Legacy Giving

You can leave a lasting legacy by establishing a named fund or giving to an existing Arizona Community Foundation fund after your lifetime, ensuring a healthy future for your favorite causes and organizations.

Man and child at sunset.

Getting Started with a Planned Gift

Step One

Call ACF at 602.381.1400 to be connected with a local expert who can work with you and your financial advisor, attorney, or CPA.

Step Two

Request ACF's sample gift planning language and work with your advisor to incorporate similar language into your will, trust, or other gift instrument.

Step Three

Document your charitable wishes with an ACF legacy gift agreement.

Additional Resources

Our partners at Crescendo Interactive have a variety of guides, videos, and brochures to enhance your charitable giving legacy.

Our partners at Crescendo Interactive have a variety of guides, videos, and brochures to enhance your charitable giving legacy.

Don't choose between family and charity

A planned gift may decrease estate and inheritance taxes while allowing you to invest in your community. Contact Kristen Mihaljevic or your local expert to learn more.

A planned gift may decrease estate and inheritance taxes while allowing you to invest in your community. Contact Kristen Mihaljevic or your local expert to learn more.

Types of Legacy Gifts

ACF offers a variety of planned giving options for you to consider.

Charitable Bequest

Name the Arizona Community Foundation as a recipient of any percentage of your estate through your will or trust.

Charitable Gift Annuity

Make a charitable gift while you or someone you designate receive lifetime income. The remainder goes to ACF upon your passing.

Charitable 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

Name the Arizona Community Foundation as a beneficiary of your insurance policy 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

Provide assets to heirs and name the Arizona Community Foundation as the beneficiary of your retirement accounts.

Legacy Donor Spotlight

Impacting future generations

Barbara Bruhn sits on bench with dog in her lap

For Barbara Bruhn, giving is living. After her husband passed in early 2022, the octogenarian Cottonwood resident was determined to get her own affairs in order.

At the top of the list were Barbara’s two pups, Gucci and Tag. She needed to know, above all else, that her furry companions would have a safe home when she was no longer around to care for them.

Barbara reached out to the Humane Society of Sedona to make a planned gift, along with a plan for Gucci and Tag to be admitted to the Humane Society’s shelter after her passing. But what started as a contingency plan quickly developed into more when Jennifer Brehler, Executive Director of the Humane Society of Sedona, shared Barbara’s story with the Arizona Community Foundation.

As an ACF nonprofit fundholder, Jennifer knew that ACF could help turn Barbara’s gift into a greater opportunity than she could have ever imagined, while continuing to benefit the Humane Society of Sedona. Barbara worked with ACF of Sedona to establish a legacy gift, one that is arranged today and is funded upon a donor’s passing.

In accordance with her legacy gift agreement, the Barbara C. Bruhn Gift of Life Fund will begin with $2 million, a portion of which will be distributed by ACF to the 10 charities that Barbara selected in perpetuity. Organizations like the Humane Society of Sedona and St. Jude’s Children’s Hospital will receive funding each year in Barbara’s name. One other benefit of creating this type of gift with a community foundation is that donors like Barbara may continue to make changes to their gift throughout their lifetime without incurring the cost of amending their estate documents.

For Barbara, the thought of giving after she’s gone is more than enough to give her peace of mind. “My mom always used to say, ‘Barbara, you can’t help everyone.’ And to that I say, ‘Well, I’m sure going to try.’”

My mom always used to say, ‘Barbara, you can’t help everyone.’ And to that I say, ‘Well, I’m sure going to try.'

Barbara Bruhn

Legacy Donor

Learn more about legacy giving