Sandy Bergsten '81: It's Never Too Early to Establish Your Legacy
As an alumna, former faculty member and parent, Sandy Bergsten appreciates the value of an education at Hathaway Brown and is dedicated to helping uphold the school's tradition of excellence through her estate planning.
Sandy entered HB in the sixth grade when her family moved to Cleveland from Minnesota. She enjoyed the strong humanities program and participated in many extracurricular activities such as photography, yearbook and drama. But it was the faculty at HB that most impressed Sandy. "They are committed to helping students become the best they can be," she asserts.
After earning degrees from the University of Michigan and Columbia University, Sandy returned to Hathaway Brown as a photography teacher, chair of the fine arts program and 11th-grade dean. Coming back as a professional made Sandy even more aware of the importance of creating a community of the "brightest and most passionate faculty and staff who can provide the best experience possible for students."
Those students included Sandy's own daughters, Hope '08 and Molly '10. As a parent, Sandy recognizes the role the school played in helping her daughters achieve their goals. "Whether it's sports or science or the arts, you can excel in whatever you want at HB," she says.
Giving Future Students the HB Opportunity
In addition to sharing her time and talents as a teacher, student advisor and parent, Sandy has also been a regular donor to HB's Annual Fund. "I believe it's really important to support the institutions that supported you," she explains.
When HB introduced the Mary E. Raymond Legacy Society, Sandy was excited to join others who have included the school in their estate planning. "An estate gift is an easy way to give back to those who have given to you," says Sandy, who now works as a consultant for wealth managers of multigenerational families. Sandy hopes that her own bequest to HB will not only help sustain the future of the school but also serve as a message to her daughters and other women about the merits of estate planning. "It's never too early to think about your estate and the legacy you wish to leave."
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 email@example.com.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.