Planning for Retirement: Dave and Sandy Matteson Defer Life-Income Payments

Matteson-lg.jpgWhat draws people to support the Union of Concerned Scientists? In the case of Dave and Sandy Matteson, it was just another case of “voting for what you value.” In addition to investing in socially responsible funds and stocks, they invest in charitable organizations that reflect their own values.

The Mattesons, who call Crete, Illinois, home, are self-proclaimed “nature lovers” who are passionate about the environment. Their desire for a clean, healthy environment also has a personal dimension: they raised an asthmatic son so they know firsthand the long-term effects of air pollution.

As a retired psychologist and ordained Protestant minister, Dave finds UCS’s scientific integrity refreshing and absolutely critical in the thick of all the doublespeak, deception, and propaganda put forth by special interests. He says he’s more likely to read UCS magazines and other publications because only UCS explains the science behind issues in language that a layperson can understand.

“I appreciate the way UCS challenges the phony science which corporations and politicians use to diminish the importance of the human contribution to global warming,” he says.

Both Dave and Sandy focused their careers on helping others. Dave’s desire to work directly with people led him to positions as an adolescent clinical counselor, a minister, and ultimately, a psychology professor at the undergraduate and graduate levels. Sandy is a retired pediatric nurse who started her own business providing specialized at-home nursing care for long-term pediatric care patients and their families.

As they considered retirement, it made perfect sense to include UCS in their planning and direct their charitable giving in ways that would continue to help improve the condition of the world. Dave and Sandy chose to establish multiple deferred charitable gift annuities with UCS because they could make significant gifts to support our work and secure a steady income for a time in the future when they needed it most.

“Giving through the [Kurt Gottfried] Society helps us plan our financial future,” says Dave, “and gives UCS the stable source of funding it needs for the future. We enjoy immediate tax benefits and arrange for additional retirement income later while helping to ensure UCS remains a strong, effective organization for many years to come.”



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