Planned Giving

Join Our Legacy Circle

The Actuarial Foundation’s Legacy Circle honors and remembers those who include the Foundation in their future plans, whether through a specific bequest in their will, trust, charitable gift annuity, retirement plan or beneficiary of all or a portion of an insurance policy. The Legacy Circle helps us keep our promise to provide the highest quality, innovative math education and financial literacy programs to those we serve. Legal and/or financial counsel should be sought when making your plans.

Meet Our Legacy Circle Members

The Actuarial Foundation is honored to have the following individuals as part of our Legacy Circle.

Bob and Pat Anker

John and Beverly Antliff

Craig and Merilyn Baldwin

Paul Braithwaite

Bob and Maggie Conger

Gary and Consuelo Corbett

Michael and Cathleen Corey

William Falk

Doug and Toni French

Dave and Kitty Hartman

David and Faye Holland

Joe and Michelle Kelly

Jim and Barbara MacGinnitie

Joel Magyar

Steve and Janie Radcliffe

Rod and Lori Rohda

Gail Ross

Walter and Amelia Rugland

Steven Schreiber and Amy Lorowitz

Bob and Karen Shapiro

Vinaya Sharma

Fred and Sue Sievert

Michelle Smith

Eileen and Bill Streu

Dorn and Joanne Swerdlin

Mavis Walters

Some common types of legacy gifts include:

Bequest

A bequest is a simple instruction in your will to give a specific gift or a percentage of the estate to the Foundation. Unless you choose to share your intentions, they will remain private as long as you are living. A bequest can be changed at any time and can be made anonymously.

Stock

Securities, stocks and bonds can have a designated beneficiary or can be given at any time for any purpose to support your charitable intentions. Assets owned for more than one year, such as stocks or real estate, may bypass capital gains taxes with their full value supporting your charity.

Charitable Remainder Trust

This type of trust is a special tax-exempt trust that can receive long-term appreciated assets such as stock or real estate and bypass the capital gains taxes.

Real Estate

Property that has appreciated in value and is subject to capital gains tax is an excellent asset to use for a charitable gift, either as an outright gift or to fund a charitable remainder trust. (Outright gifts of real estate are subject to the approval of the Foundation’s Board of Trustees.)

IRA and Other Retirement Assets

A gift from a tax-deferred retirement asset such as a 401(k) or a 403(b) can be made by designating the Foundation as a beneficiary.

Life Insurance

You may designate the Foundation as a beneficiary in your life insurance policy for all or a portion of the proceeds.

For further information, contact Jason Leppin, Executive Director at 847-706-3557, or contact your personal financial advisor for details.

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