Fall 2011 Disclosure - College of Business
Transcription
Fall 2011 Disclosure - College of Business
Disclosure a newsletter of the Department of Finance, Insurance and Law Summer 2011 Contacts Department of Finance, Insurance and Law chairperson Gary Koppenhaver (309) 438-8777 gkoppen@IllinoisState.edu Internship coordinators Debbie Babcock Insurance majors (309) 438-3368 dababco@IllinoisState.edu Kim Small Finance majors (309) 438-2928 khsmall@IllinoisState.edu Undergraduate academic advisor Nancy Baldoni (309) 438-8385 nlbaldo@IllinoisState.edu Financial Management Association faculty advisors Alan Cring (309) 438-7577 abcring@IllinoisState.edu Joseph Trefzger (309) 438-2966 jwtrefz@IllinoisState.edu Financial Management Association student president Robert Taylor rbtaylo@IllinoisState.edu Gamma Iota Sigma faculty advisors Debbie Babcock (309) 438-3368 dababco@IllinoisState.edu Yu-Luen Ma (309) 438-7081 yma@IllinoisState.edu Gamma Iota Sigma student president Aaron Augustyniak acaugus@IllinoisState.edu Chair perspectives Job market strategy A characteristic of the Department of Finance, Insurance and Law curriculum in finance and in insurance is that undergraduates receive the hands-on attention often reserved for M.B.A. students at other institutions. While the attention helps make our graduates exceedingly well-educated, the challenging job market is at its worst since WWII. Employment prospects in 2011 are markedly different from the prospects three years ago and will be slow to turn around. This leads me to offer several reminders on being resourceful and resilient after leaving Illinois State. A strong network of professional colleagues informed about your job search (including prior faculty members) is important. Estimates are that 70 percent of corporate hiring is done by company referrals. Network development should start early with an internship experience, if possible. An internship helps a graduate know what kind of job to look for, as well as interacting with the right kind of contacts. A network of those only a few years ahead in their careers may be more effective than a network of mature executives. Finally, job-hopping does not strengthen the contacts that help ensure the next job seeks you out and not vice versa. According to a nationwide survey of graduating seniors (National Association of Colleges and Employers) in 2010, more than 90 percent report having an account at a social networking website, such as Facebook or LinkedIn. Online technologies are fine job search tools but talking to people on the phone or face-to-face reveals the whole, professional package—communication skills and technical skills. Online technologies allow you to prospect for jobs even when no known openings are posted. By being focused on a specific industry, the opportunity to join professional associations with online systems for job searching could also be useful. At graduation the last two years with a finance and/or insurance major, nearly 50 percent of ISU seniors had accepted a full-time job, adjusted for those not seeking employment, according to internal College of Business surveys. The rate is almost twice the national average (NACE) but well below our 78 percent in 2007. Starting salaries of $48,400 on average in 2011 for Finance and Insurance majors are slightly above 2007 levels. Our graduates expect hard work, display no sense of privilege, hold knowledge in esteem, and believe integrity is not a risk, which are all solid Midwest values. Redbirds are determined to succeed as professionals even in today’s marketplace. Warm regards, Gary Koppenhaver, Professor and Chair your business. Student internships, summer 2010–spring 2011 The Department of Finance, Insurance and Law provides experiential learning opportunities for our students through internships with our business partners. Based on the idea that students learn best through experience, the department sincerely appreciates the sponsorship by the firms listed below. If your firm is interested in participating in the internship program, please contact Kim Small, finance internship coordinator, at (309) 438-2928 or khsmall@IllinoisState.edu, or Debbie