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Leaving a Legacy Gift Now

Linda ’85 and Ron Ott chose to give a Charitable Gift Annuity to Augsburg to support Augsburg’s nursing students.

“I was always grateful for my time at Augsburg and wanted to give back,” says Linda.

Linda was already working as a nurse for a few years when she decided to go back to school to earn a baccalaureate. There weren’t many programs that had what she was looking for, until she found Augsburg.

“Augsburg faculty and the school meets students where they are. One example of this was with my transfer requirements for a physical education course. I was in a golf league and my professor said, ‘The spirit of this requirement is met.’ Not all schools will work with students like that.”

After graduation, Linda worked as a nurse for the VA hospital for many years. When Linda and Ron found themselves in a position to give back to their alma matters, they decided to set up Charitable Gift Annuities.

“A Charitable Gift Annuity is a way for us to do something now that ensures Augsburg has funding. It also provides tax advantages, and a little income back to us each year. Quite frankly, Augsburg made the whole process very easy, even to split our gift between a few different programs we want to support.”

Small for our students, big for the worldLinda requested their gift to Augsburg be split between the nursing program and nursing student scholarships. She wants other students to be able to achieve higher degrees in nursing, since she was able to advance her nursing career through Augsburg’s program.

With the income that comes back to them each year through the charitable gift annuity, the Ott’s love to travel. They routinely travel to new places and enjoy visiting Switzerland in the summer.

Interested in learning more about a charitable gift annuity?

If you are interested in learning more about using a charitable gift annuity to establish a gift at Augsburg, please visit Plan My Legacy. Institutional Advancement Director Heather Riddle has also recorded a video about what CGA’s are and how they work. You can view it on her YouTube channel.

If you would like to speak with someone about giving, please contact:

Amy Alkire
Assistant Vice President, Institutional Advancement
612-330-1188
alkirea@augsburg.edu

Participating in His Estate Gift

<em>Augsburg students in Vanuatu, including Mark Johnson ’75 and Professor Tim Pippert</em>
Augsburg students in Vanuatu, including Mark Johnson ’75 and Professor Tim Pippert

A few years ago, Mark Johnson ’75 updated his estate plans to include Augsburg. He wanted his estate gift to honor Professor Joel Torstenson, the “father” of Sociology at Augsburg who started the Metro-Urban Studies program at Augsburg in 1971. Mark was one of the first students to graduate from Augsburg’s Metro-Urban Studies program, now called Urban Studies. He also went on Augsburg’s first Scandinavian Urban Studies Semester trip to Oslo, Norway. Mark’s gift will fund a professorship for faculty in the Urban Studies or Sociology departments.

Mark has been very involved at Augsburg since graduating in 1975. Along with joining the Board of Regents, Mark has been in constant contact with the Urban Studies and Sociology departments. And his connection has gone above and beyond monetary gifts.

“Community involvement is important,” Mark said. “My job was a chance to encourage people to reach out beyond themselves and to seek ways to be a bridge builder of relationships.”

As Mark witnessed the impact of quality faculty in today’s educational environment, he wanted to support the transformational effect of an education rich in experiences. This is why he started the Torstenson Scholars in 2015.

Professor Joel Torstenson
Professor Joel Torstenson

Joel Torstenson came to Augsburg as a history major from rural West Central Minnesota. After graduating in 1938, he worked in education for farmer’s co-ops. He began teaching part-time at Augsburg upon earning a master’s degree in history and sociology. During the war years, he became involved in the peace movement and participated in establishing a cooperative farm community, which led to employment with Midland Cooperatives as an educational director and community organizer. In the fall of 1947, President Christensen invited him back to Augsburg to develop its programs in social work and sociology while completing his doctorate in sociology at the University of Minnesota.

Today, the legacy of Joel Torstenson lives on through the Torstenson Scholars program, sociology and metro-urban studies majors, the Strommen Center for Meaningful Work, HECUA, and the college-wide “Engaging Minneapolis” requirement. Torstenson’s work also gave birth to the college-wide requirement that started as the “Urban Concern,” which was succeeded by the “City Perspective,” and is now known as the “Engaging Minneapolis” requirement.

