Celebrating25 Years ofMaking aDifference

“A t the end of 2014, The Wheeler Society will mark its 25th anniversary. Planned gifts from Wheeler

Society members support fellowships and financial aid, faculty research and academic programming, student internships, leadership opportunities and many other programs. We invite you to join The Wheeler Society as we celebrate those who have created their legacies at Hobart and William Smith.”

—Trustee Chris ’84 and Rene Whitney ’83 Welles P’12, P’15, Co-Chairs, 25th Anniversary of The Wheeler Society

Lasting ImprintIn the 1980s, a group of forward-thinking stakeholders at Hobart and William Smith mapped out plans for a giving program that has since transformed the face of the Colleges and promises to sustain the positive momentum for decades to come.

Named for Schuyler Skaats Wheeler, who received an honorary degree from Hobart College in 1888, and his wife Amy Sutton Wheeler, the Wheeler Society was established in 1989 when the proceeds from their trust were received by the Colleges and used for the renovation of Gulick Hall. This gift from the Wheelers was established decades earlier and underscores the dynamic impact that thoughtful planning can have in transforming the campus and the lives of HWS students, faculty and staff.

All members of the Hobart and William Smith community who want to have a lasting imprint on the future of the Colleges are encouraged to join the Wheeler Society. Since its establishment, planned gifts – both large and modest – have helped to reshape the Colleges. These pages contain stories about these gifts, the people who made them, and how you, too, can create your legacy at Hobart and William Smith.

1882 Cornerstone for the Statue of Liberty laid.

First automobile race takes place between Paris and Rouen, France.

Leroy Firman receives patent for the telephone switchboard.

Schuyler Skaats Wheeler invents electric fan, a two-bladed desk fan, produced by the Crocker and Curtis Electric Motor Company.

Bob Ford ’54, P’80, GP’13 established a planned gift to benefit the Statesmen Athletic Association Endowment.

William F. Scandling ’49, LL.D.’67 L. Thomas Melly ’52, L.H.D. ’02

The “Trailblazers”Every great endeavor has stewards that rally others to the cause. In the case of Hobart and William Smith, two of the most significant stalwarts in the creation of The Wheeler Society are Tom Melly ’52, L.H.D. ’02 and the late Bill Scandling ’49, LL.D. ’67. Both dedicated themselves to the betterment of the Colleges through distinguished service on the Board of Trustees. And, they made significant investments of their time and resources throughout their years of service and beyond.

Scandling and Melly knew that planned gifts transform institutions, and they made it their mission to encourage others to invest in the Colleges as they would invest in their own families. Planned giving represents a lifetime commitment to the Colleges and is a statement of loyalty and affection made by donors who trust that the funds will benefit HWS students, faculty and staff for years to come. Though Bill Scandling died in 2005, to this day his legacy and the continuing active support of Tom Melly inspire others to include the Colleges in their long-term financial plans.

When officially launched in 1989, the Wheeler Society attracted loyal alums who so appreciated HWS that they created their legacy of support for the Colleges – names like Boswell, Walker and Bampton appeared with other compelling benefactors including Harford, Rounds and Truslow. And, devotion went beyond alumni and alumnae to relatives of graduates and community members who believed in the mission of the Colleges to educate young men and women of promise. For nearly 25 years, The Wheeler Society has existed to encourage planned gifts – of all levels – and to recognize the extraordinary legacies that have been created as a result of these gifts.

1934Lucile Holtby Harford ’34, a victim of childhood polio, was able to walk up to receive her William Smith diploma after her father built a ramp and railing for her use. Throughout the years, she gave generously to the Colleges’ Annual Fund, and she established both a gift annuity and a bequest to provide assistance

to students with disabilities.

Jane Shepard Ritter ’48, L.H.D. ’05, a strong advocate for planned giving and The Wheeler Society, created her legacy – The Jane S. Ritter ’48 Endowed Centennial Scholarship.

1987 | 1988 | 1989 | 1990 | 1991 | 1992 | 1993 | 1994 | 1995 | 1996 | 1997 | 1998 | 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014

The Wheeler Society: A Timeline of Transformation

1987 Planned giving society idea emerges under the leadership of William F. Scandling ’49, LL.D.’67 and L. Thomas Melly ’52, L.H.D. ’02.

1987 Charlie Boswell II ’50 creates a charitable remainder annuity trust – The William Oliver Boswell 1896 Memorial Endowed Fund – in honor of his father.

1989 Campaign for the Colleges (’80s) closes reaching $24 with $6 million in planned gifts.

1989 The Wheeler Society debuts.

1990 Generating Ideals & Transforming Lives Campaign begins.

1990 T. Steele Trusts are received and provide support for the Annual Fund in perpetuity.

“My siblings – William O. Boswell ’44, Patricia Boswell Prince and Constance Boswell Kelly ’51 – and I all learned about philanthropy from our grandfather Charles P. Boswell and our father William O. Boswell, Hobart alumni from 1860 and 1896, respectively. The Boswell family passion for Hobart and William Smith continues to run deep,

and I hope other families will be inspired to create their legacies at the Colleges.” – Charles P. Boswell II ’50, Registrar Emeritus (1955-1987)

1990 Carol Ulmer ’72 names the Colleges a beneficiary of her life insurance.

1991 Richard Hersh becomes the 25th President of the Colleges.

“I want to do what is best for the Colleges, and I know the President and administration will use my money wisely.”