Babcock, insurance internship coordinator, at (309) 438-3368 or dababco@IllinoisState.edu. Summer 2010 Luke Allison, Stifel Nicolas & Co. Melanie Angelatos, COUNTRY Financial Matthew Asuan, Northwestern Mutual Chase Behrendt, Memorial Health Systems Michael Belpedio, Archer Daniels Midland Lisa Bogle, Northwestern Mutual Aaron Burnett, Advocate Bromenn Finance major named Robert G. Bone Scholar The Bone Scholarship is the highest university-wide honor given to undergraduate students. Honorees are selected for their scholarly achievements and leadership in activities in the University community and beyond. The scholarships were established to honor former Illinois State University President Robert G. Bone. Bone Scholars receive a commemorative medallion and a scholarship and have their names engraved on a plaque displayed permanently in the ISU Bone Student Center. In 2011–2012, Sean Palmer (finance and accounting double major, honors program) is recognized as a Bone Scholar. Palmer is from McHenry. Congratulations to the latSean Palmer est department student to earn this exemplary recognition, which continues the department’s reputation on ISU’s campus for student excellence. News from Gamma Iota Sigma Membership in 2010–2011 of 165 students and more than 60 events during the academic year made for another busy Gamma Iota Sigma Chapter at Illinois State University. Mark Caryl, Oak Park Insurance Desiree Chandler, Northwestern Mutual S. Nicholas Cook, McLean County Erich Drafahl, Comptroller of the Currency Nicole Elam, State Farm Insurance Michael Galambos, Platinum Electric Supply, Inc. Keith Gallagher, Indiana Insurance Chelsea Gerdes, Chicago Office Technology Group Bonnie Gericke, Dan Mosca State Farm Agency Tyler Gillespie, Prudential Mark Haas, Edward Jones Alexandra Hammer, Navistar 2010–2011 and 2011–2012 Gamma Iota Sigma officers. Drew Hannan, Katie School Zurich Internship Michael Holmes, Allegiance Insurance Services Continued on page 3 Disclosure a newsletter of the Department of Finance, Insurance and Law Summer 2011 Published annually Illinois State University Department of Finance, Insurance and Law Campus Box 5480 Normal, IL 61790-5480 The events included company visits; Lunch and Learn sessions on topics such as effective networking, surplus lines, reinsurance, and captives; attendance at RIMS and CPCU dinners; professional conferences such as REBEX, RIMS, IMUA and NAPSLO; community service activities such as the Special Olympics Polar Plunge, American Cancer Society Relay for Life, canned food drives, and cleaning up the Constitutional Trail; the annual Halloween policy fundraiser and the Valentine’s Day roses and candy fundraiser. The students also participated in an etiquette dinner, football tailgates, mock interviews, golf outings, Gamma Nationals, the Risk Manager in Residence program, and more. The chapter was invited to host the 2011 NAPSLO Symposium in Chicago in March 2011, and more than 100 insurance and risk management students from around the U.S. and Canada attended the successful event. The 3rd Annual Gamma Games along with Gamma initiation ended the year on a high note with strong alumni participation. For a full listing of events go to www.KatieSchool.org or contact President Aaron Augustyniak at acaugus@IllinoisState.edu. Email: gkoppen@IllinoisState.edu Website: www.cob.ilstu.edu/fil 2| Summer 2011 Disclosure Parent and Peters 2010 Early Career Achievement Awardees Internships, continued Joshua Horton, Totally Temps Robert Parent ’97, finance and insurance double major, and Jaime Peters ’02, accounting and finance double major, received College of Business Early Career Achievement Awards on ISU’s Homecoming weekend in October 2010. The award recognizes outstanding young alumni who have demonstrated professional leadership and the potential for future distinction in their careers. Parent is a director of planning and analysis at State Robert Parent ’97 Farm Insurance, with leadership responsibility for costbenefit and incentive program analysis. He performed a variety of management roles in the company’s internal audit, expense processing, and general accounting