Planned Giving Donor Profile
Alum Keving McGuan '79 puts his Beliefs about Giving into Action
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Meet Kevin McGuan ‘79, a person who really “practices what he preaches.” As an Assistant Vice President and Senior Financial Advisor at Merrill Lynch, Kevin has built a successful 17-year career helping his clients manage their wealth through planned giving programs that benefit both the client and the charitable community. In fact, he is using his knowledge of giving and volunteering in his personal life to the benefit of Carmel Catholic High School (CCHS) and his local Long Beach California community.
Kevin has included CCHS in his estate plans, he gives annually to the school and he is giving advise to the Carmel staff about establishing Carmel’s Planned Giving Program. Kevin also is a philanthropic leader in his local community. Currently, he is Chairman of the Long Beach Memorial Foundation—$150 million budget; Vice Chair of the Long Beach Community Foundation—$10 million budget—trying to raise $25 million in the next five years; President of the Long Beach Estate Planning and Trust Council; and he is a contributor to the Long Beach “Send a Kid to Camp” Program for low income children. He also volunteers for the Long Beach Symphony and the Long Beach Historical Society.
Kevin and his wife Ana Maria have established successful dual careers. “People describe couples in our situation as DINKS (Double Income, No Kids),” he said with a laugh. “We have a double income, no children and we have achieved a level of success. So, we asked ourselves, ‘What do we do with this income?’ The logical answer is to contribute to organizations where we feel we can make a difference.”
“I really like to see organizations grow through my contributions. Giving now helps our community and country grow stronger. Planned giving helps us plant seeds for the future after we are gone,” he said. “No gift is too small or large,” he added.
Kevin decided to include Carmel Catholic in his estate because of his positive experience as a student. “I found Carmel set higher expectations for students to excel academically, helping students to become disciplined learners. The diversity of students from all parts of Lake County also encouraged me to develop better social and life skills,” he said.
Over the years Kevin has watched Carmel Catholic High School continue to grow and mature as a school, making him feel more confident that his contribution will be put to good use.
For additional information, please contact Michael C. Looby '75, Gift Planning Director at 847-388-3338.
