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ALMA MATTERS Q+A Monica Long Director of Gift Planning

Monica Long is the new Director of Gift Planning. She graduated from Chicago-Kent College of Law at the Illinois Institute of Technology this May. Previously, she worked in advancement at the University of Portland, a Holy Cross Institution in Oregon.

Why is planned giving important? • It’s a savvy way to give because it’s mutu- ally beneficial. There are various benefits for the donor, like lowered taxes, while making a positive impact on Loyola and Loyola students. Another good thing is there’s no minimum threshold. Even a modest gift can make a big difference.

What advice can you give people about planned gifts? • Planned gifts don’t have to be complicated. They can be as simple as including Loyola as a ben- eficiary in a will or retirement account. But people should also be aware that there could be ways they could minimize capital gains, depending on the type of gift. We can give them options for what gift arrangements are available to fit their situation and philanthropic goals.

Who can make a planned gift? • Any- one can make a lasting gift to the Univer- sity, regardless of vehicle or amount, and regardless of age.

What are some of your goals for the planned giving program? • We would like to increase our outreach and the presence of the Society of the Shield. Faithful and generous donors may already have the University in their estate and we’re not aware of it, or people may not realize some benefits of a charitable gift annuity or charitable remainder trust, vehicles that may be really advantageous for them. The program is already great; we’re just ready to take it to the next level. It is important for the next genera- tion of Loyola students, and generations beyond.

Why did you decide to go to law school? • I always wanted to go back to school, but law school made sense once I knew I was interested in planned giving. Under- standing tax law and estates and trusts goes hand in hand with planned giving.

When you’re not working or finishing up law school, what do you do in your free time? • One thing that I used to do that I would like to do again is play the saxophone. One of the neatest perform- ing opportunities I’ve had was playing in President Obama’s first inauguration parade with an adult marching band. It was an amazing experience. One thing that I do have time for now is cooking. I love the food scene here; it’s a great food town.

Have questions or want to learn more? Contact the Office of Gift Planning at 312.915.6804.


Learn as long as you live

Looking to take the next steps in your career or to make a career change? Consider one of the following programs to give you that extra edge.


Project Management Certificate June 9–13 • This program is designed to help you manage any type of project, regardless of scope or industry. The program allows you to practice concepts in an interactive, team-based environment. Comple- tion of Loyola’s Project Management Certificate Program fulfills the 35 hours of project management education required for PMP® certification through the Project Management Institute.

mini-MBA™ Certificate

Monday evenings, September 15–November 17 • Build your business acumen with Loyola’s mini-MBA Certificate Program, a cutting-edge management development program designed to propel your career forward. Scheduled for 10 consecutive Monday evenings, explore key functional areas of business and gain a solid understanding of how each contributes to an organization’s success.


Institute on Family School Partnership July 23–25 • Save the date for this annual consulta- tion group, focused on a strength-based assessment and practice, response to intervention (3 tiered ap- proaches) and collaboration with home, school, and community agencies. Presented by Michael Kelly, PhD.

Therapeutic Interventions for Older Individuals and Couples

August 4–8 • Save the date for this four-day interdisciplinary intensive program focused on issues facing the older adult population. Presented by Marcia Spira, PhD, and Darby Morhardt, PhD.



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