functions. Parent earned the Chartered Property Casualty Underwriter, Associate in Insurance Accounting and Finance, and Fellow, Life Management Institute designations. Peters is a senior equity analyst at Morningstar in ChiJamie Peters ’02 cago, where she analyzes U.S. commercial banks. Before joining Morningstar in November 2005, she was an equity analyst for State Farm Insurance Companies for three years. Peters earned her M.B.A. from the University of Chicago and is a chartered financial analyst and certified public accountant. She joined the Department of Finance, Insurance and Law’s Educational Investment Fund board of directors in 2009. Matthew Humphrey, Linde Material Handling North America Ross Hutchinson, Zurich North America Latricia Jones, Your Extra Hands Surgical Services Rebecca Kagan, Katie School Bermuda Internship Elyse Klimek, Chartis Bill Lally, Katie School London Internship Brigid Lamparski, Allstate Roadside Services Sarah Michel, AXA Advisors Kelsey Mroczka, Katie School London Internship Laura Nance, Katie School Bermuda Internship Ashley Perry, Bank of Dwight Sean Poznicek, AFLAC Dennis Raber, Weiss Insurance Agency Ramtin Seifian, Merrill Lynch Chris Sekema, MB Financial Chris Shaw, Federal Envelope Company Jake Timmins, Katie School Zurich Internship Matthew Weber, State Farm Bank Travis Wood, Town of Normal Mathew Wyffels, ISU Bone Student Center Fall 2010 Faculty member news and recognition William Gallagher, ISU Office of Comptroller Kelsie Griffin, COUNTRY Financial Each year, the Department of Finance, Insurance and Law publicly recognizes the outstanding efforts of its full-time faculty members in the scholarship of teaching, the scholarship of discovery, and scholarly service to the institution. In 2011 the following individuals were recognized for their exemplary performance: Kevin Ahlgrim, associate professor, for outstanding teaching; G.N. Naidu, professor, for outstanding research; and Edgar Norton, professor, for outstanding service. In summer 2011, Yu-Luen Ma, associate professor, was selected as an Archer Daniels Midland Faculty Fellow. Effective August 16, 2011, Ma is promoted from associate professor to professor. She teaches undergraduate courses in insurance and risk management. Much of her research has implications for the formation of public policy that affects the behavior of insurance companies and individuals. Joseph Trefzger, professor, was selected by ISU M.B.A. students as the 2010– 2011 winner of the Outstanding M.B.A. Professor Award. He regularly teaches a foundation graduate course in finance to first year M.B.A.s. The department has hired two new tenure-track assistant professors starting in the fall 2011 semester. Dalia Marcuikaityte holds a Ph.D. from Drexel University, Philadelphia, and her academic experience includes appointments at Cleveland State University, Drexel University, and Louisiana Tech University. Her research interests are in corporate capital structure, governance, and earnings management, as well as behavioral finance. Marcuikaityte will teach corporate finance in ISU’s M.B.A. program and financial markets in the undergraduate finance major. Continued on page 4 Department of Finance, Insurance and Law |3 Patrick Kramer, Sleep City Emily Kramper, COUNTRY Financial Chris Moberg, COUNTRY Financial Abbey Schafer, COUNTRY Financial Joshua Weaver, Town of Normal Megan Wilson, COUNTRY Financial Brooke Wright, State Bank of Bement Spring 2011 Nicole Elam, State Farm Insurance Matthew Erickson, Northwestern Mutual Mark Haas, Giles Insurance Travis Huels, COUNTRY Financial Latricia Jones, Your Extra Hands Surgical Services A.J. Krusemark, COUNTRY Financial Dan Lutz, American Family Insurance David Parast, Caterpillar Faculty member news, continued Professionals share insights with FIL students Speakers for classes and student organizations as part of the fall 2010 and spring 2011 semesters are listed below. Speaker topics included corporate finance, commercial banking, financial planning, insurance, investments, real estate, and business risk management. Heather Acerra, RLI Insurance Blake Ahrens, RLI Insurance Benito Almanza, State Farm Insurance