Planned Giving

Join Our Legacy Circle

The Actuarial Foundation would be honored to have you as a member of the Foundation's Legacy Circle. By joining, you will be alongside a group of exceptional individuals who do something extraordinary and far beyond traditional giving. They offer a unique testimony to the values they hold dear and make a grand gesture of generosity that lives on long after they do. Legacy Circle members directly impact society through the simple eloquence of example.

Planned gifts are derived from a donor's assets rather than income and can be outright or deferred. Gifts may include bequests, charitable gift annuities, charitable trusts, gifts of retirement plan assets and of life insurance. The Legacy Circle recognizes those who leave such gifts - gifts that will live on for generations.

Benefits when making a gift:

• Reduce your taxable estate by the value of your bequest.
• Distribute your assets according to your wishes.
• Leave a legacy for tomorrow without giving up assets today.

Bequests - one of the easiest ways to make a gift to The Actuarial Foundation is by leaving a bequest in your Will. There are several ways you can do this . More>

Stocks- a gift of stock is another form of contribution. Simply call The Actuarial Foundation office at 847-706-3535 to request the necessary transfer form or reach us via email at Laura.Hogan@ActFnd.org

Other Planned Giving Opportunities - arrangements that are feasible for donors of all income levels. More>