{ Supporters Like You }

Dennis Sullivan

In 2004 Dennis Sullivan retired from a long and successful career in the financial services industry to relocate beyond the greater New York City area—his home for many years—and spend more time outdoors.

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An experienced hiker, cyclist, triathlete, and marathon runner, Dennis ruefully admits that “Sitting behind a desk for my entire career, I always had the urge to get outside and be active.”

He moved from Newark, New Jersey, to Troy, New York, to be closer to the Adirondack Mountains of upstate New York, a region he had come to love over the years. He quickly got involved with local groups working to protect the Adirondacks and steadily grew more aware of the impact that global warming and misguided energy policies were having on this tremendous natural resource.

It was through his connections with local organizations that Dennis first learned about the Union of Concerned Scientists. He would often see UCS cited in articles and in newsletters, and eventually he checked out the UCS Web site, becoming a regular reader of our reports and policy updates. Immediately, he recognized that UCS’s work at the national and regional levels had a “direct impact on the Adirondacks and a direct connection with the work of the local groups I support.”

Dennis soon became an annual supporter of the Henry Kendall Society, UCS’s leadership giving society, and then, in short order, joined the Kurt Gottfried Society. He takes comfort in knowing that he is providing for UCS now and in the future, and he considers his bequest intention to be “one of the most unselfish things I, or anyone else, can do.”

Asked to articulate what he appreciates most about UCS, Dennis says: “To preserve the planet for future generations, we need to aggressively confront large issues like climate change and preventing nuclear weapons proliferation. It’s easy to be critical and present dire messages about the future but much harder to frame our challenges as opportunities and generate excitement about the solutions that exist. UCS is a forceful, clear voice calling for solutions and facilitating communications to policymakers and the public.

“I am very impressed with the scope of UCS’s activities, the clarity of the message, and how aggressively UCS is focused on the best solutions to every problem it tackles. UCS helps me better understand both the issues that concern me most and the solutions that give me hope.”

“One of the most unselfish things I, or anyone else, can do.”

Dennis Sullivan, on leaving a gift to UCS

Helen Daniel

At the dawn of the television era, when she was a child in the ’50s and ’60s, Helen Daniel remembers her parents becoming incensed by false advertising.

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“Lumber companies would advertise that they were tree-growing companies,” she says. “Watching at home, my father would yell back at the TV. I grew up with that: when something was a blatant lie, especially when it had to do with the destruction of resources, you’d call it out.”

Ms. Daniel’s commitment to truth-telling led her to the Union of Concerned Scientists, which she began supporting in 1982.

“UCS looks into the politicization of science,” she says. “With certain administrations, that’s been the case—where science becomes politicized, or it gets buried. I think UCS has been really good about making sure that these issues are out there in the open.”

Ms. Daniel especially appreciates that UCS tells the truth about climate change, backed by evidence. 

“When you’re making decisions about an issue like climate change, you need to look at facts. UCS stands out as an organization that has the wherewithal to interpret the issue and communicate the facts and the consequences of ignoring that issue,” she says.

After donating to UCS regularly for more than 20 years, Ms. Daniel retired. Always a pragmatist, when the economic recession of 2008 reduced the value of her home and retirement accounts, she began looking for a better option for her assets. With an MBA degree in finance and years of experience as an accountant, she quickly landed on a solution.

“I’m a good number-cruncher,” she says. “I never had a pension myself, but I knew I needed to set up something that would work like a pension.”

After meeting with UCS Planned Giving staff, Ms. Daniel set up an irrevocable charitable trust that pays her an annual income—much like a pension. She can add to the trust over time to increase her income, and she controls the portfolio’s mix of investments. After her lifetime the balance of the trust will be distributed to a few of her favorite charities, including UCS.

“It’s worked beautifully,” she says of the trust, now in its third year. “It’s more than exceeded the expectation I had.”

