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A Warm Heart and a Better World

Wren Withers After attending a large public junior high, Wren Withers '73 was looking for a smaller school where she could thrive academically and socially. Since her mother, Jenny '46, was an alumna of Hathaway Brown, the family decided it might be the right place for Wren and her sister, Jill '75, to complete their education. Today Wren is grateful she had the opportunity to join HB's family."At HB, each girl is seen for who she is," says Wren."Our teachers recognized our individual interests and talents and nurtured them."

One of the advantages of small class sizes at HB, according to Wren, was the chance to form close friendships. Since graduation, Wren has returned to HB for many of her reunions, and she keeps up with classmates via the Internet and the alumnae magazine.

HB Provides a Solid Foundation

Wren attributes much of her professional success to her experiences at Hathaway Brown. Her teachers there cultivated her love of science, laying the foundation for her career in biotechnology, computers and technical writing. Being a member of numerous athletic teams at HB taught Wren how to be a team player, which facilitated future teamwork in the corporate world. Wren also credits HB with helping her develop self-confidence."We were actively taught that we were equal to boys and to our peers," she recalls.

Wren feels so blessed with where her education at HB has taken her that she is compelled to give back."I have ongoing work that I enjoy, and because of that, I am able to donate," explains Wren, who has given to HB's Annual Fund for many years. She also takes advantage of her company's match policy, which doubles her contributions.

Confident in HB's abilities to improve the lives of young women, Wren has also chosen to designate the school as a beneficiary of her retirement accounts."My heart is warmed knowing that I can give to those institutions like Hathaway Brown that will perpetuate the future and make the world a better place," concludes Wren.

To learn more about how you can become a member of the Mary E. Raymond Legacy Society or other ways to support Hathaway Brown, please contact Terry Kurtz at 216-320-8799or tkurtz@hb.edu.

Request our free guide on the benefits of giving retirement plan assets to Hathaway Brown.

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A charitable bequest is one or two sentences in your will or living trust that leave to Hathaway Brown School 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

Bequest Language

"I, [name], of [city, state ZIP], give, devise and bequeath to Hathaway Brown School [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 Hathaway Brown School 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 Hathaway Brown School 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 Hathaway Brown School 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 Hathaway Brown School where you agree to make a gift to Hathaway Brown School 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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