Since its inception in 1989, The Wheeler Society has generated more than $125 million in planned gifts, coming in all sizes and types and supporting myriad projects that will continue to transform Hobart and William Smith well into

the future. This timeline represents only a small portion of the thoughtful planned gifts that benefit the Colleges.

1987 | 1988 | 1989 | 1990 | 1991 | 1992 | 1993 | 1994 | 1995 | 1996 | 1997 | 1998 | 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014

The Wheeler Society: A Timeline of Transformation

1993 Robert North establishes the Colleges first charitable gift annuity in honor of his late wife Marion de Mauriac North ’32 and, over two decades, donates more than 100 pieces to the Colleges’ art collection, known today as the Robert North Collection.

1996 Dr. Edward Franks ’72 makes a bequest to the Colleges in support of both the Chemistry and Religious Studies Departments.

1997 Ivan Kuhl establishes The Ivan W. ’43 and Ruth Amidon Kuhl ’44 Endowed Scholarship through the first of many charitable gift annuities.

Ivan and Ruth Kuhl both received financial aid that made their HWS educations possible. As a result, they have made

the same true for future generations of HWS students through scholarship support.

1998 Generating Ideals & Transforming Lives Campaign ends with $102 million including $44 million in planned gifts.

1999 Mark D. Gearan becomes the 26th President of HWS.

2001 Jean Reeves ’34 estate provides funding for the Arts Scholars program.

2002 Thomas Truslow ’27 bequest supports Geneva Scholarship Associates.

2002 Campaign for the Colleges begins.

2001Horace Allen ’85, a social entrepreneur whose non-profit organization is dedicated to the graduation and employment of young black and Latino men,

named the Colleges as a beneficiary of his life insurance. An accomplished student who majored in economics with minors in sociology

and religious studies, Allen was also a four-year varsity letter winner on the Statesmen football team.

1987 | 1988 | 1989 | 1990 | 1991 | 1992 | 1993 | 1994 | 1995 | 1996 | 1997 | 1998 | 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014

The Wheeler Society: A Timeline of Transformation2007 The estate of Peter Trias ’70 establishes an endowed fund for poetry and creative writing.

2003Pietro ’67 and Maria del Fabro – devotees of all things Italian – establish a bequest to fund a scholarship for study in Italy. In 2006, they created The Ruth Black Undergraduate Study in France Endowed Fellowship named for a dear friend who was a devoted Francophile.

2005 Howard “Spike” Davidson ’55 and

Jackie Askin Davidson ’55 establish a charitable gift annuity in celebration of their 50th

Reunion and their 50th wedding anniversary.

2012 Campaign for the Colleges reaches $205 million including $60 million in planned gifts.

2014 The Wheeler Society reaches its 25th anniversary.

2010 Art de Cordova ’56 estate completes funding for de Cordova Hall.

YEARS

2011Following a family tradition, Lisa Fasolo Frishman ’99 and Aaron Frishman ’00 – son of Wheeler Society members Professor of Economics Alan Frishman and Ronny Frishman – have made a bequest for scholarship support in their estate plans. It is possible that Jack (pictured with his parents) will carry on the legacy in the Hobart Class of 2032.

2009HWS Trustee Gail H. McGinn ’73, now retired but formerly one of the highest ranking civilian women in the U.S. Department of Defense, established The McGinn Endowed Scholarship Fund in recognition of her spouse Larry McGinn’s fondness for and support of William Smith along with Gail’s own longstanding devotion to her alma mater. Her bequest establishes a scholarship for character, leadership, citizenship and scholastic accomplishments.

YEARSLegacies Created. Lives Changed.

The Gift of Endowed ProfessorshipsIn 1999 on the occasion of their 50th Reunion, a group of more than 80 grateful Hobart alums established, through numerous outright and planned gifts, the John Milton Potter Professorship in the Humanities in recognition of President Potter who “enriched so greatly the teaching mission of these Colleges.” Professor of Art Philia Yi, here working with a student, currently holds the Potter Professorship.

Planned Giving that Works for You and for HWS Those who establish planned gifts with Hobart and William Smith, whether teachers, accountants, entrepreneurs or entertainers, are giving back to a place – and the people – that helped shape their lives. These gifts, large and modest, come wrapped with memories and experiences – a legacy to pass on to new generations of Hobart and William Smith students.

When contemplating a planned gift it is important to assess your financial needs as well as the nature and purpose of your gift. Whether your intent is to give to the Colleges’ general endowment, which provides the institution the greatest flexibility, or to support an area of particular interest such as scholarships, athletics, building endowments or professorships, you can create your own lasting legacy.

Planned giving can achieve charitable and financial goals for you, your loved ones and the Colleges. Prudent planning presents the opportunity for you to realize a level of philanthropy that you might not have thought possible, and the planned giving staff can work with you to make the process relatively easy.

