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Giving to Support What Is Important and Lasting

Anne Kennedy When Anne Kennedy '67 reconnected with Hathaway Brown through its Head's Council in 2012, she discovered that her alma mater of nearly 50 years had undergone an amazing transformation.

"Not only is the physical plant remarkable, but the school is phenomenal in attracting the most talented students and making sure that each girl blooms in a way that is right for her," Anne says.

The Right Fit
Anne is personally very grateful for HB and the role it has played in her life. Before starting high school at HB, Anne's family moved often and she had attended five schools in five years.

"HB helped me fit in and find what I was good at, which was art, music and writing," she reflects. "In fact, it was my behind-the-scenes sound and stage work that inspired me to pursue a major in radio, TV and film at Northwestern University."

After college graduation, Anne went to work in advertising (she says, "think Peggy Olson from TV's Madmen").

"All the writing that I had done at HB placed me in a position to be successful," Anne says. She took a few years off while her children were young and then went back to work as communications director for the YWCA and pursued her own freelance work.

She also started a battered woman's center in Connecticut and a statewide association to improve communications about domestic violence.

"Even in the late 1960s, HB was teaching us how to think for ourselves and lead other people. That is something that has served me well," Anne says.

Becoming a Trailblazer
Anne also credits HB with training her to be a maverick. In her 45-year career as an entrepreneur and marketing communications thought leader, she spent only five years working for someone else.

Recently, Anne entered a partnership to form Outlines Venture Group, a company that assists Internet start-ups with fund sourcing and mentoring. Although her business has a global reach, she currently lives in Oregon to be close to her grandchildren.

"I was raised to believe in giving," Anne says and makes a practice of tithing 10 percent to her church, the Oregon Food Bank and Hathaway Brown.

"It's not as much about giving back—although that certainly is a component—as it is about supporting the mission of an organization and an interest in seeing that mission carried forward."

Anne serves as an HB trustee and likens the experience to having 849 daughters.

"Because HB does an outstanding job of preparing young women to take positively disruptive roles in the world, I want to see HB continue providing quality education for generations to come, and for the school to have the ability to expand programs that are doing so well there," she says.

To support the school in that endeavor, Anne has left HB a gift in her will and encourages others to do the same, acknowledging that there are many options to direct a gift toward a particular area of interest.

"If you believe in women and women gaining the authority and power they should, then this is a great way to show support. That's the work that goes on at HB."

Join Us
Won't you join Anne as a member of the Mary E. Raymond Legacy Society? Your gift will have a significant and lasting impact on educating young girls to become confident leaders in our world. For more information on the many planned giving opportunities available to you, please contact Terry Kurtz at 216-320-8799 or tkurtz@hb.edu or visit us online.

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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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