Planned Giving

You can become a philanthropist with a gift that is planned today and realized after your lifetime.

Creating a legacy

With the addition of a provision in your will or trust, you can designate the Arizona Community Foundation or an Affiliate to receive a percentage or specific amount from your estate, or take advantage of more sophisticated strategies—like giving instruments that provide an income stream to meet current financial needs.

Family or community? You don't have to choose

A senior couple

If current financial, business or family obligations are keeping you from charitable giving, rest assured that you don't have to choose between family and charity. You can serve both with a planned gift, possibly saving your family money by decreasing estate and inheritance taxes.

You may elect today how your gift will be used in the community after your lifetime by completing a non-binding Testamentary Fund Agreement. This revocable agreement allows you to name the fund your gift will create, identify any fund advisors, specify your charitable interest areas and even express a desire for anonymity. If you change your mind at any time, we can simply amend the agreement without any costs or legal assistance.

Charitable Bequest

Name the Community Foundation to receive all or a portion of your estate through your will or trust, reducing estate taxes while creating a charitable legacy.

Charitable Gift Annuity

You make a charitable gift and you and/or someone you designate can receive lifetime income. The remainder goes to ACF upon your passing, potentially reducing and deferring capital gains tax and reducing probate costs and estate taxes.

Charitable Trusts

A charitable lead trust or several types of charitable remainder trusts create valuable options in estate planning by providing tax savings, a significant gift and income for either a charity or family members.

Life Insurance Policies

Naming the Community Foundation as a beneficiary of your insurance policy enables you to create a charitable legacy without invading cash and other assets designated for your heirs.

Life Estate

Give your personal residence, ranch or farm as a gift, occupy the residence or land without disruption, and receive an income tax charitable deduction for the present value of the remainder interest.

Retirement Account Assets

Double taxation on retirement plan withdrawals decreases their value for your heirs. Consider providing other assets to heirs and naming the Community Foundation as the beneficiary of your retirement accounts. You can save taxes and preserve your hard-earned assets for the good of your community.

The Legacy Society recognizes the generosity and foresight of those who have remembered the Arizona Community Foundation or a regional affiliate in their will or trust. These testamentary donors receive regular communications, are recognized in ACF publications and are honored for their generosity at an annual celebration.

Arizona Community Foundation & Affiliates Legacy Society

While we honor those who are named to the Legacy Society, as listed in the 2018 Annual Report, we also appreciate the gifts of those who wish to remain anonymous.

    • Diane Abé
    • Douglas and Elaine Alexander
    • Lesley Alward
    • Della May Anderson
    • Warren and Carolynn Anderson
    • Jeff and Debbie Andrews
    • Kenneth and Julia Appletree
    • Charles and Elizabeth Arnold
    • Jesse and Idonia Ary
    • Janice Ashby
    • Diana Atkins and Michael Mladejovsky
    • Mr. and Mrs. Robert P. Augustine
    • Mary Kuzell Babbitt and Paul Babbitt
    • Michael Bacci
    • Christopher and Dawn Bailey
    • John and Marion Baker
    • Geoffrey Barnard and Diane Vosick
    • Drew Barringer and Clare Schneider
    • Margie and Dave Beach
    • The Bender Family
    • Thomas and Lois Benson
    • Debra Bentlage
    • Ann-Marie Benz
    • Harvey and Dawn Bershader
    • William Bickel

    • Linda Bliss
    • Barbara Boehm
    • Bobbie Bollinger
    • Gary and Phylis Bolno
    • J. William and Marilyn Boyce
    • Richard and Benita Boyd
    • Marilyn Braun
    • Robert Braun
    • James Brewster
    • Penny S. Brown
    • Douglas Bunch
    • Jason and Janet Burgess
    • Emily Burns
    • Marilyn Callahan
    • Bill and Susan Cammock
    • Ginger Carlson
    • Patricia Carmody
    • Deborah Carstens
    • Carol Chamberlain and Kenneth Mabarak
    • Patti Childers
    • George Childress
    • Barbara Clarke
    • Barb Clelland
    • Shelley Cohn
    • W. David Connell

