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Planned Giving

Jennifer Jewers
Bowlin, P.E.

Henderson Engineers, Inc.
Vice President, Leadership and Recognition
Member, Alexander Holley Society
Member, Archimedes Club

Whether you give $100 or $1,000 or $5,000, every amount makes a difference.

"So many people have supported me over my career so it's a chance to return the favor, with gratitude," Jennifer Jewers Bowlin says. "I want my gifts to go towards the greatest need, so I give the freedom to the ASME Foundation to allocate to programs it feels deserve the most support. Whether you give $100 or $1,000 or $5,000, every amount makes a difference to the Society, education, and growth. It doesn't matter how little or how much you give. All of these programs require money to run and your support helps keep them going." She feels connected and supports ASME. "ASME is all about the people. I've had incredible networking opportunities and made job and career connections. Everyone at ASME is promoting engineering and I love being a part of this organization," she adds. She became an Archimedes Club member because "No one likes to think about his or her own mortality," she says. "You have to accept that no one's going to be here forever. I want ASME Foundation to make the most of my resources for its programs and for the development of future engineers when I'm gone."

Bowlin designs supermarket refrigeration systems for Wal-Mart stores as an engineer with Henderson Engineers, Inc. (HEI). When consumers reach into a refrigerated case to grab ice cream at Wal-Mart, she is the architect of the design of the system to keep food cold and safe. She helps ensure that refrigeration systems are designed for optimal performance and maximum energy efficiency. Through her work with refrigeration from the processing, storage, and sales aspects, she understands the impact and importance of refrigeration systems on food safety and quality.

Bowlin joined ASME as an undergraduate student. "My professors encouraged me to join ASME. It's part of being a professional in the engineering business. I was active in my student district and was elected district representative, which gave me a chance to travel to different conferences," she recalls. "After grad school, I ran society level conferences and really enjoyed the work. I decided to run for committee chair and got on a board. I had really great mentors. I love being an early career member."

A member of the Kate Gleason Award Committee of the ASME Foundation, Bowlin finds the experience rewarding. "It was incredibly awesome to read the accomplishments of women who had been nominated," she says. "Many started their careers when women went to college to become a teacher or nurse. They overcame so many obstacles, so it's amazing to see the great things they've done. Engineers don't celebrate each other enough so it's great when we do celebrate each other. Anything we can do that benefits the society as a whole…where would we be without engineers in the world?"






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A charitable bequest is one or two sentences in your will or living trust that leave to ASME Foundation 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 ASME Foundation [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 the Foundation 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 the Foundation 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 the Foundation 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 the Foundation where you agree to make a gift to the Foundation 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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