Welcome to the Development Office website. Our development officers can help you determine where your interests and the needs of the college may intersect in ways that will be mutually beneficial.
Tax Incentives for Giving
As part of the stimulus package signed into law at the end of 2020, two key provisions of the CARES Act were extended into the new year (and, in one case, increased). Here are the two provisions that take effect in 2021.
The universal charitable deduction has not only been extended but given a well-deserved upgrade. The new deduction is $300 for single filers and $600 for married couples filing jointly.This is available to taxpayers who take the standard deduction. This tax incentive is available for cash gifts to qualified charities (but not to supporting organizations or donor advised funds).
Example: A taxpayer who takes the standard deduction and makes a $300 cash gift to a public charity in 2021 may claim the $300 deduction ($600 for married couples) in computing his or her adjusted gross income. The deduction is in addition to the taxpayer’s standard deduction. If you’re in a 20% tax bracket, for example, this will likely save you $60 on the tax you owe ($120 for married couples). So the actual cost of the $300 gift is only $240.
Contributions to public charities are generally limited to a percentage of a taxpayer’s adjusted gross income (AGI). The CARES Act lifted the cap on annual contributions for those who itemize, increasing it from 60% to 100% of AGI for 2021. Any excess contributions available can be carried over to the next five years. For corporations, the law raised the annual limit from 10% to 25% of taxable income.
This resource is for informational purposes only and is not meant as tax advice, please consult your financial advisor before making any donations. Contact the Development Office with any questions at email@example.com or 319-352-8495.
Gifts to the Wartburg Annual Fund provide the margin of excellence that Wartburg has become known for. Like a tuition dollar, gifts to the Annual Fund are undesignated and allow flexibility in the budgeting process while enhancing all aspects of college operations. The Annual Fund plays a hand in everything from scholarships, to technology, to the many clubs and organizations that provide opportunities for students to grow as a whole person, both personally and academically.
Endowed funds help create and sustain distinctive teaching and learning activities in a variety of areas across Wartburg’s campus, supporting students, faculty, and extracurricular activities. Endowed funds are administered by the college in accordance with applicable laws and guidelines set forth by the Board of Regents.
|Archives of Iowa Broadcasting Endowment Fund||Supports the Archives of Iowa Broadcasting, in keeping with its mission to preserve the history of radio and television in Iowa, and make that history available to the general public|
|Austerud Curriculum Library Fund||Supports the curriculum library|
|Baldwin Leadership Fellows||Supports new, expanded, or enhanced programming for students within the Institute for Leadership Education|
|Jay Balek Memorial Endowed Fund||Supports students with financial need to participate in international tours with the Wind Ensemble|
|Lee Bondhus Football Fund||Supports the Knights football program at the discretion of the head coach and the athletic director|
|Herbert & Lois Brokering Healing Arts Fund||Supports activities that promote the healing arts at Wartburg College|
|Marvin and Charlene Brosz Science Undergraduate Research Fund||Supports Wartburg faculty and their students in the area of science research|
|Fannie Buhr Memorial Fund||Supports scholarships and the Office of the Chaplain|
|John O. Chellevold Award for Teaching Excellence and Professional Service||Supports an annual facutly award given by the student government that recognizes teaching excellence and professional service|
|Class of ’61 Library Fund||Supports library acquisitions for Wartburg’s leadership program|
|Class of ’89 Library Fund||Supports the purchase of new and updated resources for the library|
|Wartburg College Concert Band Endowed Fund||Supports Wartburg’s band program|
|Robert Dell Memorial Endowed Fund||Supports the Dell Association for Peace and Justice, participation in service trips by Wartburg students, and honors those who display leadership on issues of peace and justice with a global perspective|
|Wartburg College Faculty Develop Fund||Supports facutly development expenditures|
|Kent and Anne Floy Endowed Fund for Engineering Science||Supports equipment or other instructional technology or resources in for Wartburg’s engineering science program|
|Irma & Erwin Fritschel Memorial Fund||Supports Wartburg College’s greatest needs|
|James and Barbara Fritschel Choral Endowment||Supports commissioned works for the Wartburg Choir and other choral groups; lectures, seminars, and performances on campus; and the establishment of the Wartburg Choral Prize in recognition of an outstanding choral work published each year|
|Maggie Garland Journalism Fund||Supports the journalism department through the Maggie Award, presented annually to the outstanding senior journalism student|
|Dr. C.H. Graening Fund||Supports health services for students|
|Judge Henry N. and Helen T. Graven Memorial Endowed Fund||Supports the Graven Award, presented annually to a person whose life is nurtured and guided by a strong sense of Christian calling and who is making a significant contribution to community, church, and society|
|Jane Grawe Memorial Fund||Supports social work books for the Vogel Library|
