jclarke

The Heart of Giving

Honoring Jan Clarke’s long career and years of meaningful connection and thoughtful giving

Jan Clarke was just a few years out of college when he got a call from his alma mater, a private Baptist school in southern Virginia, inviting him to interview for their first position dedicated to gift planning.

“I didn’t know much about the field, but I enjoyed working with people who were passionate about philanthropy or open to learning about it,” said Jan, who got his start in fundraising as a student phonathon caller.

That job launched a lifelong career in advancement for Jan, who spent over two decades at the University of Mary Washington as assistant vice president for gift planning, after working at Averett and Radford universities. He often met with alumni and friends across the country, helping them shape their legacies while supporting future generations of UMW students. In recognition of his own lasting impact on Mary Washington, the University named him an administrator emeritus when he retired in June.

“I loved hearing people’s stories – what they studied, how a professor inspired them, the lifelong friends they made, and the careers they had because of Mary Washington,” Jan said, “and helping them connect those memories to a gift that could change a student’s life.”

Among the donors he worked with were Marcy Weatherly Morris ’50 and her late husband, Juney Morris ’50, who met and fell in love at Mary Washington when they were both students; a decorated World War II veteran, Juney attended college on the G.I. Bill. Five generations of their family have attended Mary Washington, starting with Juney’s mother, who graduated in 1919.

“Words cannot express our experience with Jan during his tenure at Mary Washington,” Marcy said. She and Juney, who passed away in 2024, made many generous gifts to support their alma mater over the years, including the Weatherly Wing in Seacobeck Hall, the Morris Stage at Heslep Amphitheatre, student scholarships, and a portrait of UMW’s ninth president, Richard V. Hurley. “Jan became our ‘forever’ friend, and he and Mary Washington have been such an important part of our lives.”

Jan, who grew up in Charlottesville, earned a bachelor’s degree at Averett University, where he took accounting, marketing, and psychology to help him build the skills needed for his career. But it was the people – donors, students, and colleagues – who made the work fulfilling.

“It takes the entire team to secure a gift,” said Jan, who helped donors support scholarships, faculty excellence, academic programs, campus beautification, and more. “It wasn’t about the size of the gift. It was about what it meant to the donor – and what it would mean to Mary Washington.”

As a member of UMW’s Heritage Society, Jan’s own gifts contribute to areas that are meaningful to him, like the Fund for Mary Washington and study abroad. An avid traveler, he visited Morocco and Ireland with Mary Washington alumni through UMW’s On the Road program and just returned from a vacation in Portugal.

Besides traveling, Jan now spends his days kayaking, biking, and gardening. Still a proud supporter of UMW, he stays connected to many donors he’s worked with over the years. And he’s glad to see his longtime colleague, Jeremy Vaughn ’08, step into the role as executive director of gift planning and major gifts.

“Jeremy brings such heart to the work,” Jan said. “He’s thoughtful, genuine, and understands how to build real trust with donors. I couldn’t imagine a better person to carry our mission forward.”

For more information about estate planning, contact Jeremy Vaughn at jvaughn@umw.edu or 540-654-2063.

This story originally ran in the fall 2025 Gift Planning Connections Newsletter.

-Article written by Assistant Director of Advancement Communications Jill Graziano Laiacona ’04 

Give Back to Get Back

Prioritize year-end philanthropy to save on taxes

UMW Fall Branded Photoshoot 2023 photo of signpost with blue University of Mary Washington flag against maple trees on College Avenue. During the holidays, charitable giving is a great way to spread goodwill and make a positive impact. Not only does it benefit organizations and individuals that receive support, but you can also earn valuable benefits, such as owing less in taxes in 2025.

CASH GIFTS

Consider making monetary donations to Mary Washington and other charitable organizations before the end of the year. Many employers provide matching gift programs, which may still be available even if you or your spouse are retired. If applicable, obtain a matching gift form from your employer and submit it to UMW along with your donation.

Donating up to $100,000 can fulfill your annual IRA required minimum distribution (RMD). Although you won’t be able to claim a deduction, you’ll benefit from not having to pay taxes at your current rate. Ensure that your administrator makes the distribution directly to Mary Washington.

