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Jane Gatewood Is Investing in Emory College

Jane GatewoodGrowing up in Phenix City, Alabama, Jane Gatewood 98C developed an early interest in travel and international relations. In high school, she served as a summer ambassador to Russia, and when deciding where to attend college, a diverse student body and the ability to study abroad topped her list of priorities.

At Emory College, Gatewood found exactly what she was looking for—an academically challenging environment with strong ties to international work and culture. She took advantage of the many opportunities to incorporate travel into her undergraduate courses, including studying abroad at the University of Oxford in England.

After graduating from Emory, Gatewood went on to earn her PhD in English language and literature, and today she is the associate provost for global engagement at the University of Rochester, where she leads and manages initiatives related to the university’s international activities.

According to Gatewood, the academic training, faculty guidance, and international experience she received at Emory laid the groundwork for a successful, rewarding career. “Emory was very good to me and for me,” she says. “The faculty members were great—really incredible. They encouraged curiosity, thoughtfulness, and exploration, all of which provided a great foundation for graduate school and everything that came after.”

To show her gratitude and support, Gatewood has allocated a percentage of her estate to Emory. “By designating my planned gift to the Emory College Fund for Excellence, I know it will help support the most important priorities at Emory,” Gatewood says. “Emory has done a really good job of stewarding its resources, so I wanted to provide the money to the institution and let the institution decide what areas it will support.”

To learn more about how you can invest in Emory, contact the Office of Gift Planning at 404.727.8875 or 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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