|Robert C. Gremmels Endowment Fund||Supports the journalism and communications programs and Wartburg graduates pursuing advanced degrees in journalism or related disciplines|
|John Groth Memorial Fund||Supports faculty travel to Classical lands|
|Harry Hagemann Lecture Fund||Supports lectures selected by the Wartburg College President to advocate and support the present system of government|
|Health & Physcial Education Department Endowed Fund||Supports the Health and Physical Education Department at Wartburg College|
|Debbie E. Heida Campus Leadership and Service Award||Supports an annual award to a junior or senior student who exhibits strong leadership skills and exemplifies the college’s mission|
|Hertel Athletic Award Fund||Supports the purchase of a plaque for the annual winner of the Hertel Award, awarded to the top multisport senior athlete in both men’s and women’s athletics|
|Hiltrude Braulick Gronewald Library Endowed Fund||Supports library material purchases|
|Gerald R. Kleinfeld German History Lecture and Event Fund||Supports lectures and events that advance the understanding of Germany and its heritage|
|Dr. Duane G. and Violet I. Koenig Endowed Fund for Jazz/Swing Music||Supports jazz and swing programs at Wartburg, with a preference given to instrumental music|
|Dr. Elmer & Suzanne Kretzschmar Endowed Fund||Supports the student-based activities of the German Institute|
|Harold and Grace Kurtz Endowment Fund||Supports needs of Wartburg College|
|Letsche Band Endowment||Supports the Wartburg College Concert Band in outreach activities, including recordings, promotional materials, and defraying tour costs for students|
|Norbert Hahn Endowment Fund for the Library Archives||Supports the enhancement of the archives|
|Colleen Liming Continuing Education Fund||Supports professional development and conference travel for secretarial and clerical staff at Wartburg|
|Lynes/Koob Athletic Award||Supports awards for student athletes|
|Wartburg Fund – Memorial Gift||Supports Wartburg College’s greatest needs|
|Dr. Ferol Menzel Endowed Fund for Undergraduate Research||Supports the college’s many undergraduate research programs|
|Michaelson, Briner, and Kildahl Endowment Fund||Supports an annual visit to campus by an author, poet, or other literary figure to engage faculty, staff, and students in critical discussion|
|Moehlmann Memorial Campus Ministry Fund||Supports campus ministry at Wartburg|
|Daniel A. Moeller Music Therapy Endowed Fund||Supports music therapy students’ experiential learning in serivce to Bartels Lutheran Retirement Community|
|Lynn and Kathy Olson Endowment Fund for Student/Faculty Research||Supports experiential learning and student-faculty research primarily in the fields of math, computer science, and physics|
|Posekany Endowment for Teaching and Learning||Supports classroom learning through the purchase of new equipment and resources, the creation of new teaching strategies to encourage greater student participation, and faculty scholarship related to teaching and learning|
|Pruisner Endowed Fund||Supports classroom learning through the purchase of new equipment and resources, the creation of new teaching strategies to encourage greater student participation, and faculty scholarship related to teaching and learning|
|Jerome L. Aleff & Sandra Rada-Aleff Community Wellness Fund||Supports recreational and wellness opportunities for the Wartburg and Waverly communities|
|Herb & Dorothy Rathe Faculty Enrichment||Supports faculty seeking to improve educational offerings to students|
|Riley-Roecker Living Memorial Fund||Supports the math and computer science programs at Wartburg|
|Schoenbohm Tree Fund||Supports projects to beautify campus|
|Keith and Joy Schuldt Instrumental Music Endowed Fund||Supports commissioned work, clinicians, travel, stipends, and public relations, among other examples, for the instrumental music programs at Wartburg|
|Lou Shepherd Faculty Enrichment Fund||Supports faculty and other worthy projects|
|Slife Institute for Social Work Consulation, Research, and Training Endowment Fund||Supports teaching, learning, and student/faculty research in the social work department at Wartburg|
|Teaching & Learning Center||Supports Wartburg College’s teaching facilities|
|Wesley & Thelma Tellinghuisen Endowed Fund||Supports the advancement of church music at Wartburg|
|Theater and Opera Patrons Endowment Fund||Supports productions of the Wartburg Opera Workshop, Wartburg Players, and other productions.|
|Erna H. Thompson Pre-Nursing Endowed Fund||Supports the pre-nursing program and its students|
|Tompson Endowment Project||Supports Wartburg’s library services|
|Voecks Athletic Trophy||Supports athletic awards plaques|
|Arnold and Marianne Waldstein Endowment Fund for Leadership Education||Supports the Institute for Leadership Education, its faculty, and its students in the areas of financial aid, programs, and experiential learning|
|Wartburg College Concert Band Endowed Director’s Fund||Supports Meistersinger scholarships and provides for instrument repair or replacement, emergency tour expenses, and purchases of new music|
|World Religions Endowed Fund||Supports the exploration of faith traditions and education across religious lines on campus|
|Zahn Choir Trip Fund||Supports Wartburg Choir travel|
|Kenton Zellmer Fund||Supports Wartburg College’s Business Administration & Economics department|
|Roland & Gladys Zimmerman Music Fund||Supports Wartburg’s band and symphony|
Wartburg has created the option for donors to utilize a Donor-Advised Fund (DAF) to simplify charitable donations to Wartburg College. With a Wartburg DAF, half of the funds in the account must be directed to Wartburg College, and the other half can be directed to your other favorite charities.