Students in the Torstenson Scholars program are financially supported for one academic year, which includes a research trip with the Sociology or Urban Studies department. Mark’s funding has been used in four significant trips: a research trip to Vanuatu in September of 2018; two research trips to Williston, North Dakota, in 2017 and 2019 to study the effects of the oil boom on a small town; and a community research project in Two Harbors, Minnesota, Mark’s hometown.

As a Regent, Mark came to understand the significant positive impact of philanthropy at Augsburg.

“The question always has been: How can we manage change for the good of all?” says Mark.

He didn’t want to wait for the day when the estate gift would arrive at Augsburg’s door. Instead, he decided to launch the Torstenson Professorship now so he can actively participate in the things that will be supported by gifts in his estate plan. Mark also wants to encourage his fellow Auggies to join him in honoring Professor Torstenson.

Mark has seeded the endowed professorship fund with a gift of $50,000 and an available match of another $100,000. He hopes others will join him by giving to the fund to remember Joel’s legacy.

“Joel touched many lives and I think a contribution to the professorship is a great way to commemorate that. All contributors to this fund – a small gift or large gift – will be acknowledged equally,” says Mark.

Until the endowed fund reaches $250,000, Mark is funding the professorship annually.

Briana Mitchell ‘19, Britta Andress ‘19, and Sociology Professor Tim Pippert in Vanuatu
Briana Mitchell ‘19, Britta Andress ‘19, and Professor Tim Pippert in Vanuatu

“We are so grateful to Mark Johnson for his generosity and vision in honoring the Torstenson legacy at Augsburg with this professorship,” says President Paul Pribbenow. “It is particularly meaningful to me that Professor Tim Pippert will be the first incumbent of the Torstenson Endowed Professor. I have had the privilege to teach with Tim and to witness his commitment to our students.”

Professor Timothy Pippert joined the Augsburg faculty in 1999.  He holds bachelor’s, master’s, and doctoral degrees from the University of Nebraska-Lincoln. His teaching interests center on family systems, juvenile delinquency, homelessness and affluence, statistics, research methods, and race, class, and gender. In 2011, he received the Distinguished Contributions to Teaching and Learning – Excellence in Teaching Award.

If you would like to donate to the Torstenson Professorship, or are interested in funding a new professorship, please contact Amy Alkire at alkirea@augsburg.edu or 651-323-4844.

Donors Seek to Remove Cost as a Barrier to Education with the Paul ’84 and Nancy Mackey ’85 Mueller Presidential Scholarship

Nancy Mueller, President Paul Pribbenow and Paul Mueller
Nancy Mueller, President Paul Pribbenow, and Paul Mueller. Photo courtesy of Coppersmith Photography.

Ask Nancy Mackey Mueller ’85 about her family’s planned giving history and philosophy, and her answer will be succinct: “We’re all in.”

Indeed they are, for reasons that both she and her husband, Paul Mueller ’84 articulate clearly. Their commitment goes deep. Paul served on the Augsburg Board of Regents for 12 years and currently chairs Great Returns: Augsburg’s Sesquicentennial Campaign. Nancy was named to the Board in 2018. They have donated often over many years, including a previous bequest to support the Hagfors Center for Science, Business, and Religion, and most recently designated a planned gift to create the Paul ’84 and Nancy Mackey ’85 Mueller Presidential Scholarship, valued at $1,000,000.

“We both felt that our experience at Augsburg gave us the keys to success for our future,” explains Nancy. Their college experience was not only positive but also rigorous, preparing them for challenging graduate work and distinguished careers. “We were both encouraged in different ways. As the only woman in the physics department at the time, I was always very much supported. I never felt I had to prove myself any more than the guys in my major, and that gave me the confidence to stretch myself.”