CAPITAL ASSETS

Assess what you already own, such as stocks, property, furniture, art, coin or stamp collections, jewelry, or other precious metals. If you intend to donate something other than publicly traded stock, a qualified appraiser can help determine its estimated value.

A gift of a capital asset to a qualified charity offers several benefits:

  • You avoid paying capital gains tax.
  • The asset is removed from your estate, which can reduce the tax burden for your beneficiaries.
  • There are savings on the costs of maintaining, insuring, and repairing the asset.
  • You may be eligible for an income tax deduction of up to 30% of your adjusted gross income for the current year. If the deduction exceeds this limit, you can carry it over and use it over the next five years.
  • You experience the satisfaction and joy of knowing your asset is being used in a meaningful way.

ESTATE PLANNING

Now is an ideal time to review your will and account records to ensure beneficiary information is up to date. If you’ve included Mary Washington in your estate plans, please reach out to the Office of Gift Planning so we can assist in honoring your wishes.

LEARN MORE

Visit https://giving.umw.edu/make-a-gift for information about cash gifts, IRA distributions, matching gifts, and direct stock transfers. If you have questions or would like to learn more about giving options, please contact Jan Clarke at jclarke@umw.edu or 540-654-2064. As always, consult with your legal and tax professionals.

– Article written by Assistant Director of Advancement Communications Jill Graziano Laiacona ’04 for the Gift Planning Connections newsletter, Fall 2024

A History of Giving Back

Alumna’s gift honors her past while looking toward the future

If Gloria Shelton Gibson ’69 could pick one person at Mary Washington who made the greatest impact on her life, it would be her history professor and advisor, Andrew Buni.

Gloria Shelton Gibson '69 established an endowment for the Department of History through her estate. Photo by John Bambach.
Gloria Shelton Gibson ’69 established an endowment for the Department of History through her estate. Photo by John Bambach.

“He challenged me, pushed me, and taught me to think,” said Gloria, who tracked down her former professor years later to thank him for his encouragement.

She has also thanked her alma mater, establishing the Gloria Shelton Gibson ’69 Program Endowment in History through her estate plan, which earned her a spot in UMW’s Heritage Society. Funds will help history students and faculty attend academic conferences, host guest speakers, engage in professional development, and more.

“I wanted to fund something outside the budget that was meaningful for the department and students,” Gloria said. “If Mary Washington made a difference in your life, you can help a future scholar by making a legacy gift to the University.”

Growing up in Halifax County, Virginia, Gloria learned about Mary Washington from her high school history teacher, who helped her secure a private scholarship. Gloria quickly fell in love with the Georgian-style architecture and green spaces on campus, and the generous faculty who fostered her love of learning. She majored in history, she said, because “it’s important to understand how our country came into being and has evolved.”

Gloria Shelton Gibson '69 is welcomed by President Troy Paino at the reception at Brompton during Reunion Weekend in 2024. Photo by Karen Pearlman.
Gloria Shelton Gibson ’69 is welcomed by President Troy Paino at the reception at Brompton during Reunion Weekend in 2024. Photo by Karen Pearlman.

Gloria had many special moments at Mary Washington, including joining the Junior Dance Company, serving in student government and as a junior counselor in Virginia Hall, and being inducted into Mortar Board. But one of her favorite memories was performing in an emotional dance called War Widows at the height of the Vietnam War. “Many of my classmates had married Marines, some of whom never came home.”

After graduation, Gloria earned a master’s degree in teaching and taught social studies before beginning a decades-long career in human resources in Charlotte, North Carolina. “It was the right fit for me,” said Gloria, who has also served on numerous nonprofit boards.

For Mary Washington, Gloria has also been involved in the Charlotte Regional Alumni Network and helped publish the Mary Washington Alumni cookbook. She regularly attends Reunion Weekend and has donated to the Beyond the Classroom Endowment, the Class of 1969 50th Reunion Scholarship, and other areas across UMW.

“I don’t think I can put into words how much Mary Washington has meant to me,” Gloria said. “I hope
my gifts show an appreciation for how I was helped along the way.”

For more information about estate planning, contact Jan Clarke at jclarke@umw.edu or 540-654-2064.

-Article written by Assistant Director of Advancement Communications Jill Graziano Laiacona ’04 for the Gift Planning Connections newsletter, Fall 2024