To UCS members who are considering their retirement options, Ms. Daniel has truth to deliver about the benefits of a charitable remainder trust such as hers.

“Friends, family members of mine: they knew exactly what they were going to get when they retired,” she says. “But today, defined pension plans are like dinosaurs. The generation after mine is probably never going to have them. You’ll need to think about how to manage your retirement so you won’t run out of money.”

A charitable remainder trust, she says, can be a great alternative to the pension plans of the past.

“It hits all the good points,” says Ms. Daniel. “An easier retirement, a tax break, and supporting the things you care about.”

Dave & Sandy Matteson

What draws people to support the Union of Concerned Scientists? In the case of Dave and Sandy Matteson, it was just another case of “voting for what you value.”

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In addition to investing in socially responsible funds and stocks, they invest in charitable organizations that reflect their own values.

The Mattesons, who call Crete, Illinois, home, are self-proclaimed “nature lovers” who are passionate about the environment. Their desire for a clean, healthy environment also has a personal dimension: they raised an asthmatic son so they know firsthand the long-term effects of air pollution.

As a retired psychologist and ordained Protestant minister, Dave finds UCS’s scientific integrity refreshing and absolutely critical in the thick of all the doublespeak, deception, and propaganda put forth by special interests. He says he’s more likely to read UCS magazines and other publications because only UCS explains the science behind issues in language that a layperson can understand.

“I appreciate the way UCS challenges the phony science which corporations and politicians use to diminish the importance of the human contribution to global warming,” he says.

Both Dave and Sandy focused their careers on helping others. Dave’s desire to work directly with people led him to positions as an adolescent clinical counselor, a minister, and ultimately, a psychology professor at the undergraduate and graduate levels. Sandy is a retired pediatric nurse who started her own business providing specialized at-home nursing care for long-term pediatric care patients and their families.

As they considered retirement, it made perfect sense to include UCS in their planning and direct their charitable giving in ways that would continue to help improve the condition of the world. Dave and Sandy chose to establish multiple deferred charitable gift annuities with UCS because they could make significant gifts to support our work and secure a steady income for a time in the future when they needed it most.

“Giving through the [Kurt Gottfried] Society helps us plan our financial future,” says Dave, “and gives UCS the stable source of funding it needs for the future. We enjoy immediate tax benefits and arrange for additional retirement income later while helping to ensure UCS remains a strong, effective organization for many years to come.”

“Giving through the [Kurt Gottfried] Society helps us plan our financial future and gives UCS the stable source of funding it needs for the future.”

Dave Matteson

Melissa Melum

Union of Concerned Scientists member Melissa Melum is a registered nurse with a long career in service to others. So it is not surprising that as she approached retirement, she began to think about her personal financial plans as well as how her resources could be put to use in service to others.

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More specifically, Melissa wanted to make a gift that would foster environmental health and safety for future generations. By establishing a charitable gift annuity with UCS, Melissa was able to realize both her philanthropic and retirement goals.

Melissa recognized that her financial plan for retirement should focus on using income from investments rather than spending principal. Therefore, she felt very comfortable using a portion of her realized assets to fund a charitable gift annuity with UCS as a component of a diversified financial plan.

“The CGA provides a reliable and stable source of income with excellent tax benefits,” Melissa says. “And it meets my goal of making positive use of my resources while also meeting my financial needs.” While the CGA will provide quarterly payments to Melissa for life, it also provides UCS with a base of predictable long-term support.

A History Built on Trust

Melissa was drawn to the Union of Concerned Scientists’ application of sound science to advocate for public policy that protects the environment and food supplies, and she made her first gift to the organization more than 20 years ago.

Because of her long-standing membership, Melissa was aware of UCS’ successful track record and prudent oversight of financial resources—a critical element in her decision to establish a CGA with UCS. After all, a gift annuity is only as secure as the organization that issues the gift annuity. Melissa believes that when establishing a charitable gift annuity, “it is essential to be dealing with an organization that has a long and stable history with solid management and an excellent reputation, and UCS meets these criteria.”