    • Malcolm and Carol Craig
    • Jean Cross
    • Richard and Sandra Cummings
    • Larry Cunningham
    • Misha Curtis
    • J. Michael and Margaret Daley
    • Diana Dalsass
    • Wilbert and Patricia Danesi
    • Andrew and Starla David
    • Jerry and Harryette David
    • Norma Davison West
    • Barbara Dean
    • Ellen and Craig Dean
    • Michael and Carol Dean
    • Kathleen Desmond
    • Joel and Amy Sue DeTar
    • Willard and Patricia Detwiler
    • Mark D’Hondt
    • Russell and Erika Dickey
    • Marnie and Harvey Dietrich
    • Anne Durning
    • William and Roseann Ebert
    • Kristi and Dale Edwards
    • Tricia and Larry Egger
    • Ann Ewen and Mark Edwards
    • Michael and Kiar First

    • Carolyn Fisher
    • James and Anita Fleming
    • Susan Flint
    • Edward and Cecilia Ford
    • Barry Froman
    • Eugene Galazan and Estherly Allen
    • Dan Galloway
    • Gary and Rita Gay
    • Margaret Geis
    • Stephanie Giesbrecht
    • Thomas and Jo-Anne Gilman
    • John and Mary Gosule
    • Tom Gramatikas
    • Erika and Roger Greaves
    • Doris Jean Green
    • James and Sandra Green
    • Betty Griggs
    • Gary and Connie Grube
    • Dora Gruber

    • Joan Halford
    • Cliff and Katie Hamilton
    • Lila Harnett
    • Clifford Jr. and Carol Harris
    • Marilyn Harris
    • Edward Harrison and Carol Delahanty
    • Bernard and Susan Hay
    • Dane Hays
    • Steve Heit
    • Margaret Hendrick
    • Sharon Hendrix
    • Linda Herman
    • Jerry Hirsch
    • Ed Hitchcock
    • Julie Holding
    • Bruce and Jane Hopkins
    • Thomas Howell and Alma Christine Vathis Howell
    • Lew and Nancy Hoyt
    • Steve and Leslie Hunt
    • Chris and Mary Huntley
    • Harriet Ivey

    • David Jenner
    • Carol Johnson
    • Dalene Johnson
    • Jerry and Roabie Johnson

    • Robert Johnson

    • Cherie Jones
    • Karen Justice
    • Marc Kellenberger
    • Jill Kelleran
    • Kevin Kellogg and Peggy Nies
    • Michael and Vera Kelly
    • Kati Kelly
    • Melissa Kemp
    • Terrance P. Kennealy
    • Patricia Kenyon
    • Raymond Klein
    • Sheila Kloefkorn
    • Ed and Lisa Knight
    • Mary Ann and Gerald Kniss
    • Eleanor Kohler
    • Kirby and Donna Kongable
    • Mary Ellen Kress
    • Wolfgang and Hedy Kriegsman
    • Patricia Kroenaur
    • Mary Krzysik
    • Kimberly and Norm Kur
    • David Kurdeka

    • Mark and Rosie Lamberson
    • Kenneth and Dorothy Lamm
    • Arlen and Loretta Larson
    • Janice Larson
    • Angela Leen
    • Hazel Leslie
    • Sue Lindmeier
    • BJ Lippincott
    • Dave Lueth
    • Selmer Lutey
    • Virginia Madek
    • Frank and Sue Maglietta
    • Daniel Mariani
    • Charles Marr
    • Julie Marsland
    • Sandy and Perry Massie
    • Nancy and Clyde Matsui
    • Nancy Maurer
    • Marjorie and Sam McClanahan

    • Dennis McEvoy
    • Coyla and Byron McKean
    • Marjorie Means
    • Ann and Matt Melsheimer
    • Doris Merrifield