Coming to Augsburg

Nancy became a structural engineer, earning a master’s degree in aerospace engineering at the University of Maryland and helping the U.S. Navy design submarines before eventually becoming a physics and chemistry teacher at Mayo High School in Rochester. She had followed her father and her aunts to Augsburg, where she first met her future husband when she was a nervous sophomore tutoring juniors and seniors in physics. He remembers being smitten; she remembers just trying to get through the intimidating hour. Dating came later, but the scene had been set.

“We have a deep affection for Augsburg. It’s where we met,” Paul says. “We also appreciate the values of the institution—its academic rigor, its vision, its commitment to the Cedar-Riverside community. Augsburg transforms lives.”

Paul had already won a scholarship to the University of Minnesota when a visit to Augsburg’s campus altered his trajectory. Impressed by the warmth, welcome, and undivided attention he received that day, especially from chemistry professors, he chose Augsburg. Now-retired chemistry professor John Holum became his mentor and inspiration. Paul went on to earn his MD and MPH at Johns Hopkins University and is now an internist and professor of medicine and biomedical ethics at Mayo Clinic and the regional vice president of the Mayo Clinic Health System—Southwest Wisconsin.

What Sets Augsburg Apart

Both Muellers have fond recollections of Augsburg support and inclusion. “It felt like family. Somebody was always looking out for you. If you missed class, the professor would see you later and ask where you were. That was one of the things that set Augsburg apart, then and now. No matter who you were, or what interests or inclinations you had, you felt very welcomed,” Nancy says.

That Augsburg “vigorously retained its Lutheran heritage while at the same time welcoming everyone is very important and appealing to us. It’s the idea that we are called to love and serve each other, without regard to personal characteristics such as race, religion, or sexual orientation,” adds Paul. “In today’s world, it seems like the focus is more on what separates us than what brings us together.”

He also notes that these days, more than half of the student population are people of color. “It didn’t look that way when we were there, and I love that about it,” he says.

Nancy points to the unusual number of programs designed to help students with special needs and talents, from StepUP to URGO. “As parents, we’ve been on many college campus tours, and nowhere else offers the programs that Augsburg does,” she says. “It’s a unique place, and we so believe in their mission.”

Their oldest son, Luke, majored in math and history at Augsburg before pursuing a graduate degree in statistics from Harvard. His mother notes that his presidential scholarship made a big difference to him, both financially and by providing opportunities he may not otherwise have had. Endowing such a scholarship for future generations made perfect sense.

“Removing cost as a barrier to education—that was our intent,” Paul says. “We very much wanted Augsburg to be able to attract top-notch students without regard to expense. To have brilliant, talented, gifted students be able to come to Augsburg without having to worry about how to pay for their college education? Now that is changing lives.”

Bruce Olson ’71 Pays it Forward with Olson Peterson Wiggins Scholarship

Bruce Olson '71, his brother Brad Olson '73, and scholarship recipient Nick Thompson
Bruce Olson ’71 (center), his brother Brad Olson ’73 (left), and scholarship recipient Nick Thompson (right).

When Bruce Olson ’71 was a youngster in Brooklyn Center, he was not sure what he wanted to be when he grew up. He was sure of a couple of things, though. Active in the Lutheran church, he knew he wanted to attend a Lutheran college, and he preferred being in the city, where ‘60s activism meant things were happening. He also knew that his rural extended family would support him fully, although they could provide little more than love and encouragement.

“I came from a family of modest means. I needed a lot of help,” says Olson. He was grateful to receive an Augsburg legacy scholarship but wished he could have met his benefactors. “I wondered about the history of it, but I never really knew,” he recalls.

The financial cushion served him well. He participated in student government and played all four years on the golf team, which won both conference and state championships. He changed majors four times, abandoning religion after nearly flunking his first theology class, contemplating a future as a high school math teacher, succumbing to the inverse multiple-choice question challenges in his sociology exams, and, finally, plugging a gap one semester with an accounting class.

“I loved it,” he says.

