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Sylvia DodsonPlanned Gift to Alzheimer's Disease Research Honors Late Spouse
"My hope is when there is a breakthrough about the causes and cures, it happens at Emory," says Sylvia Dodson. Read more »

 

Natalie FordGeorgia Roots Lead to Emory College Scholarship Gift
"I want my mother's legacy for good to cascade down like rain for generations," says Natalie Ford. Read more »

 

James H. LewisFrom Deep Loss of Parents Comes Avid Support For Winship Cancer Research
"I wanted to do something after going through what I did with my mom and dad," says James H. Lewis. Read more »

 

Ted and Mildred WeberWebers' Planned Gift Celebrates Cherished Memories of Theology School
Ted and Mudie Weber "want Candler to use it where the need is." Read more »

 

Kathy and Warren BrookKathy and Warren Brook Safeguard Emory's Heritage
"We want to make sure these buildings remain part of the campus community," says Warren Brook 70Ox 72B. Read more »

 

Michelle LudwigPrestigious Fellowship, Emory Support Inspire Michelle Ludwig 05M 05MPH
"Emory went above and beyond," says Michelle Ludwig 05M 05MPH. Read more »

 

McCarty'Double Eagle' Alumnus and Wife Plan Gift to Meet Student Need 
Paul McLarty 63C 66L believes that Emory must take care of students' demonstrated financial need "to be competitive as a private university." Read more »

 

Pam PryorEarly Support From Emory Inspires Scholarship Planned Gift

"I want the gift I have pledged for my legacy to benefit someone else at Emory like Emory benefited me," says Pam Pryor 69C 70G.  Read more »

 

Lauren GilesCareer Milestone Inspired Lauren Giles 03C to Plan Museum Gift

As a child, Lauren Giles felt very lucky that her father often took her to the Michael C. Carlos Museum because it was next door to his office. Micheal W. Giles is the Fuller E. Callaway Professor of Political Science.  Read more »

 

Lisa FeyGoizueta Alumna Helps Fund Scholarships for Sister Business Executives

Lisa Fey bootstrapped her way from her rural town to an executive position at The Coca Cola Company. But when she started her executive MBA at Goizueta Business School, she needed scholarship help.   Read more »

 

Judith HendricksonMilitary Veteran Honors Emory Experience With Planned Gift for Scholarship

The first scholarship gift in Judith D. “Judy” (Colwell) Hendrickson’s story enabled her to go to Emory College. When she graduated in 1968, the military offered what she considered her best career options, and she joined the Air Force.   Read more »

 

Walter Melion and John Mackenzie ClumScholars Strengthen Art History at Emory

Walter Melion and his husband, John Mackenzie Clum, have built impressive collections of Native American ceramics and Dutch and Flemish works on paper from the 16th and 17th centuries.   Read more »

 

Betty DanielsBetty Daniels Is Supporting Future Nurses

When Betty Daniels 51BSN 67MN began her studies at Emory in 1948, she was one of only a few female students on campus.   Read more »

 

Judy GreerJudy Greer Is Giving Back to Oxford College

When Judy Greer joined the Oxford College faculty as a physical education instructor in 1957, Emory University had been admitting women officially for only four years. Read more »

 

Larry PikeLarry Pike Is Investing in the Future of Law

As an active board member of the Emory Gift Planning Advisory Council, Larry Pike 60C 63L is well versed in the types of gifts that best support an institution like Emory University. Read more »

 

George WeaverGeorge Weaver Is Funding Cancer Research with Insurance Policy

Six years into their marriage, George Weaver lost his wife, Allison, to breast cancer. She was only 37. Nearly 25 years later, George Weaver has made Winship Cancer Institute of Emory University the beneficiary of a life insurance policy to support research in Allison's honor. Read more »

 

Rob FriedmanRob Friedman Honors Parents With a Scholarship

When Alfred Friedman needed triple-bypass surgery in 1983, few hospitals were skilled at the procedure, so he and his wife traveled from their home in Livingston, New Jersey, to Emory University Hospital in Atlanta. Read more »

 

