The Actuarial Foundation

Preparing for tomorrow's possibilities through education

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Planned Giving

 

Bequests

A bequest (gift through your will or trust) is one of the simplest ways to remember the Foundation. Through a bequest, you may provide that a specific piece of property, amount of money, or a percentage of your estate go to the Foundation.

Additional types of bequests are:

  • A residuary bequest - may simply state that the Foundation is to receive the reminder of your estate after all specific bequests have been made.
  • A contingent bequest - may be used to ensure that the Foundation receives money or property if one or more of your named beneficiaries do not survive you.
  • A life income - bequest can provide the security of a lifetime income for you or your loved ones, while assuring an eventual gift to the Foundation.

Sample Bequest Form

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

 

 

"Making a planned gift to The Actuarial Foundation was an easy and natural way to give back in acknowledgement of an actuarial career that was fulfilling in so many ways. Our bequest combined with those of a (hopefully) growing number of others will enable the Foundation to increase the scope of its important work for the benefit of many and help to highlight the value provided by our profession's skills. "
Rod and Lori