James Foster ’46 established a bequest to provide endowment support for the Finger Lakes Institute and its important mission of environmental research and education about the Finger Lakes and the surrounding area.

“Stroke of Pen Gifts”The most straightforward planned gift is to name the Colleges as a beneficiary of your will, retirement plan and/or life insurance policy. These “stroke of pen” gifts are easy to set up, give you control of your assets during your lifetime, allow you to change your intentions at any time, and may reduce estate and income tax liabilities.

Bequests: A bequest is a legal provision made by will or living trust through which you can name HWS as the recipient of whole or part of your estate.

Sample bequest language:I/we give to Hobart and William Smith Colleges, located in Geneva, New York, the sum of $ ________ OR ________% of my/our estate, to be used for the benefit of the Colleges.

Retirement Plan Assets: By naming HWS as a percentage beneficiary of your retirement plan, such as your IRA or 401(K), you may reduce the size of your estate and potential income tax exposure for your heirs. Your plan administrator can provide you with the proper documents.

Gifts of Life Insurance: You may name HWS as a percentage beneficiary of a policy that you have purchased or you received from your employer.

Life-Income GiftsThere are numerous ways to establish a planned gift for the Colleges while providing life income for yourself and/or loved ones. These annuity and trust arrangements often provide tax advantages as well as predictable lifetime income.

Charitable Gift Annuity: In return for a gift of cash, appreciated securities and/or real estate, HWS will pay you and/or another beneficiary fixed income for life. You receive a charitable income tax deduction the year in which you make the gift and a portion of the fixed income you receive is tax-free. If funded with appreciated securities, the capital gains tax is reduced.

Deferred Charitable Gift Annuity: Similar to a charitable gift annuity, this deferred vehicle begins income payments on a predetermined future date, allowing you to secure future income for your retirement while making a current gift to HWS.

Charitable Remainder Trust: These trusts can be established with gifts of cash or appreciated assets, such as real estate or securities. You and your designated beneficiaries receive income of at least 5% for life or a term of years. The annuity trust provides a fixed-dollar amount annually; the unitrust pays a variable income based on an agreed fixed percentage of the trust’s market value, revalued annually. Each type of trust generates a charitable income tax deduction and may reduce capital gains tax. HWS can act as trustee of a charitable remainder trust, if you choose.

Other Gifts to ConsiderMany individuals find they have assets of various kinds that they don’t necessarily need and would like to convert into a meaningful gift to the Colleges. There are a number of ways you can transfer assets outright or create a trust that may provide tax advantages to you as the donor and provide a great resource for the Colleges.

Gifts of Appreciated Securities: You can make an outright gift to HWS of appreciated securities or use them to fund a life income arrangement, such as a gift annuity or charitable trust for you and your loved ones, and in the process avoid capital gains tax.

Gifts of Real Estate: Similar to gifts of appreciated securities, you can give your property to the Colleges outright or use it to create a lifetime income (charitable remainder unitrust) for you and your loved ones.

Gifts of Life Insurance: When you make HWS the owner and beneficiary of a life insurance policy, you may take an income tax deduction on the value of the paid premiums and depending on the nature of the policy, the Colleges can cash in the policy or receive the death benefit.

Dr. Sandra Rivera ’85 named the Colleges a beneficiary of her retirement plan: “I believe that your money is like your vote – you have to put it toward what you really believe in. And I believe in William Smith College … because my experience there changed my life.”

Goal Option Benefit

Defer a gift until after your lifetime

Add a bequest to HWS in your will (cash, property, or a share of the residue)

Estate tax deduction and you keep assets in your control during your lifetime

Secure a fixed income while avoiding market risks

Establish a charitable gift annuity

Tax benefits and often a higher rate of income from assets

Maximize heirs’ inheritance while giving to HWS

Name HWS as beneficiary of your retirement plan, leave other assets to family

Reduced estate and income tax

Create income from appreciated real estate or marketable securities

Establish a charitable remainder unitrust

Receive tax benefits and a variable income stream for life

Avoid tax on capital gains Give appreciated stock or bonds held more than one year

Income tax deduction and avoidance of capital gains tax

Share a collection or other personal property of value

Donate tangible personal property related to the Colleges’ educational mission

Charitable deduction based on the full fair market value of the items

Make a large gift with little cost

Give a life insurance policy you no longer need

Current and possible future income tax deductions

Avoid capital gains tax on the sale of a home or other real estate

Give all or a percentage of your real estate to HWS

Income tax deduction, plus elimination of capital gains tax

Give all or a percentage of your home or farm but retain life residency

Create a retained life tenancy gift

Continue to enjoy your home and receive a charitable deduction and a reduction in the value of your estate

Planned Giving Vehicles – You Make the ChoiceThe following chart indicates benefits associated with various types of planned gifts. In addition, the Colleges planned giving staff can work with you and your legal and financial advisers in confidence to steer a course that makes the most sense for you.

During the Hobart Launch in 2008, Wheeler Society member John Enright ’95 shared his thoughts with the graduating seniors. He told them, “The Hobart experience is a lifetime experience.” And his Wheeler legacy will live on forever.