Accounting became his major and business his forte. Right out of college, he worked for a small mobile home finance company, then Josten’s, then a series of successful entrepreneurial ventures in various fields, from insurance and computer services to light manufacturing and retail. He retired at 45 and moved to Florida to play golf, including with such luminaries as Arnie Palmer, but 10 years of retirement sufficed. Now a Kansas City resident, he is back at it, officially the owner and president of the HRS Group.

“I love the challenge of taking a new idea or a new product and making it work,” he says.

Olson also loves the idea of establishing the Olson Peterson Wiggins Scholarship. It is named for his family, including his grandfather Olson, who owned the five-and-dime back in Afton, Iowa; his grandfather Peterson, the town mechanic and truck and tractor repair whiz in Tracy, Minnesota, where he was born; and his near and dear great uncle Walt Wiggins, Walnut Grove’s town barber, who offered shaves and haircuts there along the banks of Plum Creek. And it will grant $25,000 to someone like him.

Olson was delighted to meet the first recipient, Nick Thompson, when the initial $5,000 installment was awarded. “He’s real nice, an athlete who plays baseball and a reasonably good student who aspires to become a physical therapist. But who knows? I told him I hoped he would be lucky enough to hold onto that dream but reminded him that it would be crazy to guarantee it.”

Olson hopes, too, that Thompson will enjoy the same Augsburg benefits he found: a good education, both academic and social, and important lessons about how to conduct one’s life. He also points to Augsburg’s growth and progress, demonstrated in part by the much-expanded economics and business department in the impressive Hagfors Center for Science, Business, and Religion.

“It’s a pay-it-forward sort of story,” Olson says. “I was lucky to come from a great family, get a good education, and have some success in life. Now I’m finding a way to honor my family by honoring somebody else in the same situation.”

Exercising Friendship and Funding Movement: Endowed Fund Established to Honor Joyce Pfaff ’65

Kathie Erbes, Joyce Pfaff, and Karen Johnson
Kathie Erbes ’70, Joyce Pfaff ’65, and Karen Johnson ’66

To hear Karen Johnson ’66 speak about her longtime Augsburg friend, Joyce Pfaff ’65, it’s easy to understand what led her to make a commitment to start an endowment fund in Joyce’s honor. Her admiration for Joyce runs deep. While Joyce and Karen met as students at Augsburg, the story of how Karen found her way to Augsburg serves as an example in fiscal discipline and vision.

“I am an only child. My mother lived through the depression and she wanted me to go to the U of M. When I was in first grade she opened a bank account for me and set aside one quarter a week. I was not to spend one penny of that money.”

Karen goes on,” By the time I got to high school we had saved $800, the same as Augsburg’s tuition at the time. I was not excited about the prospect of attending the U. In fact, it scared me right out of my tree!  I visited Augsburg and felt welcome there. My mother wondered why I would spend all that money on my first year of college. But she realized it was my choice.”

That was the year Karen met Joyce at Augsburg.

Creating Memories Together at Augsburg

“We both lived at home as tuition money was tight and it was a good option. Darryl Carter from Columbia Heights also lived at home. Darryl and his old Chevy would make the Northeast Minneapolis rounds to pick up Joyce, myself and four others every day. We paid him a minimal amount of maybe $1 a week for that ride. It seemed like his car was held together with nothing but wire and duct tape. We pushed it out of snow drifts during many winter storms,” she laughed. “We were really bunched into that car, but it got us through.”

“We met our physical education instructor Mrs. LaVonne Peterson (Mrs. Pete), who was Joyce’s first mentor. She was our fun teacher. She inspired in all her students the attitude that movement and activity were not only fun and important now, but also for life. She was herself, an inspiration.”

“Modern dancing was not allowed at Augsburg in those days so we had square dances and all school group activities designed by Mrs. Pete and organized by students in the physical education department. She was the only female physical education professor at Augsburg in the 60s and the women had only one sport, basketball. They were called Auggiettes or Little Auggies. What the heck is that?”

