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Planned Giving

Providing a Path to Lifelong Learning

Hansford Epes

Hansford Epes ’61

When you work on a college campus for half a century the way Hansford Epes ’61 did, you learn the kinds of students who inspire you most. For him, it’s those who “light the fire” in a classroom. That is to say they ask great questions, seek to understand both text and context and enjoy the journey of learning.

The Dr. Hansford Epes, Jr. ’61 Scholarship at Davidson College, supported through Epes’ estate, will aim to bring those intellectual fire starters to campus for years to come. He’s interested in supporting middle-income students for whom bridging the financial gap can be a challenge when looking at college options and allowing them to choose the best fit regardless of cost.

“The interesting part of education isn’t the answers you walk away with four years later,” he says. “It’s the questions that you’ll think about the rest of your life. We live in a political world where too many have the easy answers. I like people who show they’re never going to settle for that.”

Sometimes Epes has the easy answers—or the answers easily, rather—like when he won three straight rounds of the Jeopardy! Senior Tournament in 1992. Final Jeopardy got him in the end. But when it comes to Davidson, the answers aren’t settled in a 30-minute episode or even in a long career as a German and Humanities professor.

“About two-thirds of students indicate on their college applications something they may want to major in, and at least half of them change their minds,” he says. “The Humanities deals with ways of asking questions and trying out answers that apply to every area. It’s a rich area to explore, and you always learn something new, even after reading and re-reading the same material.”

Outside of teaching, Epes worked in study abroad and as the college’s registrar. He led the school’s College Bowl program for many years and was adviser to candidates for Rhodes and Marshall Scholarships for 25 years. Luckily, he was able to shift gears along the way without ever leaving home, the place he knew he was meant to be from the first time he visited campus as a high school student.

“I believe in Davidson,” he says. “It’s been good to me, and I’m glad to be able to give back.”

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A charitable bequest is one or two sentences in your will or living trust that leave to Davidson College 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 Davidson College [written amount or percentage of the estate or description of property] for [its unrestricted use] or [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 Davidson 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 Davidson 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 Davidson 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 Davidson where you agree to make a gift to Davidson 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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