UCS’s commitment to sound science and focus on agricultural issues continue to inspire Melissa’s commitment to the organization.

“I think the campaign for supporting scientific integrity in public debate is an important and distinctively UCS effort,” she says. “It’s a campaign that has important implications now and will continue to be vital for years to come—even more of a reason to make sure that resources are on hand to support UCS in the future.”

Melissa’s charitable gift annuity will do just that, and UCS is grateful for her vision and generous commitment to a healthy environment and a safer world.

C. Edwin “Ed” Baker

During his lifetime, C. Edwin “Ed” Baker was the Nicholas F. Gallicchio Professor of Law and Communication at the University of Pennsylvania Law School and one of the country’s foremost authorities on free speech, the First Amendment, and mass media policy. For more than 30 years he was also a dedicated member and annual supporter of the Union of Concerned Scientists.

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Before he passed away unexpectedly in December 2009, Ed established a trust in his estate plan and included a unique provision in his will to provide ongoing support for the organizations and causes he cherished most. In his plans Ed designated a committee—made up of his sister and three of his closest friends—and charged them with determining how to best distribute the assets in the trust to his favorite causes.

Recognizing Ed’s loyal support of UCS and our commitment to help extend the passions and beliefs of this visionary scholar, the committee made a generous gift from Ed’s estate to honor his legacy and UCS’s important mission.

How Ed Is Helping Today

In recognition of Ed’s work and the commitment he shared with UCS to elevate science and policy issues for public consumption through the media, we created the C. Edwin Baker Media Internship, which provides paid internship opportunities for current undergraduate students and recent graduates to work as part of UCS’s media and communications team.

Ed’s sister Nancy says, “Ed was greatly concerned about the environment and also greatly concerned about the effect of advertising on our media and the resulting damage to the informed populace on which democracy depends. He believed very strongly that progressive people need to become more sophisticated in our use of the media if we are to have any hope of advancing the issues that protect the planet.”

UCS has a deep understanding of the critical role that effective media communication plays in making progress and bringing about change. Ed’s generous bequest will enable UCS to provide meaningful experiences for talented, promising young people while adding critical capacity to our own staff in a fast-paced, ever-evolving media landscape.

Ed’s life and his unexpected death serve as important reminders that it is never too early or too late to consider what you want your own legacy to be—and to prepare your estate plan accordingly.

“I have significant savings. I thought, ‘I need to do something with this money that will be true to my values and honor them.’ ”

Lois Braun

Lois Braun

Lois Braun is a member of an agricultural research team working to develop perennial crops that can thrive in the upper Midwest, as an alternative to the environmentally destructive corn and soybeans grown on a massive scale in the region—including in Minnesota, where she lives.

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Braun’s work centers on the hazelnut, a woody shrub that greens early in the spring and stays green late into the fall—converting solar energy into tasty nuts while preventing soil erosion with its deep root system.

“My work is very slow, painstaking plant breeding,” she says.

The hazelnuts she studies have a breeding cycle of 17 years, so it’s unsurprising that Braun, at the age of 53, has spent a lot of time thinking far ahead. When both of her parents passed over the last few years, leaving her with a cash inheritance, she immediately thought about the future: her own and others’.

Braun’s parents were missionaries, a doctor and a nurse, who raised her in Ghana, West Africa, and rural Tennessee. Staunch environmentalists, they were also frugal spenders and generous givers. Eying her inheritance, Braun realized she didn’t need the money—yet.

“I inherited my parents’ frugality,” she says. “I have significant savings. I thought, ‘I need to do something with this money that will be true to my values and honor them.’ ”

After carefully weighing her options, Braun, a longtime supporter of the Union of Concerned Scientists, chose to invest part of her inheritance in a deferred flexible charitable gift annuity with UCS. She’ll receive a tax deduction for her gift this year. And when she nears retirement, she’ll have the choice of accepting mostly tax-free income from the gift at a certain age or deferring it even further until she’s ready to take it.