Karen studied Elementary Education with a minor in Physical Education. Joyce majored in Physical Education. After they graduated Joyce returned to Augsburg where Judy Olson, another of their classmates, was already teaching. According to Karen, the college was looking for a gymnastics instructor. Joyce was it. Little did they know how that hire would work out.

“Joyce didn’t really have any gymnastics experience but she put a team together. It was the first sport she coached. They were terrible, but they all learned a lot and had a good experience. And Joyce made sure they got their due.”

The Dawn of Title IX

This was before the advent of the federal law declaring that women must have equal access to sports. Joyce Pfaff pioneered the meaning of that law before it was enacted.

According to Karen, “If the men’s teams got money to go on a bus, the women had to find the money to get themselves to their competitions. Joyce was all for physical education equality. Whether an athlete or not, her mission was to make sure that women at Augsburg had all the opportunities to participate and better themselves.”

Then along came Title IX. And Karen reports, “Joyce ran with it!”

One of the stories she tells in Joyce’s efforts to equalize athletics for women is a story of running.

“She would invite the Dean to run with her. She’d run with him until he was breathing hard and she thought he was ready for serious talk or he was out of time. Then she would ask him for money or improvements for women’s programs. It often worked.”

For Joyce, physical education was both physical and mental. She advocated that everyone was a student first, then an athlete, and everyone should reward his or her body with exercise.

“She never wavered from her mission and vision that athletics or activity are for everyone. She made a big dent on the men. Over the years she had many encounters with the men’s programs and scheduling. Her positive and sometimes courageous attitude helped build the women’s athletic program of today.  She never gave up!”

Giving in Joyce’s Honor

The idea to make a gift to Augsburg to honor Joyce came recently.

In Karen’s words, “Initially, I thought I would keep my estate planning idea to myself. But then I learned about Great Returns -the effort to increase Augsburg’s endowment and I thought, I can help do that!  So I met with a committee of Joyce supporters, plus Donna McLean (of the Augsburg Advancement team) and Jeff Swenson ’79 (Athletic Director) and made it official. I’m giving a portion of my estate to help fund the Joyce Pfaff ’65 Endowment fund!”

The goal for the fund is to add $500,000 to the endowment.

Karen summed it up, “Joyce has dedicated her life’s work to all the women of Augsburg to improve their lives through physical education and movement. Her passion for the importance of lifetime activity and women’s sports can live on through this endowment. The goal of the fund will help convey to all students and faculty the importance of healthy exercise and to include it in their lifelong activity. The endowment gives us a chance to recognize Joyce’s efforts and encourage more people to follow her example.”

Success Leads to Success: Announcing the Sundquist Endowed Professorship in Business Administration for Augsburg University

Dean Sundquist with Greta McClain
Dean Sundquist with Hagfors Center artist Greta McClain in January 2018.

“It takes a long time to create success and business is no exception,” says Dean Sundquist ’81, an Augsburg Regent and chairman and CEO of Mate Precision Tooling. “I’m investing in the long view and success of Augsburg.”

As a businessman and entrepreneur, Dean Sundquist ’81 and his wife Amy have made several major investments in Augsburg. Their most recent commitment will add to the Augsburg endowment as a leadership gift to Great Returns: Augsburg’s Sesquicentennial Campaign. Great Returns will support Augsburg’s mission by securing gifts to strategic priorities including endowments, distinctive faculty, and key programs. The Sundquists’ gift will endow the third professorship for Augsburg in the largest department at the University.

“The things I was looking for when I went to college are still relevant to the reasons I invest in Augsburg. I wanted a smaller school in the city. Minneapolis is a good city for business. Being so close to downtown offered me access along with a close community feeling on campus. That continues to be a competitive edge for Augsburg.”

In addition, Dean appreciates the importance of great teaching and faculty.

“As a student I majored in and loved business. Yet the most influential professor for me was a political scientist, Myles Stenshoel. He taught constitutional law which drew me in. He taught me how to write, to love history, and to understand and embrace freedom. Those lessons stayed with me through graduate school and in my life as a businessman.”

