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.

Getting Started with a Planned Gift

Step One

Make sure you have an up-to-date estate plan reflecting your charitable giving goals. This ensures you have control of your property and assets to the probate courts.

Step Two

Contact your financial planner, accountant, or lawyer for help in establishing a charitable component in your will or trust. ACF will collaborate with them to serve your charitable interests.

Step Three

Consider donating a percentage of your assets along with cash alternatives. These include retirement assets, investment accounts, annuities, business interests, real estate, insurance policies, or personal property.

Step Four

Get in touch with ACF’s planned giving professionals to complete a testamentary fund agreement.

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

ACF donors Susan and Bill Cammock.

Bill and Susan Cammock enjoyed successful careers in Ohio before retiring to Sedona. They quickly adopted their new town as their own and looked for ways to give back and make an impact. They made donations to educational and animal welfare causes—and to a new organization their neighbors told them about, the Sedona Community Foundation (ACF of Sedona’s name at the time).

The community foundation intrigued this entrepreneurial duo. By using the sophisticated financial tools offered by the foundation, they could not only keep their dollars local but potentially make an impact far beyond what simple donations could do. Although the foundation was small at that time, both Bill and Susan could see the untapped potential.

They opened a donor advised fund and became ACF Legacy Donors. Bill joined the Board of Advisors and started formulating plans for what would become the Pathway to Careers Scholarship Fund.

Bill had received a scholarship for college and was passionate about extending the gift of education to others. But, as is typical of this couple, he looked for strategic ways that he could make the biggest impact.

Living in Sedona, it was hard not to notice the shortage of skilled tradespeople. Getting people who are struggling financially into high-paying trades seemed to be the ultimate win-win solution for an impactful education program. While most scholarship funds focus on university education, Bill set out to provide resources for this neglected area of need. And of course, the Cammocks set out from the start to do it in a big way.

Taking inspiration from the Pat Marr Memorial Scholarship Fund at ACF, Bill and Susan partnered with their friend, Chuck Marr, and set out to create a significant, semi-endowed fund to help put local people through career and technical education programs. Instead of setting up a typical scholarship fund, they created a public field of interest fund at ACF, allowing all philanthropists in the region to participate.

The Cammocks and Chuck Marr made significant investments in the fund to get it started. They then set out to actively build the fund through wider community philanthropic support. The Pathway to Careers Scholarship Fund is now one of ACF of Sedona’s flagship educational programs, helping numerous local families achieve dreams and escape from financial distress.

Bill and Susan are not only true philanthropists in every sense of the word. They helped to create systems and institutions that catalyze increasingly larger philanthropic resources for the community.

Learn more about legacy giving