Tammy Alsene, State Farm Insurance Marty Angel, COUNTRY Financial Chet Bandy, Northwestern Mutual Bruce Barber, Archer Daniels Midland Erick Brandt, Pinnacle Consulting Ross Brocksmith, State Farm Insurance Willie Brown, State Farm Ins., retired Sarah Lipp Burnett, Bromenn Medical Center Carol Burroughs, Forward Financial Planning Ken Charette, Specialty Risk Solutions Bryan Crabtree, Crabtree Financial Services Dave Deneen, Wells Fargo Advisors Matt Donovan, State Farm Insurance Kevin Drucker, Cornerstone Bank Matt Eckhoff, Caterpillar Jay Edmonson, State Farm Ins., retired Guy Fraker, State Farm Insurance Jeremy Gallico, General Reinsurance Garry Good, Good Financial Advisors Al Gorski, Orange County Trans. Adam Hage, State Farm Agency Dale Hall, COUNTRY Financial Renee Haning, COUNTRY Financial Jared Heldt, Archer Daniels Midland George Hroziencik, Chartis Derek Huber, Amica Jim Jones, Illinois State University Brad Joseph, Joseph & Camper Joe Klimek, Chartis Melanie Lipp, Bromenn Medical Center Dave Marple, Illinois State University Christopher Tamm comes to the department from the University of Missouri, Columbia, where he earned the Ph.D. in finance in July 2010. His area of research interest is in financial contracts, the bankruptcy process, corporate governance, and real estate. Tamm will teach the capstone undergraduate finance course on advanced financial theory and practice. New course blends theory and practice The first professional position of many finance and insurance majors deals with the selection of fixed-income securities held by financial institutions such as commercial banks and insurance companies. To insure graduates are well-prepared, the department offered a new course this year. Taught by Vladimir Kotomin, 22 students enrolled in Fixed-income Analysis and Portfolio Management. The course focuses on fixed-income security portfolio management and offers a hands-on opportunity to link theory and financial practice. Students in the elective course research fixed-income mutual funds and exchange-traded funds throughout the semester and decide on the best allocation of a fixed-income portfolio held by the ISU Foundation and valued at $1,000,000. Performance is benchmarked against the Barclay’s U.S. Aggregate Bond Market index. Student recommendations are presented to a governing board comprised of FIL Department Chair Gary Koppenhaver and faculty members Kotomin, Edgar Norton and Abhishek Varma. An advisory board of fixed-income professionals also has an opportunity to comment on the fixed-income allocation decisions. “The Foundation was able to assist FIL in filling a gap in the curriculum, which enhances the experience the students receive, enhances the overall FIL program which, in turn, will create students, alumni, and donors who recognize the value their gifts can bring to the University,” said Eric Burwell, chair of the ISU Foundation Investment Committee. According to Robert Rush, member of the ISU Foundation Investment Committee, “This investment management program is the beginning of a neat partnership between the College of Business and the foundation.” While the Department of Finance, Insurance and Law earns a fee from the ISU Foundation for managing the portfolio, returns from the capital appreciation of prices or income from portfolio holdings are retained by the ISU Foundation. The management fee helps cover expenses associated with the successful delivery of the course, such as costs incurred for recruiting students to the course, scholarships, awards, summer research support for faculty, professional development, and analytic tools needed to support decision-making. “This new course on fixed-income securities, along with the student-managed equity portfolio course (Educational Investment Fund), is a great example of how the Department of Finance, Insurance and Law prepares hard-working ISU students for a professional career. The students take their fiduciary responsibility seriously, are very competitive, and truly appreciate the opportunity to put financial ideas to work,” said Koppenhaver. Timothy Marten, ISU Financial Aid Office Larry Maschoff, ISU Research and Sponsored