To learn more about the various planned giving options that are available to support Hobart and William Smith:

• Return the enclosed card and a member of the planned giving team will contact you,

• Visit the planned giving website, www.hws.edu/legacy, or

• Initiate a confidential conversation by contacting Leila Rice, Associate Vice President of Advancement at (315) 781-3545 or rice@hws.edu.

Membership in The Wheeler SocietyThe Wheeler Society recognizes individuals and families who have created a planned gift in support of Hobart and William Smith. As a member of this group, the Colleges will recognize you with a Wheeler Society pin, and you will be invited to participate in special events on and off campus, including the celebration of the 25th Anniversary of The Wheeler Society in early 2015.

Just as wearing a pin or attending a special reception cannot match the personal satisfaction received from supporting the Colleges in this way, these simple acknowledgements cannot express the depth of our gratitude to Wheeler Society members. Many who make a planned gift will not see the results realized during their lifetimes. Wheeler Society members have a demonstrated confidence in the institution and faith that their gifts will make an important difference for years to come.

You become a Wheeler Society member when you notify the Colleges of your gift intent. Because we understand the personal nature of this type of gift, you need only share information that you are comfortable sharing. By adding your name to the growing list of Wheeler Society members, you will help to encourage others to follow your lead. Of course, if you prefer to remain anonymous, we will honor those wishes.

Thank You Wheeler Society Members

A s we approach the 25th anniversary of the Wheeler Society, we thank those – past and present – who have established planned gifts in support of the Colleges.

The Colleges’ mission is to provide a first-class liberal arts education for the next generation of HWS students and those who will come after them. As stewards, we can only fulfill this mission through partnership with alumni, alumnae, parents and friends who elect to support Hobart and William Smith in the most generous ways possible. This list represents The Wheeler Society, those who have made planned gifts in support of the Colleges as of December 31, 2012, and we thank them all for helping in the transformation of Hobart and William Smith.

1901Keating L. Simons+

1913Louise Perrine Frost+

1915The Reverend Seth N. Genung D.D. ’65+ M. Ruth Yerkes+

1917Elizabeth R. Durfee+

1918Clinton B. Cole+Blanche L. Fairfax+

1919Hellen M. Reid+

1920Orlando S. Brewer P’54+Anna Tremaine Brooks+

1921Theodore Baird+Marion Crandall Gordon+

1922Margaret Doran Brewer+Helen Nelson Briginshaw+

1923Geneva M. Overacker+Wallace V. Pitt+Daniel C. Swanson+Dewey E. Thomas+

1924W. Raymond Hughes+Grace Patrick Ward+

1925Alexander S. Campbell+Wellman C. Daniels P’52+Myron J. Dybich+Edwin L. Fisher+Augustus H. Hillman P’58, P’61+Helen M. Overs L.H.D. ’66+ Clifford E. Orr P’59, P’62+

1926Beatrice Stahl Biggs+Robert M. Cameron+Howard E. Gorton+Dorothy McKee Thomas+Edward L. Urquhart+

+ deceased

Wheeler Society Members

1927Anonymous+Gordon H. Bennett+The Reverend Dr. Alvin S. Haag+Harold E. Klue+Frederick V. Sinclair+Stanley Shepard, Jr.+Thomas H. Truslow+

1928Irene Graves Harer L.H.D. ’82+ Richard M. Packard+Donald D. Rogers+

1929Jane Carlyle+Althea Schwickhard Crane+William F. Hamilton LL.D. ’80+Ruth E. Keevil+Helen Gast Paull L.H.D. ’75+Hugh W. Vanderhoof P’58+Francis A. Young+

1930William B. Howell+Ralph E. Konduct+Doris Allen Lund+

1931Anonymous+Leonora Patterson Berry P’58+Irwin S. Boak+Henry S. Burleson+Helen Doran Cooney P’63, P’64,

GP’04+H. Muriel Hodge+Florence Knettles Kunneman+W.G. Rocktaschel+Kimball S. Smith+Raymond W. VanGiesen+

1932The Reverend Alger L. Adams ’32,

D.D. ’83+James W. Bampton P’68, GP’92,

GP’95+Frances Mason Hansson+Kenneth F. Hetzler+Hilda McCarthy Holloway+Alice Weston RoundsThe Reverend George B. Wood+

1933Virginia Tomlinson Cross+John H. Lytle, Jr.+Ralph S. Silver, Jr.+James A. Travis+Ruth F. Walker+Elizabeth Eaton White P’70, L.H.D. ’03+Marjorie Willcox+

1934Frances Rogers Brown+Ethel Cermak P’68, Sc.D. ’51Hetty Frye Condon+Ralph E. Graefe+Lucile Holtby Harford+Alice Aplington Harper+Jean W. Reeves+Joseph E. Treat+

1935George C. BossardGilbert C. FreemanLeighton P. Harvey+A. S. Kenyon, Jr.+Ella Russ McCann Sc.D. ’56+Charles I. Miller+Nicholas A. Rasetzki+Charles W. Walker+James W. Wilson+

1936Elmore H. Broadhurst+Virginia E. Hawkins+Sydney L. McLouth+Henry C. Moffat+Robert Ray Mulligan P’62+ Frank P. Smith P’75, Sc.D.’69+Arthur D. Stein, Jr. P’61+G. Donald Whedon P’70, Sc.D. ’67+

