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

Sam RogersSam 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.

"I took it for granted that was how things were. I learned at Emory that it was not the way things ought to be," says Rogers, now a retired Methodist minister. "The attitude of openness and awareness at Emory impacted my life."

A lifelong Methodist, Rogers knew he wanted to remain involved in the church, but he didn't make the decision to become a minister until he was at Emory College.

"I knew God had a place for me in his will, but discovering that place did not come immediately," he says.

He and his wife, Helen, met when he was a junior at Emory College and she was a freshman at nearby Agnes Scott College. The couple is grateful for scholarship support that helped lighten the financial burden of his education costs both at Emory College and at Candler. That support enabled them to marry as he began his theology training at Candler.

A math major at nearby Agnes Scott College, she took Bible and philosophy courses while he studied at Candler. The young couple had many deep conversations over the evening table in what he calls "an unbelievable cross pollination of our minds and our spirits."

After his graduation from Candler and his ordination as a Methodist minister in 1958, the couple went on to serve 10 churches over 42 years, all in South Georgia.

Grateful for the intellectual and spiritual preparation Rogers received, the couple has established a charitable gift annuity to help students attend Candler School of Theology.

"I believe that God calls people to the ministry, but it takes a place like Emory to equip them," he says.

Support Emory in your estate plans with a gift annuity. Call 404.727.8875 or email giftplanning@emory.edu.

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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.

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