make a gift to Catholic 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.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.