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Planned Giving

Contact Planned Giving

The George Washington University's Office of Planned Giving helps alumni and friends who wish to support the University through their estate plans or via gifts that provide lifetime incomes to the donor, such as charitable gift annuities or trusts. Please call us for assistance as you consider a planned giving opportunity at (877) 498-7590. If you are the administrator for an estate, please contact Justine Van Wie at (202) 994-9525.

Office of Planned Giving
2033 K Street NW, Suite 300
Washington, DC 20052
e-mail: pgiving1@gwu.edu
General Office Phone: (877) 498-7590

 

John B. Kendrick, CAP®
Assistant Vice President of Development, Planned Giving
202-994-6131
e-mail: jbk01@gwu.edu

+- Bio

John B. Kendrick, CAP® is Assistant Vice President of Development, Planned Giving, at the George Washington University, where he leads a team of nine planned giving professionals. He is the planned giving liaison for the School of Business, the School of Engineering and Applied Science, the University Museum, and several departments in the Columbian College of Arts and Sciences. John has GW roots — he was born in GW Hospital and remembers eating at Quigley's Drug Store as a child with his mother and his father, John W. Kendrick, a GW economics professor from 1955 through 1988.

John started his career in the private sector at Young & Rubicam and later served in a variety of executive-level positions in the marketing and advertising fields. Inspired by helping his parents establish planned gifts at GW, John shifted his career focus to nonprofit development work in 2000. Prior to joining GW, John led the Smithsonian Institution's planned giving program. He also worked in development at The National Academies and Hood College.

John is an alumnus of Cornell University and also holds an M.B.A. from the Wharton School at the University of Pennsylvania and a master's degree from the Medill School of Journalism at Northwestern University. He is a former board member of the National Capital Gift Planning Council, a founding member of the annual National Capital Philanthropic Thought Leaders Retreat, and a Chartered Advisor in Philanthropy®.

Jane Kolson
Senior Planned Giving Advisor
202-994-9523
e-mail: jkolson@gwu.edu

+- Bio

Jane B. Kolson is Senior Planned Giving Advisor at GW, where she has worked since 2005. Her current responsibilities focus on planned giving and fundraising for a variety of campus programs, including the Luther Brady Art Gallery, and she is the planned giving liaison for the Elliott School of International Affairs, the School of Nursing, and the Gelman Library system.

Jane has more than 30 years of fundraising experience at institutions including Case Western Reserve University, the Folger Shakespeare Library, and Washington National Cathedral. She is a cum laude graduate of Allegheny College and holds an M.P.A. from Kent State University. She serves as secretary of the National Capital Gift Planning Council.

Courtney Tsai, JD
Director of Planned Giving
202-994-8144
e-mail: courtneytsai@gwu.edu

+- Bio

Courtney L. Tsai is Director of Planned Giving at GW, where she has worked since 2015. Her responsibilities include acting as the planned giving liaison for the Columbian College of Arts and Sciences, the Law School, and the Mount Vernon College campus.

Courtney came to GW after working in planned giving for the University of Chicago, Easter Seals Headquarters, and Pepperdine University. She is a magna cum laude graduate of the University of Notre Dame and received her J.D. from Pepperdine University School of Law. She is a member of the National Capital Gift Planning Council and the National Association of Charitable Gift Planners. Courtney is also licensed to practice law in the State of Illinois.

Justine Van Wie, SPH MS '11
Director, Gift and Estate Administration
202-994-9525
e-mail: justinev@gwu.edu

+- Bio

Justine Van Wie is Director, Gift and Estate Administration and has been with the GW Office of Planned Giving since 2006. She manages estate administration, planned giving communications, donor stewardship, and Heritage Society events, among other responsibilities.

Justine is an alumna of St. Mary's College of Maryland and has completed a master's degree in clinical exercise physiology through GW's Milken Institute School of Public Health. She is a member of the National Capital Gift Planning Council and the National Association of Charitable Gift Planners.

Adam Lewis, CFRE, GSEHD MA ‘09
Senior Associate Director of Planned Giving
202-994-7657
email: aslewis@gwu.edu

+- Bio

Adam S. Lewis is Senior Associate Director of Planned Giving at GW, where he has worked since 2007. His responsibilities include acting as the planned giving liaison for the School of Medicine and Health Sciences, Graduate School of Education and Human Development, the Milken Institute School of Public Health, Graduate School of Political Management, the Division of Student Affairs, and GW Hillel.

Adam came to GW after working in development for the Hebrew Home of Greater Washington in Rockville, Md. He is a cum laude graduate of the Philip Merrill College of Journalism at the University of Maryland, College Park, and holds a master's degree in higher education administration from GW's Graduate School of Education and Human Development. He is a Certified Fund Raising Executive and serves as Vice President of Membership of the National Capital Gift Planning Council.

Richard Peyser, CCAS CERT ‘16
Associate Director of Planned Giving
202-994-9476
e-mail: rpeyser@gwu.edu

+- Bio

Richard Peyser is Associate Director of Planned Giving at GW, having joined the Office of Planned Giving in 2017 after spending the previous two and a half years as Assistant Director of Development in GW’s Columbian College of Arts and Sciences. His responsibilities include acting as the planned giving liaison for the Milken Institute School of Public Health and the Graduate School of Political Management and assisting with donors to the Columbian College of Arts and Sciences.

Prior to joining GW, Richard taught in DC Public Schools as a member of Teach for America and worked in development at the World Resources Institute. He is an alumnus of the University of New Hampshire and is currently pursuing his master’s degree in public administration in the Trachtenberg School of Public Policy and Public Administration, from which he has already earned a certificate in non-profit management.

Margaret Battey
Associate, Planned Giving
202-994-8209
email: mbattey@gwu.edu

+- Bio

Margaret Battey joined the Office of Planned Giving in 2016, providing support to members of GW's Planned Giving team and managing planned giving print and digital marketing campaigns.

She has a bachelor's degree in English Literature from Dickinson College. Prior to joining GW, Margaret worked as a communications consultant, an account manager for a Washington-based public relations firm, and an advancement assistant at the Georgetown University Law Center.

Carolynn Lodge
Associate, Planned Giving
202-994-3872
email: cdlodge@gwu.edu

+- Bio

Carolynn Lodge joined the Office of Planned Giving in 2016, providing support to members of GW's Planned Giving team and development efforts for the Luther W. Brady Art Gallery.

She has a bachelor's degree in English from Bowie State University with a concentration in African-American Literature and a master's degree in Professional Writing from Towson University with a concentration in Rhetoric & Composition. Prior to joining GW, Carolynn spent eight years at Johns Hopkins University, most recently as an administrative coordinator in the development office at the Whiting School of Engineering.

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to The George Washington University 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, [name], of [city, state, ZIP], give, devise and bequeath to The George Washington University [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 GW 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 gift 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 receive an immediate federal income tax charitable deduction. 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 GW as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. 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 GW 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 GW where you agree to make a gift to GW 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.