The Actuarial Foundation

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Planned Giving


 

Meet Our Legacy Circle Members

The Actuarial Foundation is honored to have the following individuals join our Legacy Circle.

John and Beverly Antliff

Craig and Merilyn Baldwin

Paul Braithwaite

Bob and Maggie Conger

Gary and Consuelo Corbett

Michael and Cathleen Corey

William Falk

Doug and Toni French

Dave and Kitty Hartman

David and Faye Holland

Joe and Michelle Kelly
Jim and Barbara MacGinnitie

Joel Magyar
Steve and Janie Radcliffe

Rod and Lori Rohda

Gail Ross

Walter and Amelia Rugland

Steven Schreiber and Amy Lorowitz
Bob and Karen Shapiro

Fred and Sue Sievert
Michelle Smith

Eileen and Bill Streu

Dorn and Joanne Swerdlin

Mavis Walters

Thanks to the generosity of these individuals, the Foundation will continue to serve the public and the profession for years to come.

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"Being part of the actuarial profession has been a wonderful experience.  We've been blessed with many actuarial friends and colleagues who have made a difference in our lives and we're proud to help the "next" generation through The Actuarial Foundation's legacy gifts program.  Whether through youth education, scholarships, research, or consumer financial education, the Foundation is making a positive difference in people's lives as well as in the future of the actuarial profession." 

David and Faye


"The Actuarial Foundation's programs -- scholarship, financial literacy, consumer education, math education for youth, and research -- are making a real difference in universities, local classrooms, libraries, community groups, and households across the country, as well as in the profession itself.  Maggie and I are pleased to support The Foundation's programs through financial contributions and with my volunteer time today, and to support its future activities by including The Actuarial Foundation in our estate plan.  It's one way that we can give back to the profession, and to society at large."  

Bob and Maggie

"Over the 40 some years I have worked in the insurance industry I have been the beneficiary of a profession that has granted significant personal and financial rewards.  By participating in The Actuarial Foundation's Planned Giving program Merilyn and I now feel we can help pay forward some of these benefits to the next generation of students and industry professionals."

Craig and Merilyn

"We admire the growth and direction The Actuarial Foundation is taking for an educated society pursuing a secure financial future on behalf of the actuarial profession.  The Foundation's programmatic activities begin with the education of our youth addressing math and general financial illiteracy.  The youth of today are the adults of tomorrow and we hope our gifts will continue to prepare our youth for tomorrow's possibilities."

Jim and Barbara


"We are honored to be able to give back to the actuarial profession through a planned gift to The Actuarial Foundation. Being an actuary has provided us many opportunities through work experiences, professional association activities and our personal life. A planned gift will help allow TAF to continue its work in the future to help students achieve in math, help educate consumers and help fund actuarial research."

Dave and Kitty

"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

"Giving to The Actuarial Foundation is a very gratifying way to express our appreciation to a profession that has enabled us to enjoy such a wonderful and fulfilling career. By providing for the Foundation in our Will, we take comfort in knowing the Foundation will enjoy many years of expansion in its educational outreach to students, teachers, consumers and the profession."  

Fred and Sue

To learn more about Planned Giving Opportunities - More >

Let Us Know - If you have already included The Actuarial Foundation in your charitable estate plan. More>

 

 

 

"You can't be an actuary without thinking about the future.  We realize that the profession we have is a gift from the prior generations. The future will depend on the platform we leave in a rapidly changing world that requires extraordinary focus on education, execution and quality delivery of professional service. The Actuarial Foundation is a critical part of the platform structure." - Walter and Amelia

"Over the 40 some years I have

worked in the insurance industry, I

have been the beneficiary of a profession that has granted significant personal and financial rewards.  By participating in The Actuarial Foundation's Planned Giving program, Merilyn and I now feel we can help pay forward some of these benefits to the next generation of students and industry professionals." 

Craig and Merilyn

 

"Both Karen and I have enjoyed being actively engaged with The Actuarial Foundation since its inception in 1994. Our involvement has primarily been with Youth Education programs. We are impressed by the continuing growth in the breadth and depth of these programs. The Actuarial Foundation is a critical component of the actuarial profession and its values."

Bob and Karen

"Being an actuary has been a great career and it's a wonderful feeling to be able to give back to the profession through a planned gift to The Actuarial Foundation. Hopefully my gift will help TAF continue its efforts in the areas of the youth education, consumer financial education, actuarial research and scholarship programs." Gail