Donor Recalls Nearly a Half Century of Giving Back to USD

Betty BrockWhen she married School of Law Professor Joseph Brock in the Immaculata in 1963, Betty Brock had no idea what an important role USD would continue to play in her life for the next five decades.

Betty went into the workforce right out of high school and she credits her husband for encouraging her to follow her dream of going to college. She started taking classes at the College for Women in 1965 and still recalls attending first Friday Masses, dissecting pigs in science classes and photocopying research materials from the library so she could study at home in the evenings while her husband prepared his lesson plans.

Betty was part of a group known as the Law Wives. The group, made up of wives of students at the law school, met to play bridge, host tea parties and provide snacks for law students during exams.

When Joseph took over as acting dean from 1970 to 1972, the School of Law was expanding. Betty remembers that some professors taught classes for an annual salary of $1 and were dubbed as "Dollar-a-Year" professors.

Joseph wanted to do his part to help the young university grow and thrive so when he established his living trust, he made a bequest to USD. He retired from the university in 1976 and passed away in 1985.

Betty says Joseph purposely chose to leave an unrestricted gift. "Joseph said it should be used where it was most needed," she recalls, "whether that was for student scholarships or to hire good faculty."

Betty eventually began raising money for the university in her own ways. She was president of the USD Auxiliary and helped put on fashion shows and even the Dean's Ball, a formal, black-tie affair that evolved into what is now Alumni Honors. She also was active in Friends of Music, a group that helped raise money for the music department. Betty eventually joined the board of the Patrons of the Fine Arts, which supported USD's endowment by promoting attendance at cultural events on campus.

She also recognized the importance of giving personally and understood the concept that every gift, no matter the size, makes a difference. Her first gift, for $15, came in 1971, a year before the College for Men, the College for Women and the School of Law merged to become the University of San Diego. Her gifts have grown over the years, but what's more notable is that she has faithfully given every year since 1971, earning her recognition as a loyal donor of more than 40 years.

To this day, Betty is still involved in Bridges Academy and University of the Third Age. She still attends Mass at the Immaculata and often has brunch at La Gran Terraza, where everybody knows her name.

"I love this campus," Betty says. "The growth has been phenomenal and I'm always amazed by the beauty. Every time I have a guest, I bring them here. I'm so proud of this university and it's a pleasure to have been part of it all."

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A charitable bequest is one or two sentences in your will or living trust that leave to the University of San Diego 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 University of San Diego, a nonprofit corporation currently located at 5998 Alcala Park, San Diego, California, 92110-2492, 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 USD 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 USD 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 USD 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 USD where you agree to make a gift to USD 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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