Programs John McDermott, State Farm Insurance Adam McGuckin, Zurich North America Tim McHenry, Archer Daniels Midland Continued on page 5 4| Summer 2011 Disclosure Financial Management Association update The Illinois State University student chapter of the Financial Management Association (FMA) brings finance students into contact with career information and networking opportunities through on-campus speakers and off-campus field trips. In the fall 2010 semester, the FMA hosted alums to talk about their careers in corporate finance (Caterpillar), financial planning (Edward Jones & Co.), grain merchandizing (ADM), and trust services (COUNTRY Trust Bank). In September 2010 and prior to the fall ISU career fair, a panel of eight students gave advice and answered questions on the internship search process, workplace expectations, and networking. The fall off-campus trip included U.S. Cellular Field, home of the Chicago White Sox, and U.S. Trust, the private wealth management arm of Bank of America. Four alums employed by Caterpillar visited as guest speakers this past year, including (from left to right) Matt Eckhoff, Ashley Street, Erin Staggs, and Jennifer Stokes. Professionals share insights, continued Carly Miller, COUNTRY Financial Lauren Mirel, Liberty Mutual Greg Morris, Archer Daniels Midland Vince Morris, Wheaton College David Ocasek, Surplus Line Association of Illinois Eric Pan, Arthur J. Gallagher & Co. Jaime Peters, Morningstar Nancy Philipsen, State Farm Insurance Ralph Poore, COUNTRY Financial Ron Ray, State Farm Insurance Lisa Resnik, State Farm Insurance Maureen Roach, ISU Career Services Center Financial Management Association members outside U.S. Cellular Field. Jeff Secord, Clifton Gunderson The 2011 spring semester professional program on campus featured perspectives from a human resources manager (COUNTRY Financial), health care finance (Advocate BroMenn Medical), commercial real estate (Joseph & Camper), and money management (ISU Financial Aid). The spring trip off campus was to Zurich North America in Schaumburg. In the morning, senior managers from financial operations offered insights and advice on a range of financial management, career, and life planning issues. Following a networking lunch in Schaumburg, cosponsored by the FMA and Illinois State Alumni in Finance group, a panel of experienced graduates and friends of the finance program spoke on career issues. The FMA expresses heartfelt thanks to all the graduates who help students by visiting campus, facilitating trips, networking at lunch, and serving on panels. To learn more about FMA activities or schedule a FMA presentation on campus, contact president Robert Taylor, at rbtaylo@IllinoisState.edu. FIL Advisory Board career coaching The president of the Finance, Insurance and Law Advisory Board is Jeffrey Secord (Clifton Gunderson Financial Services) with Stephen Berchem (JP Morgan Chase) serving as vice president. The board provides an important link between management education within the Finance, Insurance and Law curricula and practice within the business community. The professionals are a useful sounding board for present and proposed programs and activities of the department. Continued on page 6 Department of Finance, Insurance and Law |5 Kelley J. Smith, Kensington Realty Advisors Wade Smith, State Farm Insurance Jim Spachman, State Farm Insurance Erin Staggs, Caterpillar David Stokes, Edward Jones & Co. Jennifer Stokes, Caterpillar Ashley Street, Caterpillar Ashley Sullivan, Amica George Tarulis, Arthur J. Gallagher & Co. Jeff Telling, Family Credit Counseling Hank Watkins, Lloyd’s America Alicia Wells, State Farm Insurance Tracey Wik, Arthur J. Gallagher & Co. David Wilson, COUNTRY Trust Bank Kristin Wolber, COUNTRY Financial The Department of Finance, Insurance and Law extends sincere thanks to the individuals and firms that visit campus and share their knowledge and experience in support of our degree programs. If you or your firm has an interest in making a presentation on campus or sponsoring company visits, please contact the FMA or Beta Gamma Sigma faculty advisors. FIL Advisory Board, continued Department of