Investing in Business

While working at Mate Precision Tooling in the time between Augsburg and the University of Minnesota, Dean was asked to research a product that Mate found hard to get. “Then we realized we could make it ourselves just as well. So we started Command Tooling Systems to do that. I sold that company in 1997.”

“At first the business was just me, and then it grew. We kept our focus on a customer and market orientation. We’ve been able to maintain stable growth and that keeps me interested. I love the whole discipline of business.”

Investing in the department of Business Administration is a dream of Dean’s.

“Business Administration is the largest department with the most majors on campus. Business is a positive and good for society. I’m investing in promoting the power of capitalism. I want the faculty who hold this position to be pro-capitalism, pro-business, and pro-freedom.”

According to Monica Devers, Dean of Professional Studies, “An Augsburg education is based on excellence in the liberal arts and professional studies. This generous gift from Dean Sundquist to create an endowed professorship will play a significant role in recruiting and retaining the very best faculty to our Business Administration department at Augsburg.”

“Augsburg University has a long tradition of highly engaged teachers and scholars. Recruitment of the best faculty supports and enhances our academic excellence and that, in turn, attracts students to our institution. This endowed professorship will elevate the visibility of the faculty and the unique aspects of our undergraduate and graduate business programs.”

As a Regent Dean keeps his attention on building a great future for Augsburg.

“I see the Augsburg leadership team rising to the challenges of higher education. President Paul Pribbenow keeps learning new ways to work. He has done really well to stay aggressive and to invest in going to the next step. The fundamentals are in place. I have a lot of faith in the way Augsburg is moving forward. They do a lot with the resources they have. I say to others, Take Note! Augsburg has worked hard to position itself. They are on the edge in a good way. There’s no coasting at Augsburg and I like that. I say, let’s keep the momentum going and keep our foot on the gas!”

One of Dean’s hopes in making this major gift to Augsburg is that it will encourage others to make similar and even more significant gifts.

“Other places have gotten really big gifts to their endowments—gifts of $25 million or more. I want Augsburg to receive more transformative gifts because an Augsburg education is a transformative one.”

Department chair Dr. Jeanne Boeh declared, “Dean is a superior role model for our students as they begin their vocations with a career in business. We thank him for the hard work and vision which has enabled this very much appreciated gift.”

A Legacy Augsburg Family Creates a Lasting Gift: The Reverend John Hjelmeland Scholarship Fund Continues to Grow

Hjelmeland family in the mid 1920s with Rev. John Hjelmeland pictured far right
Hjelmeland family in the mid 1920s with Rev. John Hjelmeland pictured far right.

No college student ever completes their education without assistance—assistance that is tangible, real, visible, and often unseen. Most students make it through their educational experience with financial support—and scholarship support can make all the difference in a student’s experience. More than 23 Augsburg students have received scholarship support through the Reverend John Hjelmeland Scholarship endowment and know this first hand.

Aware of the essential need for scholarship support for students, the Hjelmeland family created an endowed scholarship fund in 1986 to honor its patriarch, Reverend John Hjelmeland.

Reverend John Hjelmeland was the first of the Hjelmeland family to arrive in Minnesota. He left Norway to follow the call of the Lutheran Free Church and the promise of the Augsburg seal: Through Truth to Freedom. He became a student at what was then known as Augsburg Theological Seminary from which he was graduated in 1911. As a Lutheran minister, John went on to serve congregations in the Midwest and West. His influence infused the whole family with a love of the Lutheran traditions of service and stewardship.

John’s son, Sigvald Hjelmeland, was the next family member to graduate from Augsburg, class of ’41. In 1952, he was invited by then president Bernhard Christensen to return to Augsburg and raise money for the building of a library. Through his efforts and the generosity of many donors, Augsburg exceeded its goals for the library fund drive in 1955. Sig played a role in establishing the first development office at Augsburg. Over the next 30 years he worked to raise funds for the college. Major campaigns he led included the completion of the George Sverdrup Library, Christensen Center, Urness Hall, and Foss Center.  He retired in 1982 and remained engaged with the college. He was awarded the Spirit of Augsburg Award in 2003. He died at age 90 having lived a full life in the spirit of the call.

