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Kathy and Warren Brook Safeguard Emory's Heritage

Kathy and Warren Brook

Kathy Brook and Warren Brook 70Ox 72B are preserving history with their estate gift to Oxford College.

Kathy Brook and Warren Brook 70Ox 72B value history and love architecture, and together they've planned a gift to preserve both at Oxford College, the birthplace of Emory. Their bequest to the college will create an endowment to help preserve Oxford's 19th-century buildings, including Seney Hall, the old chapel, and Language Hall.

"Emory and Oxford have a history that's taken more than 175 years to build. We want to make sure these buildings remain part of the campus community for many years to come," Warren Brook says.

The Brooks cite Language Hall as an example of Oxford's commitment to honoring Emory's heritage. Built in 1874, Language Hall was divided during the 20th century into small classrooms and offices. In 2012 the building was carefully evaluated and restored to its original floor plan, strengthened with modern materials, and equipped with 21st-century teaching technology.

Brook enrolled in Oxford in 1968 expecting to become a dentist, but second-quarter chemistry convinced him he should try a different path, and he majored in business. After retiring early from a career in telecommunications equipment sales, he became a corporate flight attendant.

Now he travels with his spouse and stays involved with Oxford, which he says prepared him for success and gave him lifelong friendships. "Within 24 hours of landing on the Oxford campus, I realized it was the best decision I ever made in my life."

Kathy Brook earned an art degree from the University of Kentucky and worked as a curator of museums and shrines for the state of Kentucky. During that time, she handled nominations for historic buildings to be placed on the national register. She moved to Atlanta in 1972, began a long career in facilities and fleet management, and met Warren.

Soon after, he began inviting her to Oxford Day each year, and today she knows as many Oxford people—and Oxford stories—as he does.

The couple's gift combines their fondness for Oxford and their interest in historic preservation in a creative, lasting way. The staff members in Emory's Office of Gift Planning are experts at making these kinds of connections for people who want to create significant Emory legacies through philanthropy.

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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 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 Emory 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 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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