Finance, Insurance and Law Donor Roll June 1, 2010–May 31, 2011 Corporate Archer Daniel Midlands Bank of America Corporation Baxter Credit Union Boeing Company In spring 2010 the board members conducted mock job interviews with graduating seniors to help prepare students for an effective job search and provide immediate career coaching ideas. Sixty-two students participated in the interviews and the accompanying charts show the results as evaluated by members of the FIL Advisory Board. The students were evaluated on characteristics of their oral communication skills such as attitude, appearance, and speech. The results indicate that students rate high in their professional attitude and low in the quality of their questions during the interview. The results have been shared with the board, students, and department faculty. Caterpillar Foundation Center for Investment Research Super Good Average Fair Poor Chicago Mercantile Exchange Holdings D3 Financial Counselors LLC Harris Bankcorp, Inc. JP Morgan Chase Foundation NYMEX Foundation 14% 51% 32% Attitude and demeanor 16% 45% U.S. Bancorp 35% Wells Fargo Community Support Campaign Relates academics and career $1,500 and above 17% 18% 47% 15% 47% 25% 32% Relates work and career Appearance 1% 2% 4% 2% 7% State Farm Companies Foundation 1% 3% 7% 4% PepsiCo, Inc. 3% 3% 8% 12% 41% 36% Articulation/listening 37% 47% Voice, speech, and contact 12% 34% 42% Question quality Thomas and Ellen Howe Gary and Kay Koppenhaver Charlie Norman Nancy and David Philipsen $1,499–$1,000 David Mistic Edgar and Rebecca Norton Jaime and Joshua Peters $999–$500 Mark and Melanie Burns Rodney and Marvis Custer Alec Lance Gregory and Traci Morris Terry and Katherine Nichols Joseph and Connie Trefzger Aaron and Sarah Vaughn $499–$250 David and Kathleen Deneen David and Erin Donaldson Financial Management Assoc. Frank, Jr., and Mary Haggerty John Crosson-MainStreet Advisors James Pribel Douglas and Lesley Throneburg In order to provide career coaching ideas to those beginning their academic courses, board members also conducted mock job interviews with 32 freshmen students in the fall 2010 semester. The results suggest that during their time at ISU students especially develop the ability to relate their career goals to their program of study and learn the importance of a professional appearance. Annual Student Recognition Dinner The Department of Finance, Insurance and Law’s annual Student Recognition Dinner was held on April 6, 2011, at the Bloomington-Normal Marriott Hotel. The student award winners were recognized before proud parents, faculty members, and members of departmental advisory boards. Gary Koppenhaver, department chair, presented the finance awards and Jim Jones, director of the Center for Insurance and Financial Services, presented the insurance awards. Scott Johnson, dean of the College of Business, welcomed 190 people in attendance. The 2011 Outstanding Senior in finance is Jacqueline Holland (agribusiness and finance double major, honors program), Apple River. The 2011 Outstanding Seniors in insurance are Laura Nance (insurance major, financial planning minor, honors program), Hickory Hills, and Jacob Timmins (finance and insurance double major), Wood River. Carson, Jr., and Iris Varner Continued on page 7 6| Summer 2011 Disclosure Donations help meet the challenge of continued success Donor roll, continued $249–$100 Sheri Bane Every gift to the Department of Finance, Insurance and Law (FIL #548-5270) can make a difference in someone’s life. Our donors believe in the promise that education can lift people up and afford them a chance to make a better life. The department, in partnership with dedicated and committed donors, puts private support to work to raise people and programs. Whether it is an award for a deserving student, data necessary for a research project, or a scholarship to help recruit the best students to our programs, your contribution can help ensure the excellence of our majors. The students, faculty, and staff of the Department of Finance, Insurance and Law sincerely thank all those that have supported the department and Illinois State University this past