Hoyt YoungHoyt Young Makes a Bequest for Debate

Hoyt Young 64C 67M 72MR fell in love with debate in high school and set his sights on a career in law. After enrolling in Emory College, he found a new calling. Read more »

 

Marcie Hirshberg Marcie Hirshberg Creates a Bequest for Leadership Training

Marcie Hirshberg 85MN came to Emory's Nell Hodgson Woodruff School of Nursing for a master's degree in neonatal and perinatal nursing, and the lessons she learned helped her build a successful business career. Read more »

 

Chris and Amanda ArrendaleCouple Plans to Fund Oxford College's Most Pressing Needs

"Oxford College prepared me for Emory and for anything that life would throw at me," says Chris Arrendale 99Ox 01C, with his wife Amanda Arrendale. Read more »

 

Solon and Marianna PattersonSolon and Marianna Patterson Create a Legacy for Business Education

Solon Patterson 57B 58MBA discovered his passion for investing at age 9, when he started reading stock reports to his father. After earning two business degrees from Emory, he took the helm of one of the nation's premier investment management firms. Read more »

 

Dirk BrownDirk Brown Supports the Carlos Museum in His Estate Plans

 In elementary school, Dirk Brown 90MBA loved  D'Aulaires' Book of Greek Myths. The stories of gods, heroes, and monsters were irresistible, and they began for him a lifelong relationship with art history. Read more »

 

SurgeonEmory Surgeon Invests in Academic Excellence

Kamal Mansour 68MR began his career in 1966 as chief resident in cardiothoracic surgery at Emory University Hospital. An international pioneer of lifesaving techniques, he has shared his passion for medicine with thousands of students, faculty members, and patients for more than four decades. Read more »

 

Dirk BrownArt and Laurie Vinson Invest in Science at Oxford

Because of their interest in science and their longstanding relationship with Oxford College of Emory University, Laurie and Art Vinson 66Ox 68C have found a way to make a significant investment in science education at Oxford.  Read more »

 

LehrSally Lehr Invests from the Heart

Ever since she can remember, Sally Lehr 65N 76MN has loved nursing. Her mother, who began her own nursing career through a hospital diploma program, pushed her to pursue a university degree. Read more »

 

McIntoshTerri McIntosh is Maintaining an Emory Connection

Emory University changes people. Students arrive with dreams and learn how to realize them. Patients seek help and regain their health.  Read more »

 

McCormicksDon and Jean McCormick are Sharing a Love of Learning

A retired professor with a lifelong interest in science and a love of learning, Don McCormick helped pioneer the division of biological sciences, the department of genetics and a program in nutrition and health science at Emory University. Read more »

 

Lark WillLark Will is Invested in the Economics of Success

An economics degree from Emory College of Arts and Sciences set Lark Will 81C on a course for a successful career.  Read more »

 

Jennifer Crabb KylesJennifer Crabb Kyles has a Giving Strategy for Sharing the Oxford Experience

As a student, Jennifer Crabb Kyles 98OX 00C, loved Emory University so much she decided to make it her career. After graduation she took a job registering alumni for events, and she has worked at the Emory Alumni Association (EAA) ever since.  Read more »

 

GoleJane Gole Combines Giving with Income and Tax Benefits

Jane Gole 79MBA and her husband, James, had considered making a substantial gift to Emory for years. After consulting with Emory's Office of Gift Planning, they chose a strategy that would meet all of their financial goals. Read more »

 

BradfordCompassionate Care Inspired Edye Bradford's Cancer Research Gift

Edye Bradford fell in love with the people at Winship Cancer Institute of Emory University during her treatment for colon cancer in 2006. The surgeon gave her hugs. Read more »

 

SemmensThere's No Debating the Value of Planned Gifts for Sharon Semmens

As a member of Emory's Barkley Forum, one of the nation's best debate teams, Sharon Semmens 80C 80G honed her critical decision-making skills. Read more »

 

Jason and Ann PotterJason and Ann Potter are Creating a Legacy With a Life Insurance Gift

