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Cultivating the Next Generation of Leaders: Sally Morris Perks

Sally Morris Perks "I think they'd be shocked to see me plowing, working on irrigation and sleeping on straw mats," Sally Morris Perks (Hathaway Brown class of 1961) says when asked what her classmates might be surprised to know about her now.

Sally recently returned from Guatemala, where she worked with Feed the Dream, a foundation that teaches sustainable farming techniques to 18 malnourished communities. She says it was amazing working with soil experts and villagers to dig plots, irrigate gardens and deliver prenatal vitamins to expectant mothers and multivitamins to children. Sally even donated a pregnant goat to provide milk and cheese to indigenous families.

This former teacher and interior designer attended HB as a boarder for most of high school, but graduated from New Trier High School near Chicago after her parents moved there before her senior year. Sally wanted to have friends she could visit during college breaks, but: "Hathaway Brown made a much bigger, more lasting impression on me."

The reason Sally's friends might be surprised at her agricultural endeavors (and wardrobe) is that she was a "fashionista" during her Hathaway Brown years. Sally worked in fashion shows on weekends at Halle's department store and later at Marshall Field's in Chicago.

With an eye for design, Sally double-majored in history and art at Wittenberg University. She believes HB made her a better teacher and more insightful designer.

"It really helps form who you're going to be," she says.

Currently, Sally divides her time between Illinois and Arizona. Wherever she is, she lives her maxim: Give back to school, community and world. For her, that means contributing to Hathaway Brown's Annual Fund and providing for the school in her estate plans. Her desire is to "give young women enhanced personal and educational growth—especially for those who might not otherwise be able to afford it."

If Sally were head of school for a day, she'd bring in movers and shakers such as Condoleezza Rice, Hillary Clinton and Meg Whitman to inspire students to action and achievement by brainstorming about solutions to national and global challenges.

Sally's advice to current HB students seems to be fertile soil for living a happy life: "Travel widely, feel deeply, speak freely and make many friends."

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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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

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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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