year. Your investment helps define the department and makes a continuing impact where it matters most to you. Alan Beaty Sean Buchanan Deborah Coloma Daryl and Laura Dagit Carl Davison Joseph DeLazzer Pablo and Virginia Eves Michelle and Michael Hermann Michael and Kary Lansden Larry Lonis Timothy and Bobbi McGrath Michael and Diana McGuckin Educational Investment Fund Board of Directors Finance, Insurance and Law Advisory Board Mark J. Burns, COUNTRY Financial Sheri Bane, COUNTRY Financial David Deneen, Wells Fargo Advisors Stephen Berchem, J. P. Morgan Securities Donald D. Duncan, D3 Financial Counselors S.J. Chang, Illinois State University Frank J. Haggerty, Jr., Duff & Phelps Investment Management Daryl Dagit, Savant Capital Management Brian and Jan Monahan Gary and Joan Ollmann Robert, Jr., and Annette Rush Dominick Russo Steven and Linda Sanduski Jeffrey and Carol Secord Douglas Standerfer Virginia Eves, Illinois Agricultural Association and Affiliated Companies Michael P. Heneghan, Driehaus Capital Management Michelle M. Hermann, Geneva Investment Mgmt. of Chicago Michael H. Lansden, Stifel, Nicolaus & Co. Sean Swanson Scott D. Johnson, Illinois State University Brian and Carol Wagner Gary D. Koppenhaver, Illinois State University Michele D. Watson-SFI $99 and under Thomas S. Howe, Illinois State University Larry Lonis, Bank of American Private Wealth Management Scott D. Johnson, Illinois State University John Lust, Illinois State University Chrisian Capati Gary D. Koppenhaver, Illinois State University Dean McNaught, Caterpillar Deborah and Thomas Cushman Greg Morris, Archer Daniels Midland Kelley Doss Terry M. Nichols, State Farm Insurance Companies Jill and Trevor Fraser Edgar A. Norton, Illinois State University Jaime E. Peters, Morningstar Nancy Philipsen, State Farm Insurance Companies Adam Polacek, TIAA-CREF Asset Management Dominick Russo, The Plastics Exchange Jennifer Swearingen, State Farm Bank Doug Throneburg, First American Bank Michael C. Towler, Northern Trust Michael Valencia, Third River Capital Management Darcy and Jerry Bogle Stephen Hilmer Charles Norman, Wells Fargo Advisors Daniel Kaspar Nancy Philipsen, State Farm Insurance Companies Stephanie and David Lara James Pribel, CME Group Robert and Nancy Meyer Robert W. Rush, Jr., COUNTRY Trust Bank, retired Jesse Moll Jeffrey R. Secord, Clifton Gunderson Financial Services Dean and Barbara Peebels Timothy and Wendy Papka Renee Robinson Christiane M. Stoffer, State Farm Insurance Companies Anton Roussev Phyllis and Alan Ruwe Aaron Vaughn, Edward Jones Anne and Paul Saladino Greg White, Tall Tree Investment Management Ben Stickley Michael Valencia Maria and Caleb Wagner Matthew and Erika Wilkerson Department of Finance, Insurance and Law |7 Yes, my gift matters. DONOR INFORMATION GIFT DESIGNATION department of finance, insurance and law (5485270) Name(s)University ID (if known) PAYMENT OPTIONS Address ___ Option 1: Check. A check for my gift of $________ payable to ___ Option 2: Credit Card: VISA CityState Illinois State University is enclosed. MASTERCARD A single gift in the amount of $_________ DISCOVER A recurring gift in the amount of $_________, ending on _____/_____/_________ (month/day/year), to be paid: annually quarterly semi-annually Zip Preferred email address ( mobile ) Preferred phone number home Further giving information ___ I (and/or my spouse/partner) work for a matching gift company. Name on cardAccount number ___I would like more information on including Illinois State University in my estate plans or have already included the University in my estate plans. Expiration dateSignature ___ Option 3: Make a gift online at IllinoisState.edu/giving Office use only: AG00000000 2012003548 43 Please mail this form to the Illinois State University Foundation, Campus Box 8000, Normal, IL 61790-8000. This document is available in alternative formats upon request by contacting Gary Koppenhaver at (309) 438-8777 University Marketing and Communications 12-0166 printed on recycled paper Department of Finance, Insurance and Law Campus Box 5480 Normal, IL 61790-5480 An equal opportunity/affirmative action university encouraging diversity