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Sandy Albrecht Wurzburger '86

Sandy Wurzburger By Debra Mayers Hollander

Sandy Albrecht Wurzburger '86 is going places—literally. A world traveler, Sandy has visited every continent except Antarctica; she resided in Argentina for three years; and, despite a diagnosis of multiple sclerosis 14 years ago, she hiked to the top of Machu Picchu in Peru!

"My lifelong dream was to hike Machu Picchu," Sandy explains. "Together with my husband, John, and my daughter, Brooke (now age 12), we made it to the top in 2002. I enjoy seeing places all over the world and discovering new things. I don't let MS get in the way," enthuses the petite 42-year-old.

Sandy speaks fluent Spanish, which she perfected while living in Buenos Aires for three years as part of her husband's position with Avery Dennison. While overseas, she served as president of the Buenos Aires International Newcomers Group. Now living in Russell, Ohio, Sandy continues her active volunteerism with the Chagrin Valley Women's League and the National MS Society.

"I owe a lot to Hathaway Brown and my education. HB definitely makes you know that you can do or be anything you want. You can make a difference," Sandy reflects.

Hathaway Brown's high aspirations for girls are one reason that Sandy decided to support HB by including the school in her will. "I encourage others to do the same. That's how a school stays strong—with the backing of alumni to show its importance," she explains.

You're Invited—Join Other Loyal Supporters Like Sandy
The Mary E. Raymond Legacy Society was established in 1994 to honor the beloved HB headmistress of the early 20th century, and to recognize alumnae and friends who perpetuate their educational ideals by making a planned gift. Membership in the society does not require a minimum gift and offers donors recognition and inclusion in special events at HB.

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.

Download our FREE guide on using your will to provide for the people and causes you cherish most.

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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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