    • Joanna and John Michelich
    • William and Carol Miller
    • Angie Mitchell
    • Patricia Monahan
    • The Muhl Family
    • Dutch Nagle
    • Dawn Nehls and Sylvia Stevens
    • John Neville and Jawn McKinley
    • Frederick and Virginia Newnam
    • Kenneth and Mary Nolan
    • Cheryl Nordstrom
    • Dunbar and Mary Norton
    • Steve and Jan O'Neil
    • Brigida Osborn
    • Michael C. and Susan H. Oster
    • Jodi Padgett
    • Connie Parli
    • Carol Parry and John Fox
    • Brenda and Van Parson
    • Lance and Kristin Patterson
    • Roger Peck
    • Dean Pedrotti
    • Kevin Pitts
    • Jay and Laura Plummer
    • Patricia Pollak
    • Bernadette Polley

    • Manfred Poppe
    • Mark and Heather Powell
    • George Puchall
    • Leslie Quenichet
    • Lawrence Rand
    • James and Cecelia Rappaport
    • Mel C. Reese III
    • Toshiko Resh
    • Adrian Reznik

    • James and Doris Robak
    • Christine Robinson
    • Edward and Peggy Roman
    • Lydia Rondeau 
    • Raymond Rondeau
    • Lawrence and Hilda Rosenblum
    • William and Carol Roskey
    • Susan Ross and Gary Waddington
    • Charlene Rule
    • Webster and Shirley Sage
    • Jay and Carol Sanger
    • Greg and Laurie Sapp
    • Jeff Sauter
    • Cheryl Savoie
    • Rosemary Schaefer
    • Linda Scheerer
    • Joe Schmidt
    • Susan Schroeder and Gary McNaughton
    • James Schroeder
    • Susan Scott
    • Morton and Arlene Scult
    • Diane Seeley
    • Steven and Karen Seleznow
    • James and Deborah Selland
    • Edwin Shaufler

    • Faye and Doris Shaw
    • June Sherod 
    • Eileen Sherrill
    • Ray Sigafoos
    • Don and A. J. Silseth
    • Ms. Rita M. Skarbek and Ms. Mary Nystedt

    • Pruett and Karen Small

    • Don and Laurie Smith
    • Stephen and Eileen Smith
    • Verne and Mary Smith
    • Dianne Snook
    • Beverly Soule
    • Carol Standley
    • Larry Stark
    • Margaret Stehlik
    • Beverly Stevenson
    • Barbara Stewart
    • Elaine Stewart
    • Dr. and Mrs. Warren H. Stewart, Sr. Family Foundation

    • Margaret Stidworthy
    • Robert Stimming
    • David Stringer
    • Georgiana Swanson
    • Paul and Nancy Sypniewski
    • Bruce Thoeny
    • Brinley Thomas
    • Charlotte Thomas
    • Gene and Cheri Thomas
    • Terence Thomas
    • Jim Tilley
    • Richard Tollefson, Jr.
    • Mary Trevor and Toni Kaus
    • Anthony and Leslie Turek
    • Roy and Cynthia Vallee
    • Laurie Vesco
    • Bob and Emily Vincent

    • Frankie Ware
    • William and Patricia Welter

    • John and Linda Werner
    • Helen Whatmough
    • Dona Lee Wheeler
    • Michael and Deborah Whitehurst
    • Betty L. and John O. Whiteman
    • Barbara Wich
    • Earl Wilcox
    • Tommie Wildman
    • Suzanne Williams Richards
    • Maurine and Warner Wise
    • Diane and Robert Wolf
    • Carole and John Wooldrik
    • Gary Worob
    • Pat Yocum
    • Barbara Zugor and Steve Radvick

  • Kati Kelly

Talk With Us

Your contacts for Planned Giving: 

Kristen Mihaljevic
Director, Planned Giving

Kimberly C. Kur, J.D.
Senior Vice President, Planned Giving & Advancement

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