Wendy O’Ree ’88 ’96M began her college experience at a large, public university where she quickly realized she was just a number, lost among the crowd.
Upon transferring to Monmouth, Wendy became enthralled by the personalized experience, small class sizes and dedicated faculty who pushed her to participate—even on days when she was exhausted from working full time to pay tuition.
It was during her time on campus that she landed her first job in finance. Thirty years later, Wendy points to her educational experiences here as the catalyst that launched her successful career in banking and wealth management. Today, Wendy is Senior Managing Director at Peapack Private Wealth Management.
Wanting to pay it forward, Wendy created an annual scholarship for transfer students to Monmouth. She then decided to enhance her annual support by endowing her scholarship support through a generous gift in her will. As a result, Wendy’s scholarship will continue after her lifetime, in perpetuity, to help transfer students pursue a Monmouth degree in business or the arts (her second love).
“Transferring from a big university to Monmouth is the best thing that ever happened to me,” Wendy says. “I got a hand up from Monmouth University, and now I’m happy to be giving others a similar opportunity.”
Join Wendy in helping students while creating your own legacy at Monmouth University. Contact Karen Keene at 732.571.3475 or firstname.lastname@example.org for more information on including the University in your will, trust or estate plan. We look forward to celebrating your generosity and welcoming you into Monmouth’s Shadow Lawn Society for donors who have named Monmouth in their long-term financial plans.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.