“I’m younger than most people who do this kind of thing,” Braun admits. “What I like about it is the fact that it’s not [a source of income] that I’m going to deplete.”

Braun also appreciates that her contribution will fund UCS’s work for a healthier planet and safer world—as opposed to the potential pitfalls of investing money elsewhere.

“What is the stock market doing with your money while you wait to use it?” Braun says. “Are they building a society that you’re going to want to live in when you’re retired? Part of my quality of life when I am old will depend on having a healthy, educated, happy population of younger people. And it will depend on having a healthy environment and a stable climate.”

Richard Leavitt

Growing up near the Atlantic coast in Durham, New Hampshire, Richard Leavitt developed a deep and abiding respect for the woods, meadows, salt marshes, and estuaries that surrounded him. Now, living in a similar environment in Provincetown, Massachusetts, he tries to protect it through his support of the Union of Concerned Scientists.

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A retired teacher of the sciences and humanities, Richard has traveled widely during his lifetime and spent eight years living in Japan. He has seen and read about much of the environmental devastation that has occurred around the globe, which has led him to believe strongly in the thoughtful research and technical analysis that UCS uses to address some of the most critical environmental challenges faced by the planet.

In addition to supporting UCS with generous annual support, Richard has chosen to further his commitment by establishing two charitable gift annuities. “I would have left a bequest to UCS anyway, so the gift annuity allows me to support the organization, do what I can for the environment, simplify my will, and receive an immediate financial benefit,” he explains. Richard also likes the reliability of the charitable gift annuity; the regular payments allow him to escape the ups and downs of the stock market. He adds, “I trust UCS to use my money exactly as I would want.”

“I trust UCS to use my money exactly as I would want.”

Richard Leavitt

Patricia Judd

Retired English professor Patricia Judd has always avidly followed current events and critical environmental issues, which are what first led her to begin supporting the Union of Concerned Scientists nearly 40 years ago.

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But the Santa Fe resident’s interest in climate change was galvanized a few years ago by a guest speaker at her church, the Santa Fe Unitarian Universalist Church. The speaker, she remembers, “presented global warming as a profoundly moral issue in terms of our responsibility to our children’s children and those following them.”

After that night Patricia felt a new sense of urgency about global warming. This concern, she says, “has grown stronger as we have failed to act effectively as a nation.” She was determined to take decisive action to make a difference.

First, she researched hundreds of worthy causes, to establish which would yield the most “bang for the buck.” Her analysis led her right back to the Union of Concerned Scientists. Patricia became even more impressed by UCS’s “strong advocacy of scientific integrity, its stellar reputation as a reliable source of information, its clout with important congressional committees, and its bipartisan approach.”

Already one of UCS’s longest-term members of the Partners for the Earth monthly giving club, Patricia decided to expand her commitment to UCS. She joined the Kurt Gottfried Society by making a charitable gift annuity—a special giving option that enables an individual to make a gift to a charitable organization in return for fixed annual payments for life.

Patricia believes her decision to join the Kurt Gottfried Society was easy. “I needed to supplement my income during my remaining years, but I wanted my money to be put to work supporting my values rather than simply supporting a financial institution.” Patricia says that her investment in UCS is an investment in “our children’s children” and in our world’s future.

“Policy change is not only the result but also the cause of broad cultural changes in values. For me, UCS is one of the most effective instruments we have for accomplishing this kind of change. You can’t get more bang for the buck than that!”

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The Planned Giving Team
The Planned Giving Team

The content found on this site is general in nature and intended to be used for informational purposes only. It should not be relied upon as legal, tax, accounting or other professional advice. To determine how a gift or estate planning decision might affect your particular circumstances, it is expressly recommended that you consult an attorney, financial advisor or other qualified professional.