Many other family members have attended and graduated from Augsburg including Sig and his wife Helen’s daughter, Laurene Hjelmeland Clarke ’64; son John ’70 and his wife Lynn Benson Hjelmeland ’69; and granddaughter, Jennifer Hjelmeland ’00.

Hjelmeland family in 2018
Hjelmeland family in 2018.

The scholarship fund was established with two kinds of students in mind. It gives awards to immigrant students who continue the long tradition and value of the college to serve the immigrant; it also funds students from legacy families like theirs.

The family continues to add to the scholarship endowment and expand the impact and legacy of the first Hjelmeland who came to America so long ago to combine faith and freedom through an Augsburg education.

A Generous Family

A Portrait of Jean and Phil Formo
Jean and Phil Formo

“Go west, young man!” was the mantra guiding the young Philip Formo in his college selection. But after graduating from Pacific Lutheran University in 1968, he must have heeded a different axiom: “Yes, you can go home again.” Home again he came, not only to finish a special education degree at St. Cloud State University and a divinity degree at Luther Seminary, but also to pick up the Formo family legacy where it left off—at Augsburg.

Now a retired ELCA pastor, Phil, his wife, Jean, and their niece, Dawn, are the primary Formo forces behind not one, not two, but three separate scholarships honoring various family members and extending generosity to future Augsburg students.

“I was the first person on both sides of the family not to go to Augsburg,” says Phil. “My mother met my father in chemistry class there. She was in nursing and needed help, and he was good in chemistry. They also both sang in the first Augsburg choir concert that ever took place, after the men’s chorus and the women’s chorus merged.” His parents, Jerome and Winifred, both ’37, were extremely dedicated to Augsburg and stayed deeply involved in all things Auggie throughout their lifetimes. Jerome received a Distinguished Alumni Award in 1983 and was also a Regent Emeritus.

In 2009, Phil designated proceeds from their estate to establish the Jerome and Winifred Formo Scholarship for music majors or those with a strong interest in choral music directing. Seven students have already benefited from this fund, but it was not the first Formo scholarship. That distinction belongs to the David J. Formo Scholarship, which was established in 1979 and is awarded annually to a junior or senior student who has successfully overcome adversity to achieve academic and extracurricular excellence.

“My brother David graduated from Augsburg in 1964 and became a U.S. Navy commander whose plane went down in the Mediterranean Sea on November 3, 1979, the same day that Iran took U.S. captives. Before that, he had delivered to the Shah of Iran the gift of a new jet. It’s really a small world,” mused Phil.

The scholarship to honor his brother was the first for the Formo family, but not the last. When Phil retired in 2011, he decided to write a book about his maternal grandfather, Andreas Helland, who immigrated from Norway in 1889, attended Augsburg Seminary, and served there as New Testament professor for 35 years. “He was also very involved in fundraising. In those days you did everything, and he was really good at stewardship. One of his daughters, Beatrice, married Norman Anderson, who was the fundraiser for the first science building at Augsburg, and they were all there for the groundbreaking. My grandfather was the first to give a major gift,” Phil recalls.

Proceeds from Phil’s book, Papa—A Life Remembered, along with contributions from his own family and his parents’ estate, fund the Andreas Helland Scholarship, established In 2012 for students with financial need and academic achievement. “Education is so important, but we all know how expensive college is,” Phil says. “If students can get through in four years instead of five or six, they will have saved the equivalent of two years’ salary.”

Phil is sold not only on the value of affordable education, but also on the value of Augsburg. “I’ve always been amazed by what Augsburg, long known as a conservative Lutheran school, has become. What they are today is just awe-inspiring—their involvement in the community and openness to everyone is incredible. Culturally, they have really been able to reach out, to take minorities seriously,” he says. “For the only ELCA college in the city, what a unique opportunity.”