1937Frances L. Brent+Frank H. Gilmore+C. David Haskins+Vivian S. Legg+Shirley Stevens Mulligan P’62+John Somerset+Samuel G. Warr+Joseph O. Young+

1938Margaret L. Allen+Knud Borglum+William Kashouty+Ann Visscher MacLeod P’66+Calvin W. McKee+Harry B. Pinkerton, Jr.+Gordon E. VanHooft+Katharine Fitch Wyant P’74, GP’07+

1939Frederick W. Moore P’65+Frederick T. Neumann+Robert L. Grey+The Reverend Warren E. Fowler+Robert W. McClelland+

1940Anonymous+George E. Douglass+Stephen W. EatonH. Newton Hubbs+Dorothy Haight OwenJean Jackson Scully+David J. Spears+James Soule+Cora Alter Vere P’65, P’71

1941Anonymous+John E. Armstrong+John H. Cozzens+Samuel S. Duryee, Jr.+Dorothy Eggar Engler P’64C. William Fitch+Joseph G. HallCanon A. Rees Hay+John H. Nair+John A. RemsenEarl C. Richards+Laurence G. Roth P’74+ Kenneth O. WatermanJames D. Wilson+

1942Anonymous+AnonymousMuriel H. BedellJanet Brenner Dreyfus+Betty Allsopp EatonJames M. EllisCharles J. Falk+

Herbert T. Fitch+William E. Grant, Jr.Dr. Jane Allen Hallenbeck+John C. Mott+Stanley H. Rich+Catherine Kirchner Roth P’74 Charlotte Luttrell SpearsEdward Weisenbeck+

1943Arlene Hitzmann Abbott+Robert M. Burns+Miriam Raben Epstein+Barbara J. Johnston+Ivan W. Kuhl Benjamin S. Sanderson III+Samuel S. Shorter+Margaret Howe Smart P’70+Marjorie U. Sutterby+

1944AnonymousCharles V. Adair P’71Willis A. Adcock P’71, Sc.D. ’89+James W. BeallMr. Levant M. Himelein, Jr. P’73+ Grady E. Jensen P’83, L.H.D. ’04 Charles R. Keene+Ruth Amidon Kuhl+C. Stuart Littwin P’84+ Hallock Luce, 3rd P’71+George H. MatterJanet Kitchell Rich+ Eleanor Harrison Smith

1945Constance Dean Adair P’71 Edward A. Knight+William E. Langeland+William J. LutkenhouseMr. Willard P. Moody+Mrs. Elizabeth Kline Stiles P’68+ Mary Howard Swope+Joseph TranchinaF. Ross Zornow P’78, P’84+

1946Gifford B. DoxseeJames A. Foster, Jr.+Richard N. Levy Warren M. Shaddock P’75, GP’09

1947Francis C. Norton+Henry F. Rosenthal P’75Ralph E. Springstead+Shirley Costich Zornow P’78, P’84+

1948Clarence A. Davis, Jr. Richard L. Hopkins+Mary Louise Walworth Koch Thomas R. Kolarich Albert J. Lahr, Jr. Robert B. Lucent Jane S. Ritter L.H.D. ’05+Barbara McEwen Rosenthal P’75Gloria Stebbins Stoicoiu William H. Rossiter+John R. Waterhouse

1949AnonymousPhyllis Kalmbach Baer+Daniel B. BerksonAnthony S. Bridwell L.H.D. ’82 Robert Coe+Charles H. Gardner, Jr. P’79Herman May+Edward B. McCauley+George E. Paulsen+Walter Penk+Hector D. Petri+William F. Scandling LL.D. ’67+ Ralph A. SchwaikertDonald E. WanderseeNathan M. Weiss

1950Anonymous+AnonymousJohn B. BaerDonald M. Brennan+Charles P. Boswell IIJames O. CondonElizabeth Spannaus Diggs P’84Thomas L. Evans P’74, GP’07+Newell D. Hale P’95+Imogene B. Helm P’80James M. HindleRichard F. Hunt P’76Harold J. Jones+Howard L. Lewis, Jr. Theodore C. Max P’78, P’80

Marcia Dauksys McClearyRobert W. OlmstedGordon F. Satterley Gilbert S. Small GP’15Albert Sunderland, Jr. Richard Waters P’82, LL.D. ’70Nancy Stone Wilson P’74Lloyd A. Wright+

1951Anonymous+AnonymousAnonymousAnonymousWilliam A. Barron, Jr.+Bruce N. Bensley P’98, L.H.D. ’01James W. Berston+Stuart BobryNancy Turner Campbell Miriam Brehmeyer DahlkeRobert J. DemuthDavid M. Heminway+Arthur L. Hill Frederick Hovey III+James Spencer JacksonHugo W. Matson+Marilou Gibbs Moorman The Reverend John C. Owens+Henry Sigourney+Paul H. Stearns+Joyce Butler SunderlandJohn I. Tappen+William F. Williams+

