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Gift Planning Advisory Council

The Gift Planning Advisory Council is a valuable resource for Emory University’s Office of Gift Planning. We thank the following individuals for their generous contributions of time and expertise:

Joel S. Arogeti 82L
Kitchens Kelley Gaynes, P.C.

Richard K. Babush 63L
Babush, Neiman, Kornman & Johnson

Henry L. Bowden, Jr. 74L 
The Bowden Spratt Law Firm

Suzanne R. Durbin 92C
JOYN

David Eastman 85B 88L
The Eastman Law Firm, PC

Adam R. Gaslowitz 81B
Gaslowitz Frankel, LLC

David Geller 81C 81G
JOYN

Nancy Goodman 88C
Attorney at Law

Bill Hamlet 84B 93L
U.S. Trust , Bank of America

Norman A. Hartman, Jr.74L
Green, Schoenfeld & Kyle, LLP

Zoe M. Hicks 63OX 65C 76L 83L
Hicks & Hicks

Thomas E. Jones, Jr.71C
Chamberlain, Hrdlicka, White, Williams and Aughtry

Roger A. Kirschenbaum 81L 85L
Roger A. Kirschenbaum P.C. of Counsel to: Wagner, Johnston & Rosenthal, P.C.

Douglas Kniskern 68C 75L
Arnstein and Lehr, LLP

Ralph R. Morrison, Sr. 75C
Wallace Morrison and Casteel

Stephen Parker 92L
JP Morgan Chase & Co.

Jeffrey Pennell
Emory University Law School

Larry S. Pike 60C 63L
Holland & Knight, LLP

Suzanne Tucker Plybon 86L
Arnall Golden Gregory, LLP

Albert P. Reichert, Jr. 61C
Anderson, Walker & Reichert, LLP

F. Gregory Rhodes 81B
EquiVal, INC.

Stephen S. Ritchey 88B 88L 92L
Taylor, Feil, Harper, Lumsden & Hess PC

Joshua B. Rosenberg 93C
Bernstein

Ann D. Salo 76L
Salo & Walker

Emory A. Schwall 52L
Law Offices of Emory Schwall

Margaret W. Scott 03L
Alston & Bird, LLP

Jonathan D. Swartz 94B
Bennett Thrasher, LLP

Borden E. Taylor, Jr.79L
Ingwersen & Taylor, LLP

Tony Turner 92L
Cohen Pollock Merlin & Small, P.C.

Benjamin T. White 76B
Alston & Bird, LLP

William G. Witcher, Jr. 67L
William G. Witcher, Jr.

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to Emory University 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, [name], of [city, state, ZIP], give, devise and bequeath to Emory University [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 Emory 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 gift 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 receive an immediate federal income tax charitable deduction. 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 Emory as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. 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 Emory 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 Emory where you agree to make a gift to Emory 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

Please provide the following information to view the materials for planning your estate.