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She Wants Her Estate Gift to Inspire Others to Do the Same

Rosemary Magee

Rosemary's gift will provide future students with opportunities to apply knowledge in service of humanity.

"I want to invest in Emory because Emory invested in me," begins Rosemary Magee 82PhD, whose 40-plus years at Emory included teaching courses in English, interdisciplinary studies, and women's, gender, and sexuality studies; serving as senior associate dean for resources and planning of Emory College of Arts and Sciences, as well as university vice president and secretary; and directing the Stuart A. Rose Manuscript, Archives, and Rare Book Library.

"Emory provided me with the greatest gift on earth," she says, "a lifetime of opportunities to learn, to grow, to stumble, and to flourish."

As a doctoral candidate in Emory's ILA program, Rosemary was first inspired by the university's mission to apply knowledge in service of humanity. "This is the very definition of a liberal arts education," she says, "and still the foundational principle of the university."

As an alumna who went on to join Emory's faculty and staff, Rosemary made employee contributions from the very start of her career at Emory—first in small amounts to meet fundraising challenges, and then later, through MyEmory payroll deductions. "My personal and professional advances coincided with the growth of Emory," she recalls. "So I was extremely fortunate to be able to express my gratitude by giving back."

When she and her husband started preparing for retirement, there was little doubt whether they would include Emory in their plans. "Thanks to the guidance of our financial adviser, we were able to work toward a planned gift," she says.

The wrinkle is in the decision to let Emory know about her plans.

At a university event, she spotted one of her colleagues wearing an attractive lapel pin and she jokingly asked him where he got it. "I'd like one of those pins, too" she said, "and he told me that he received his pin when he made a planned gift to Emory. Well, I had already made my plan. I just hadn't told Emory about it yet!"

It was then that she realized the importance of making a planned gift, and of reporting it to the Office of Gift Planning.

"The real reason for making a planned gift of course isn't the pin. It's the importance of telling others about it. To serve as a guide. To inspire others who are similarly moved by the mission of Emory to follow suit," she says.

As she reflects on her career, she could just as easily be talking about her vision for her estate gift: "So many great unexpected things have happened here, but it is not about the place alone. It's about being true to what we say we do and having a space and a place for that to happen." She wants her gift to provide future students with opportunities to fulfill Emory's core mission in new and unforeseen ways.

"I want Emory to continue to enlighten future generations. Someone I've never even heard of or met will benefit from my planned gift," she says. "And the reason I'm telling you about it is to motivate others to do the same."

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Learn how you can make a difference by including Emory in your estate plan. It is easier than you think. Please call Emory Office of Gift Planning at 404.727.8875. For online resources, go to

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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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