1952AnonymousCarl L. AustinCharles G. Brewer+William P. Burrows P’85, P’90, GP’15Margaret Kwei ChangRuth S. Collings Judith Haslam Cross P’85, L.H.D. ’00Emily Kuempel Dalgarno Ronald A. D’ArcangeloRoderick A. Guerdan+Dustin C. McCreary+L. Thomas Melly L.H.D. ’02David W. Mooney GP’15Shane Fitzpatrick Mooney GP’15John A. Nellis+Janet Dayton Neilly P’81Roderic H. Ross LL.D. ’79

The Gift of Endowed FellowshipsJulius “Randy” Blocker ’53 – above with President Gearan – was a visionary whose interest in Germany began at Hobart and deepened during his time as a graduate student at Columbia and as a Fulbright Scholar in Germany. He always credited his Hobart education with setting the foundation that led to his success and his lifelong love of learning. Upon his death in 2007, a portion of his estate was directed to the establishment of The Julius G. Blocker Endowed Fund – in honor of his mother – that now supports HWS student fellows studying in Germany.

Herbert D. ThomasLeila A. Welikes+

1953AnonymousRosemary Francis Atkinson+Stergeos G. Arvantides P’88, P’04Ann Bartlett BeattieJulius G. Blocker+Katharine Wood Brown Helen M. Collings Dean J. Fero Alan D. Frazer Ellen Koeberle Kimbrough P’84Barbara Calkins LeFevre William Michels Donald M. Mitchell, Sr.+Michael L. Printz Patricia Johnson Ross

1954Franklin D’Aurizio Shirley E. Eaton+ Robert E. Ford P’80, GP’13Warren J. Geiger+Elizabeth North McCutcheon L.H.D. ’80Thomas E. Rockwell+Pauline Anderson Sammis Peggy Hillsgrove SpirakisS. Richard Spitzer P’83Stephen W. Woodworth+

1955AnonymousAnonymousJane Hubbard Backus David W. Carpenter+Howard M. DavidsonJacqueline Askin Davidson Roy Dexheimer P’86, LL.D. ’80Paul F. Griswold, Jr. Barbara A. Kastner Patricia A. Lussow+Edward T. PollackElizabeth Marsden Snyder Kenneth H. Spitzer David H. Warshawsky+

1956Margaret De Waters Bassel Harold C. Britt

Alfred E. Brooks, Jr.Albert L. Brunell+James F. Caird L.H.D. ’12Arthur E. de Cordova L.H.D. ’05+C. Arnold Decker, Jr. Charles C. Hayes P’82Phillip S. Hyatt Heather Moden Jones P’90Barbara Hicks Kling P’89, GP’15Marcellus Liotta+Paul M. Olson

1957AnonymousAnonymousDonna Case Britt Gorham A. CowlBonnie Lee Durkee DeckerWilliam A. Kling P’89, GP’15Barbara Lynch Springstead L.H.D. ’90Robert N. Willing, Jr. P’82+

1958AnonymousBarbara Smith BlockMuriel Slayden Everhart Lois London Hutzler+Robert C. Lieberman P’86, P’88, P’98Margaret Adema Noeltner A. Leonard Nusbaum Mr. David S. K. Platt P’88+John J. ReinheimerPeter F. Scheler

1959AnonymousGeorge N. AbrahamEric Hall Anderson Richard C. Block William J. Corbett Richard C. Davison David A. Harrington Janet L. Lacy Michael L. Opell Nancy V. Platt P’88Frederick A. Scheeren Leslie J. StarkJoseph D. Waters

1960AnonymousMartin Farber Susan Steinberg Lieberman P’86,

P’88, P’98Frank B. Molter Ellen Levine Opell William T. RobertsonCarol Hayden Warren John R. Wheeler

1961Anonymous+AnonymousPeter R. Caldwell Jane Tuthill Chapman P’91Frederick M. CroftsMalcolm Goodridge III P’94Burton H. Harris Perry M. Jacobstein Roger E. N. Kitzman Kenneth A. KreinhederCharles T. Kyle+C. Gale Martin+Gary L. Miller+Marcia Burgeson Novey+Gwen Palmer+George H. PriceMorton H. RednerJudy Matejka Reichler P’94, GP’15Robert A. WarrenArno F. WittigDavid Zeller+

1962AnonymousRobert M. Davis Frank B. Granger Suzanne Moule Hettrick Henry L. Mortimer

1963AnonymousAnonymousAnonymousSilas R. Anthony, Jr. Philip M. Barnett Charles R. Bradner P’97Anne W. Cooney P’04David F. Gipner P’95Henry R. Holden P’84, P’89

Chester D. Hooper P’92John W. Kunkel Charles H. Salisbury, Jr. P’94,

L.H.D. ’08Barbara Pedersen Shapiro

1964AnonymousAnonymousAnonymousCharles E. Cloughen, Jr. Keith E. Fleming Mildred Wight Goldstone Thomas K. Hadlock Stephen C. Johansen David R. Lewine Joseph W. Mechem P’91Raymond W. Palmer Peter L. Smith Susan R. Strauss Geoffrey H. Wood

