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A Legacy to Honor the Past and Celebrate the Future

Lynn Rogers Vail Following in the footsteps of several of her family members, Lynn Rogers Vail entered Hathaway Brown in kindergarten and graduated with her class in 1974. Today her alma mater remains near to her heart. "HB significantly influenced who I am today," says Lynn. "Walking through the front door instantly generates a flood of emotions and vivid memories."

When Lynn thinks back to her years at HB, she recognizes that the responsibility and discipline she learned there prepared her for a successful 30 year career in administrative work and sales. She's thankful that the school was all girls because it helped her stay focused on learning. During the Vietnam War, Lynn remembers HB as a safe haven, shielding her from the problems of the world. Most importantly, Lynn is grateful for the lifelong friends she made.  "We have a common thread that weaves through us and even if we don't see each other for years...the sense of sisterhood remains".

In addition to maintaining close contact with many classmates and their families, Lynn faithfully attends events such as IDEO as well as class reunions. She has also served on the Alumnae Council and has "found her niche" as class correspondent.

Being an active alumna, Lynn has witnessed the school's "transformation" over the years. She is very impressed with the current leadership, the high caliber of today's teachers and the innovative programming now offered to students. "HB has become a phenomenal school," praises Lynn. "Any girl who goes there has the opportunity to be anything she wants to be."

Supporting the Future of Hathaway Brown
To support the school's progress, Lynn has been donating to the annual fund for many years. "It's the right thing to do," explains Lynn. "It's not too much to ask alumnae to give back to the school that contributed to who they are today."

Lynn has also included a bequest for Hathaway Brown in her will. She hopes her legacy will honor her history at HB as well as celebrate and uphold the school's bright future. Lynn has designated her gift to scholarships so that upcoming generations of women will be able to realize their dreams at Hathaway Brown.

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 216-320-8799 or tkurtz@hb.edu">tkurtz@hb.edu.

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Shaker Heights, Ohio Girls K-12 Coed Early Childhood

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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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