Born in Hawaii, Jason Potter 08MBA grew up with Air Force parents, moving to North Dakota, Nebraska, Ohio, and California before settling in North Carolina. Read more »

 

Wayne and Ellen BaileyWayne and Ellen Bailey Invest to Keep Emory Strong for New Generations

Ellen Agnor Bailey 63C 87MBA has a deep Emory lineage-12 degrees in her immediate family-and a devotion that has kept her link to the university strong. Read more »

 

Kat HedrickKat Hedrick Wants to Help Students Become Whatever They Want to Be

Two decades apart, her Emory degrees influence planned gift for scholarships. Read more »

 

Zoe and Smoky HicksZoe and Smoky Hicks are Paying It Forward

For Zoe and Charles "Smoky" Hicks, Oxford College is more than the place that led to multiple Emory degrees and successful law careers. Read more »

 

Marcia and Bruce CapriottiMarcia and Bruce Capriotti Are Supporting the Emory Transplant Center

After decades of coping with the health effects of type 1 diabetes, Marcia Capriotti found herself at the Emory Transplant Center with her husband, Bruce, awaiting the kidney and pancreas transplant that would save her life. Read more »

 

Curley BondsCurley Bonds' Bequest Provides Need-Based Scholarships for Students

A psychiatrist with a California nonprofit mental health organization, Curley Bonds 87C embraced the Emory charge to do well and to do good. Read more »

 

MinisterEmory's "Openness and Awareness" Impacted Minister's Life

Sam Rogers 57C 60T attended Emory during the tumultuous beginning of the civil rights era. Born and reared during segregation, he says it did not occur to him to question the unfairness of the practice until he came to Emory. Read more »

 

Dusty PorterEmory a 'Springboard' for Dusty Porter

As a psychology major at Emory, Dusty Porter 85C was involved in a plethora of activities, from fraternity life and performing with an undergraduate theater group to serving as a resident assistant and giving campus tours for the admissions office. Read more »

 

Dan DunawayDan Dunaway: "Three Jars Giving Plan" Taught Me the Importance of Giving

Dan Dunaway was one of 62 students admitted to the Emory School of Medicine class of 1961 out of nearly 1,200 applicants. He was humbled by the thought that he was selected to be of service to the community when so many others were not. Read more »

 

Jim GavinJim Gavin's Bequest supports Graduate Program at Emory

James Gavin's mother was a chef at one of the best restaurants in Mobile, Alabama, in the 1950s, but segregation prevented his family from dining there. He became a civil rights activist and, while studying for a doctorate in biochemistry at Emory, decided to become a leader in higher education. Read more »

 

Betty Marie StewartBetty Marie Stewart is Grateful for the Past; Investing in the Future

Betty Marie Stewart 52N marvels at the changes that have taken place since her time as an Emory nurse and as a dedicated alumna. Read more »

 

Susan ShapiroSusan Shapiro is Helping Emory Students Make a Difference in the World

Throughout her career, Susan Shapiro has tried to keep a finger on the pulse of clinical nursing, even when she traded her role in the emergency department for one in an office or a classroom. Read more »

 

Jane GatewoodJane Gatewood is Building a Strong Future for Emory

Growing up in the small-town South, Jane Gatewood '98C set her sights on the world. As a high school student in Phenix City, Alabama, she served as a summer ambassador to Russia. At Emory College, she thrived among the diverse student body and studied abroad at Oxford University in England. Read more »

 

David and Carole Ann AlvarezDavid and Carole Ann Alvarez are Proud to Support Emory with Gifts, Actions

On a visit to Emory University as a high school senior, David Alvarez 64C thought the campus was the most beautiful place he'd ever seen. Read more »

 

William and Vesta HardmanWilliam and Vesta Hardman Show Their Gratitude on Many Levels

William Hardman 52Ox 54C 65MR has strong ties to Emory. To show their support, William and his wife, Vesta Hardman, help fund clinical trials at Emory and scholarships at Oxford College through a charitable trust. Read more »

 

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 give to Emory University, a nonprofit corporation currently located at Atlanta, GA, 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 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.