More Information: Don Meyer, senior gift planner, at (319) 352-8487 or firstname.lastname@example.org
Is this fund right for me?
This is an increasingly popular vehicle for giving that allows you to simplify your charitable donations, support nonprofits you’re most passionate about, and give anonymously if you wish. You can contribute cash, stocks, mutual funds, real estate, life insurance, and more. In addition to leaving a legacy at your favorite organizations, you can receive an immediate income tax deduction, organize your philanthropy, pass on your personal assets, avoid capital gains tax, build an endowment, and recommend grants to your favorite charities, including Wartburg College.
Take it from the Blobaums
“After consulting with our financial adviser, we determined this fund would be a good fit for us as well as a benefit for our alma mater. Wartburg’s development officers were gracious and knowledgeable in assisting us in this venture. The College is forward-thinking about the needs of its constituents. We hope others will consider the Wartburg College Donor-Advised Fund as a one-stop giving opportunity for charitable contributions.”
— Harry ’66 and Elle ’66 Blobaum
Wartburg supports the concept of a socially, culturally, and economically diverse student body and provides financial aid to more than 98 percent of its students. Scholarships help Wartburg attract top students and make a Wartburg education feasible for students from all segments of society. Annually funded and endowed scholarships free up institutional funds for other critical needs and create a bond between donors and current students. Donors are invited to meet their recipients at an annual scholarship luncheon.
Wartburg College values the financial investment offered by alumni, parents, and friends and is proud to recognize this support through its Presidents’ Round Table and three other distinct donor recognition societies: Tower Society, 1852 Founder’s Society, and Heritage Society.
Drawing inspiration from the Wartburg Castle in Eisenach, Germany, Wartburg Tower Society recognizes donors’ total annual giving during Wartburg’s fiscal year, June 1 through May 31. Recent graduates who make gifts at the GOLD (Graduates Of the Last Decade) level will receive the same recognition as a Tower Society member. Members receive benefits throughout the year, along with special recognition during Homecoming/Family Weekend. Tower Society gifts help support the ongoing operations of designated areas of the college, while ensuring that Wartburg can continue to provide unique and enriching experiences for our students. For more information about Tower Society or the GOLD program, click here.
|Pinnacle||$25,000 or above|
Recognition in the President’s Round Table is based on donors’ cumulative giving. All current as well as irrevocable deferred gifts are included in a donor’s giving history. Round Table members are honored each year during Homecoming Weekend. In addition, a permanent display honoring all members is located in the Student Center.
Order of the Gate
Order of the Plume
Order of the Lance
Order of the Chalice
Order of the Knight
Order of the Castle
$50,000 or more
$100,000 or more
$250,000 or more
$500,000 or more
$1,000,000 or more
$2,500,000 or more
The Heritage Society was established in 1977 to thank and recognize alumni, parents, and friends who have included Wartburg College in their estate plans. We believe those who make provisions for future gifts to Wartburg hold a special place in the life of the college. They regard the college as a family member when placing Wartburg in their estate plans. For many Heritage Society members, a planned gift is a natural extension of their generosity to Wartburg during their lifetimes. Heritage Society members are recognized each year at the Homecoming Luncheon, when new members receive a framed watercolor print of Old Main.
You may qualify for membership in one or more of the following ways:
Please contact us for related information on these services we provide:
Contact: Jay Boeding at (319) 352-8650
The Knights Fellowship recognizes donors who have given for three or more consecutive years, as well as those who support the College through monthly gifts. The goal of the Fellowship is to promote continuous giving to Wartburg. Donors who give continuously sustain the College and enable us to continue to provide students with the best education possible. We hope to encourage young alumni to create a habit of philanthropy and continuous giving, as well as recognize our faithful donors for continuing to give year after year.
Three levels of Knights Fellowship:
DIRECTORY OF ALLIED PROFESSIONALS
The following is a directory of allied professionals from across the country who have a Wartburg College connection as alumni, parents or friends. This directory is provided as a resource for fellow alumni, parents and friends of the college who are seeking estate planning and financial planning advice. These professionals are listed by geographic area to assist you in finding guidance from someone who lives in your area and who has a Wartburg connection. The planned giving staff at the college are willing and ready to work with you and your advisors in helping you reach your goals as you plan future gifts through your estate. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible. Please note that inclusion on this list is for informational purposes only and does not represent an endorsement by Wartburg College of any individual or company.