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Sally Lehr Invests From the Heart

Sally Lehr

Sally Lehr 65N 76MN is supporting Emory's nursing school through a retirement plan gift.

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.

Today, Lehr has two degrees from Emory's Nell Hodgson Woodruff School of Nursing and is a clinical professor teaching a new generation of Emory students the art and science of nursing.

As an affirmation of her lifelong commitment to nursing education, Lehr has made the school a beneficiary of her retirement plan.

"Your money goes where your heart is, and my heart is with Emory," she says.

Lehr's gift is a simple, tax-wise way to strengthen the school she loves.

"In high school, when I was looking for colleges to attend, my dad said, 'You want to go to a school you can be proud of.' The only school I applied to was Emory. Today, when I tell people I work at Emory, I continue to feel proud," Lehr said. "Shared values, countless connections, a sense of ownership, appreciation of our past, commitment to our present and investment in our future-all these, to me, are sound reasons for giving to Emory."

Retirement plans are among several giving options for donors who want to support Emory University. Emory's Office of Gift Planning helps alumni and friends find giving strategies that support their interests while making the most of their assets.

Planned gifts can provide income to donors and heirs, help minimize taxes, and create permanent endowments that link the names of donors or their loved ones with Emory's work.

To learn more, call Emory Office of Gift Planning at 404.727.8875 or

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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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