1965AnonymousJames F. Anderton IV Herbert M. Bonney II Harry W. Bowman William C. Butcher Jack Fruchtman, Jr.David F. Gwynn Stephanie Shires Hooper P’92Robert E. KandelCharles J. Kershaw, Jr.+John Mavromatis P’14William D. Persell Barbara E. Tornow

1966AnonymousJames W. AlbrightPatricia Kelly ArgueHal B. Buchanan+Timothy O. Carberry Michael F. David John H. Ehrlich Katherine D. Elliott L.H.D. ’08William F. Guardenier Stephen L. Hecht Barbara Evelyn HerrEdie Sparago IronsH. Read Jackson

Charles W. Jewett, Jr. Eric Lax L.H.D. ’93John E. Norvell P’99, P’02Mara O’LaughlinE. John White III P’94

1967Stephen L. Cohen Pietro del FabroFrank A. Dominguez Worth Douglas Christopher M. Flanagan Alden B. Flanders P’00Nicholas T. Goldsborough Ellen Arnold Groff P’93+Sally E. Howe Calvin J. Kendall William P. LaPlant, Jr. David T. Lyon Richard R. Pugh Susan F. Sharin Edward S. Smith

1968AnonymousAnonymousRobert E. ArnoldCarl J. Barba, Jr.+Louis A. Carmichael P’02Birgitte M. Flanders P’00W. Richard Hamlin P’97Ralph M. Peter Harter P’92, P’95Dorothy A. McMillan Robert S. V. PlattenGeorgiana PrinceSara M. SendelbachDemetrios P. Tsacoyeanes P’13, P’15Donald W. Washburn Douglas R. Whinnery

1969AnonymousAnonymousBarbara Maynard Chilson+Mary Chermside FlanaganAntoinette Vorisek RichardsonAnne Schwarzkopf+Thomas G. SnowAnn Pusack Wilt

1970T. Peter Brizee P’03David A. BuddMichael R. Dick P’09Patricia C. Endweiss Daniel E. Kohn David K. Lenkowsky William J. Reckmeyer II Christine Roberts Roy Glenn J. Satty+Anne Winchell SilverPhilip M. SmithPeter J. Trias+Rachel Boehme Votaw Christine A. Wardell Richard L. Wasserman

1971AnonymousAnonymousAnonymousTimothy R. BurroughsDeborah K. CroninBradley Davidson IV P’04, P’08John Q. Easton Christie M. Hayes Wendy D. Puriefoy

1972AnonymousAnonymousAnonymousAnonymousDavid Arthur Jean Ellen Barrett Paul F. Colarulli Charles T. Cooper Shelley Lochhead B. J. Scamuzzi+Carol A. Ulmer Gary L. WeatherbyMaureen Collins Zupan P’09William N. Zupan P’09

1973AnonymousJill D. Delman Joanne E. Dunne Gary W. Hager+Gail Herman McGinn Clarke H. Narins

Thomas J. NordstromWilliam T. Whitaker L.H.D. ’97

1974AnonymousMr. Ronald H. Axelrad+Steven B. AyresStephanie Steiner BergeJay A. FinkelJeremy N. Foley David K. Higgins Carol Spadaccia Kimmerle P’01W. Cannon SpotswoodSally A. Webster

1975AnonymousPeter L. Adams+Karen Goodfriend ChaffeeSusan Wight Craddock Thomas P. Fuller Robert Y. Garrett IV Betty A. Good Carol Davidson Gottliebsen Mary E. HughesJay M. KaplanKurt M. Langer

1976Margaret BrownHerbert J. McCooey, Jr. P’04, P’09 Allison Morrow Suzanne S. Murray-Bissonnette Joseph C. Whiddett Carol Brotman WhiteBeth Yingling

1977Ira G. Goldschmidt Katherine R. MacKinnon Dwight B. Shepard P’04

1978Donald J. Atha, Jr. Sarah Gaffin Edward S. Rosenthal

1979Alan W. Dunn+Timothy S. Eden Mark D. ForgeaDaniel R. Friedman

Persis D. Luke Elizabeth Oakleaf Polly S. Patterson

1980Kathryn Edds Blackburn Francine J. D’AmicoSteven I. GottliebRichard E. Groot Eric B. PropperKemp C. Stickney Bonnie Tourison Sweeney P’10

1981AnonymousN. Harrison Buck P’12Carol Scalea DeMoulinMartha L. TaylorBradford C. Williams P’14, P’16

1982AnonymousK.C. Cassell P’07, P’10, P’12Toni Dailor GreenleePaul C. Harden Douglas L. Schutte P’11, P’14

1983Carl J. Braunagel, Jr. Christian A. Coffin William C. Green Adele F. SchlotzhauerLisa M. Taylor R. Joseph Tripp Todd F. WashburnCatherine Whitney Welles P’12, P’15

1984William A. Branch Sigrid A. Carle Timothy J. Shea IIChristopher S. Welles P’12, P’15Aubin E. Wilson

1985Sharon M. Akkoul Horace D. AllenDaniel E. DonnellyJoseph D. Regan P’13Sandra A. Rivera Pamela Prichard Skillman Stephen M. Skillman

