Planned Giving

Meet Our Legacy Circle Members

The Actuarial Foundation is honored to have the following individuals join our Legacy Circle.

John and Beverly Antliff

Craig and Merilyn Baldwin

Bob and Maggie Conger

Gary and Consuelo Corbett

William Falk

Dave and Kitty Hartman

Joe and Michelle Kelly
Jim and Barbara MacGinnitie

Joel Magyar
Steve and Janie Radcliffe

Rod and Lori Rohda

Gail Ross

Fred and Sue Sievert

Thanks to their generosity the Foundation will continue to serve the public and the profession for years to come.

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"The Actuarial Foundation's programs -- scholarship, financial literacy, consumer education, math education for youth, and research -- are making a real difference in universities, local classrooms, libraries, community groups, and households across the country, as well as in the profession itself.  Maggie and I are pleased to support The Foundation's programs through financial contributions and with my volunteer time today, and to support its future activities by including The Actuarial Foundation in our estate plan.  It's one way that we can give back to the profession, and to society at large."  Maggie and Bob Conger

"Over the 40 some years I have worked in the insurance industry I have been the beneficiary of a profession that has granted significant personal and financial rewards.  By participating in The Actuarial Foundation's Planned Giving program Merilyn and I now feel we can help pay forward some of these benefits to the next generation of students and industry professionals." Craig and Merilyn

"We admire the growth and direction The Actuarial Foundation is taking for an educated society pursuing a secure financial future on behalf of the actuarial profession.  The Foundation's programmatic activities begin with the education of our youth addressing math and general financial illiteracy.  The youth of today are the adults of tomorrow and we hope our gifts will continue to prepare our youth for tomorrow's possibilities."

Jim and Barbara MacGinnitie

"We are honored to be able to give back to the actuarial profession through a planned gift to The Actuarial Foundation. Being an actuary has provided us many opportunities through work experiences, professional association activities and our personal life. A planned gift will help allow TAF to continue its work in the future to help students achieve in math, help educate consumers and help fund actuarial research."

Dave and Kitty

"Making a planned gift to The Actuarial Foundation was an easy and natural way to give back in acknowledgement of an actuarial career that was fulfilling in so many ways. Our bequest combined with those of a (hopefully) growing number of others will enable the Foundation to increase the scope of its important work for the benefit of many and help to highlight the value provided by our profession's skills."
Rod and Lori

"Giving to The Actuarial Foundation is a very gratifying way to express our appreciation to a profession that has enabled us to enjoy such a wonderful and fulfilling career. By providing for the Foundation in our Will, we take comfort in knowing the Foundation will enjoy many years of expansion in its educational outreach to students, teachers, consumers and the profession."  Fred and Sue

To learn more about Planned Giving Opportunities - More >

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