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Longtime University Friends Show Support of Education


“Ask Mary Ann Shallberg” is one of the most common responses to those with questions about University of Houston-Clear Lake. That’s because Shallberg, who has been executive associate to the president in the university’s Office of the President for more than 30 years, will more than likely know the answer. Her love for the university and her husband Bill’s passion for education led them to leave a legacy to UH-Clear Lake – a legacy that will result in a scholarship and will allow future students to seek their own answers to questions about life.

“I’ve seen a lot of changes at the university,” says Mary Ann fondly, who has seen the university grow from a UH System satellite campus to an independent university. She has also seen enrollment grow from 1,069 to more than 8,000, not to mention watching as the alumni number grew to more than 54,000. Bill has certainly been a part of it all, having attended multiple UH-Clear Lake festivities through the years that have included university anniversaries, alumni celebrations, groundbreakings and much more.

While attending and participating in university activities, they have met struggling students and know that funding and supporting students through the legacy of an endowed scholarship can make a difference. Both Shallbergs understand financial struggles because they have survived such struggles themselves.

“My father didn’t attend college until he was in his 20s,” explains Mary Ann. “He was one of six children and when his father died, five of the six were sent to an orphanage. Fortunately, when his mother remarried, his new dad brought them all back together.”

She says that her father finished high school, he began working and, in his 20s, was encouraged by a family friend to continue his education..

“Someone at church encouraged him to go to college and helped him see how he could do it,” adds Mary Ann. “He worked the whole time he was in college at the power plant on campus, but still graduated near the top of his class.”

Her father continued that relationship with the college long after he was finished taking classes serving on the Board of Trustees for his alma mater. From this educational experience, Mary Ann recalls the advice that her father instilled in both she and her sister; advice that definitely came from his own experiences: “If you can help someone get an education, DO IT.”

Bill’s educational history reflects tough times also with his father’s education interrupted by World War I. His father also instilled the importance of education in him so that was the route he took. He worked in a variety of jobs on campus and on construction crews earning enough to complete his undergraduate degree before being drafted and serving in the Korean War as a combat officer. That didn’t stop his education though, it just extended it. Through the G.I. Bill, he was able to earn his graduate degree.

“Typically, students at UHCL have a lot on their plate with work, family and school, but we’re hoping we can help someone in the future not have to work as much and concentrate more on school,” says Bill. “Scholarships can make the difference; they can allow someone to attend school and not have to worry about working to pay the bill.”

When not involved with university activities the two participate in many outdoor, volunteer and cultural activities. Bay Area Turning Point and Lunar Rendezvous activities have kept Mary Ann active in the community. A runner at one time, Mary Ann keeps the pace in many area charity walks while Bill focuses on golf. Both especially enjoy birding, boating and fly-fishing.

And while Mary Ann may be known as the person who can provide the answers about the history of UH-Clear Lake, she and Bill, through their legacy, will answer the needs of future UH-Clear Lake students.

For more information about how to leave a legacy to UH-Clear Lake, call UH-Clear Lake’s Office of Development, 281-283-2021, or email

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A charitable bequest is one or two sentences in your will or living trust that leave to University of Houston-Clear Lake a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to University of Houston-Clear Lake, a nonprofit corporation currently located at 2700 Bay Area Blvd., Houston, TX 77058, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to UH-Clear Lake or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to UH-Clear Lake as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to UH-Clear Lake as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and UH-Clear Lake where you agree to make a gift to UH-Clear Lake and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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