Craig M. Stevens Erik J. Van SlykeWalter J. Taylor+

1986Laura Sweeney Brophy P’12Mark A. Sackson

1987Christopher M. Biehn Kathleen McCullough Brown Lisa Cole Eimers Edmund L. Kidd, Jr. Christopher J. RevereElizabeth Standish Sackson

1988AnonymousAmbrose A. Carr III Karen Ilacqua Reuscher

1990Matthew P. Kerwick Richard G. Pinckney

1993Benjamin D. Allshouse

1994Deanna Perin Egelston Laura E. Strickler

1995John P. Enright Benjamin G. Foster Velia E. MelroseNicholas C. E. Pollard Alexandra Rosenfeld Joanne Finkelstein Schell

1996James C. Baker Winston S. Bragg Michael F. Fudzinski

1999Lisa Fasolo Frishman

2000Aaron D. FrishmanMichael T. Harms

2003John D. Reese

2004Jeremy A. Cooney

2008Skylar A. Beaver

ParentsAnonymousAnonymousAnne G. Archibald GP’92+Norma Bristol P’67+Dr. and Mrs. Kenneth R. Carle P’82,

P’84, P’90Kerry L. Cassell P’07, P’10, P’12Mr. and Mrs. Langdon P. Cook P’99,

P’05, L.H.D. ’12Hazel M. Farrington P’64+Richard B. Fisher P’93+Mr. and Mrs. Alan Frishman P’00Betty Hale P’95Helen Dixon Kunzelmann P’64, GP’93+Helen Lussow P’55+Marilyn N. McIntyre P’91Stephen R. Morrow P’76+Eleanor Moore P’65+Marion R. Nettleship P’64, P’65+Mr.+ and Mrs. Alfred J. Pawlikowski

P’99Mr. and Mrs. Peter C. Rogers P’03Mrs. Mary McCormick Scott-Craig

GP’92+Dorothy Evans Spears GP’92Lynne C. Van Etten P’85Mr. and Mrs. David C. Warner III P’06Kelly A. Young P’16Mr. and Mrs. Bryant M. Yunker P’84

Faculty, Staff and Friends of the Colleges (Non-Alums)AnonymousAnonymousAnonymousAnonymousAnonymousAnonymous+Anonymous

Lesley M. Adams HON ’12Patricia AdamsLouise E. Allison+Joseph W. AmbrosettiTeresa Amott Claire M. Barber+Louis P. Barker+Wendy BarnhartPatricia BarronSusan BassettRuth C. Benedict Nancy K. BloomerBetsy BobryVirginia A. Bossard+Anne S. Bradley+Lorraine A. BridwellPaul A. BringewattGary BurgessWilliam B. CarrJean T. Chorley+Brackett David ClarkHelen W. Conner+Kathryn D. Cook L.H.D. ’84+Edward Cuony+Nancy D’ArcangeloJerri de CordovaMaria del FabroJosephine A. Dewey+Henry F. Foote+Helen Edelman+Claudia S. Evans+Harriet O. Forbes+Gary and Melissa FountainRuth Freeman L.H.D. ’05Mark D. and Mary Herlihy GearanGladys Gilmore+A. V. Gregory, Jr.Jean Goodrich+Barbara Spitzer HachAnn Truslow HanleyHope HarveyPatricia M. Hay+Richard H. Hersh L.H.D. ’99Becky L. HibbertDiane HillLaura R. Houghton LL.D. ’61+Mary E. Kelleher+John and Nancy KleinLarry KnappAnne E. LahrCorinne A. Lee+

Olive S. Lennox+Wallace Minot Leonard+Mary Miller Lienk+Frances D. Lutz+Maurice J. Maney+Pauline May+Michael McCarthy+Phyllis McCauleyMary Alden Meeker+Carol L. MeiggsM. John MendelsohnDulcie L. MeyerRicki MichelsTheresa MilamSally MoodyRobert MoormanMargaret G. MottCharles W. NaylorRobert North, Jr.+Robert B. O’ConnorAnna PenkNancy P. PersellCasey M. PetersonBeth S. PierPatricia Boswell Prince+Leila C. RiceJane T. Richards+Joseph S. Rippey+Eileen L. Rogers and J. Frederick

RogersElizabeth B. SandersonHelen K. Selvey+Theodore S. Smith, Jr.Mrs. T. Schuyler SmithMartha E. Shonk+Elizabeth B. Spears+Jay P. SullivanJean E. ThomasMrs. Gordon D. Thorp+Anne TranchinaNicole Gillotti TricklerBart G. VanIngen+Esther VanIngen+Lorraine N. Veith+Blanchard Bartlett Walker+Jean M. Wandersee+Amy Sutton Wheeler+Schuyler Skaats Wheeler Sc.D. 1888+ Elizabeth D. WilsonPaul Zaroogian+Mark G. Zawacki

To learn more about the various planned giving options that are available to support Hobart and William Smith visit the planned giving website,

www.hws.edu/legacy, orcontact Leila Rice, Associate Vice President of Advancement at

(315) 781-3545 or rice@hws.edu.

The Wheeler SocietyOffice of Planned Giving

300 Pulteney StreetGeneva, NY 14456

www.hws.edu