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Meet the Staff

Olen Earl - Executive Director of Gift Planning
(404) 727-8346

Olen, a graduate of Emory's School of Law, works with donors and their professional advisers to establish gifts to support the Emory University School of Law, the Goizueta Business School, Emory College of Arts and Sciences, the Michael C. Carlos Museum, Emory Healthcare and The Winship Cancer Institute. Olen joined Emory's Gift Planning team as Executive Director in 2011 after serving ten years as the Director of Gift Planning for The Community Foundation for Greater Atlanta, where he was responsible for the development and implementation of the foundation's comprehensive gift planning program, acting as liaison to donors' professional advisers and designing planned and major gifts. Prior to that, he worked as a tax attorney for two large international law firms, Jones Day and Troutman Sanders, and later was the Director of Planning and a financial adviser with GV Financial Advisers. Olen has completed the Family Wealth Counselors of America's Professional Mentoring Program—an advanced education program dedicated to training professional financial advisers to successfully integrate the charitable components of planning into the traditional estate planning process—and holds the designation of Certified Financial Planner (CFP). He is a past Chair of the Estate Planning and Probate Section of the Atlanta Bar Association and a prior member of the boards of the Atlanta Estate Planning Council and the Georgia Planned Giving Council. A native Mississippian, Olen received his B.A. from the University of Virginia.

Stephanie Frostbaum - Director of Gift Planning
(404) 712-2155

Stephanie, an Emory Law School graduate, works closely with donors who support the Health Sciences at Emory through gifts to Emory's School of Medicine, The Nell Hodgson Woodruff School of Nursing, The Rollins School of Public Health, The Woodruff Health Sciences Center, The Yerkes National Primate Research Center, and the Michael C. Carlos Museum. Stephanie joined Emory's Office of Gift Planning in 2005, coming to Emory from Wachovia Wealth Management, where she was a Vice President and Wealth Strategist. Stephanie practiced law as a Tax and Estate Planning Attorney for ten years in the Atlanta area. She holds the designation of Certified Financial Planner (CFP) and is a member of the state bars of New York, Connecticut and Georgia. A native of New York City, Stephanie received her B.A. from Boston University.

Mary Simmons - Director of Gift Planning
(404) 727-1637

Mary helps donors create gifts to support Emory College of Arts and Sciences, Campus Life, the University Libraries, the Laney Graduate School, the Candler School of Theology, and Oxford College. She joined Emory's Office of Gift Planning in 2007 and spent the previous eight years as the Regional Outreach Manager for the Community Foundation for Greater Atlanta. Her prior experience includes serving as Director of Planned Giving for the Woodruff Arts Center and Vice President, Endowment and Foundations Trust Management at SunTrust Banks. She is also a former president of the Georgia Planned Giving Counsel. Mary is a native Georgian and received her B.A. from Agnes Scott College.

Lisa Smith - Associate Director of Gift Planning Services
(404) 727-4498

Lisa works closely with attorneys, executors and administrators to ensure smooth and timely settlement of estates in which Emory has been named a beneficiary. In addition, she manages and coordinates the flow of data and information related to planned gifts. Lisa joined Emory's Office of Gift Planning in 2005. Her prior work experience includes six years at an Atlanta firm specializing in alternative dispute resolution. Upon moving to Georgia, Lisa spent three years as a general assignment reporter for a television station in southwest Georgia. Lisa grew up in Massachusetts. She received her A.B. from Brown University and M.S. from Columbia University.

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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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