The Actuarial Foundation

Preparing for tomorrow's possibilities through education

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Planned Giving

 

 

Other Planned Gift Opportunities:

Include gifts of retirement plan assets, gifts of life insurance and life income gifts.

  • Charitable Gift Annuity - is a simple contract between a donar and the Foundation whereby, in echange for your irrevocable gift of cas and/or appreciated maketable securities The Actuarial Foundation agrees to pay you a guaranteed fixed income for life.
  • Deferred Charitable Gift Annuity - A deferred charitable gift annuity invloves the current transfer of cash and/or marketable securities to the Foundation, in return for which The Actuarial Foundation agrees to pay you income at a predetermined future date.
  • Gifts of Retirement Plan Assets - such as pension plans or IRAs, may allow you to give more than you thought possible, while eliminating taxes that may otherwise largely consume these assets.
  • Gifts of Life Insurance - Gifts of policies or proceeds you may no longer need offer excellent tax benefits. Life insurance can also be used to "replace" assets given away, thereby providing for loved ones in addition to your charitable interests.
  • Life Income Gifts - can be a tax-effective way to provide you and/or someone you designate with regular payments for life.

It is recommended that interested donors consult with an estate attorney or financial planner as you consider your planned giving strategies.

 

 

 

 

 

 

 
 

"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