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Laura Bozell '83 Gives Back With a Grateful Heart

Laura Bozell "At age 47, I can look back and see that I was the luckiest kid alive," says Laura Bozell '83, reflecting on her high school years at Hathaway Brown. Perspective is everything. For Laura, just knowing what she had, and what she lost, gives her a great sense of appreciation for all that she has gained.

Laura grew up in what she describes as a "privileged" family; however, that quickly changed with her parents' divorce and the passing of her father. "While I was in high school, my family life was chaotic," Laura says. "Going to HB was a refuge because life there was consistent and transparent, and I craved that. I received a wonderful education and exposure to great people and friends."

Laura immersed herself in the opportunities and activities of HB. She was the president of the Order of Willing Service and recalls HB's annual carnival fundraiser as her first official philanthropic venture.

Today, Laura is senior account manager for charitable and endowment accounts at PNC Bank in Cleveland. She is a frequent volunteer and member of Ideastream, Cleveland's National Public Radio station, and a board member of Recovery Resources, Inc., a regional nonprofit organization that addresses issues of mental health, alcoholism and addiction in the Greater Cleveland area. Laura still relies on lessons learned at HB regarding service. "If you want to feel good, do good," she says.

Being a professional in the trust business also has helped Laura to realize the impact of charitable giving. "Everything I have received in my life is a gift, and today I feel incredibly grateful," says Laura, who is approaching her 30th reunion year at HB. "I believe in the mission of the school and that it is my responsibility to give back as much as I can."

Laura contributes regularly to the annual fund and also is providing for a future gift to HB through a bequest provision in her will. The gift, which places her in the Mary E. Raymond Legacy Society, is earmarked for the math department and commemorates Laura's favorite high school subject.

If you are interested in setting up a bequest or other forms of planned giving, please contact Terry Kurtz at 216-320-8799 or tkurtz@hb.edu">tkurtz@hb.edu.

To learn more about our mission, click here.

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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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