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Planned Giving

A Passion for Helping Children

Susan RoweSusan Rowe's introduction to Save the Children was serendipitous. Her mother had been a Peace Corps volunteer in Thailand and served alongside a woman who later went on to work for Save the Children. When the two colleagues met up several years later in Chicago, Susan joined them and was fascinated to learn about Save the Children's work around the world.

This happened at a time when Susan was the newly-named Managing Director for Carat, the well-respected media planning and buying company. As luck would have it, Susan was looking for a charity for Carat's Chicago office to support and Save the Children's international operations had great appeal for the global media company. Susan mobilized the Carat office to participate in events, such as holiday bazaars and an online gingerbread decorating contest with proceeds benefitting Save the Children.

As Susan became more involved with Save the Children she wanted to visit the field and see first-hand the work that was being accomplished. She traveled to Mali, the first delegation of volunteers, and later to Northern Vietnam, which she describes as an incredible experience. "I met some amazing people on the trip," she said. "It truly changed my life  I knew I wanted to devote myself to raising money for Save the Children."

Not long after her trip, Susan had the opportunity to put her compassion and energy to work and make a tremendous contribution to Save the Children. In December, 2004 a wall of water hit Indonesia following an earthquake and epic tsunami. Thousands were killed and many more left homeless. Four days after the horrific event, Susan received a call from Save the Children.

Susan RoweUsing her professional expertise as a strategic media planner, and leveraging her many connections throughout the industry, Susan mobilized a pro bono media campaign on behalf of Save the Children's emergency response in Banda Aceh, Indonesia. She activated over 50 people who were part of the extensive network at Carat and her media outreach garnered free spots on network television, cable and free online banner ads. It is estimated that the campaign provided Save the Children with $6 million in free media.

Susan continues to be an evangelist for Save the Children and is passing on her passion to the next generation. She currently sponsors several girls and boys in Mali, Nepal and Bangladesh in the names of her nieces and nephews. "I want to give them a sense of what the world is really like, rather than just what they know in their own backyards," she said.

And, while there are many countries and programs that are particularly close to her heart, Susan feels strongly that it is critical to reach the children most in need.. "I know it's best to give Save the Children undesignated funds, so it goes to whatever the biggest need is at any given time," she said.

Susan has bequeathed funding to Save the Children in her will. She reasons, "Signing up for a planned giving program is an extension of what I was doing all along, and this way I'll be continuing to help long after I'm gone."

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A charitable bequest is one or two sentences in your will or living trust that leave to Save the Children 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 Save the Children, tax ID number 06-0726487, [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 Save the Children 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 Save the Children 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 Save the Children 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 Save the Children where you agree to make a gift to Save the Children 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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