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Planned Giving



An Investment in the Future

Consider leaving a legacy of support by making a planned gift to The Actuarial Foundation. Planned gifts allow you to combine your charitable giving goals with your estate and financial planning goals. Your gift will provide lasting benefits through our Youth Education, Consumer Financial Education, Research and Scholarship programs.

Planned gifts include bequests, charitable gift annuities, charitable life income trust, gifts of retirement plan assets, life insurance and real estate.

A planned gift may enable you to make a more significant gift than you thought possible while at the same time allowing you to achieve your financial, philanthropic and estate planning goals.

Join Our Legacy Circle By Making A Planned Gift - The Actuarial Foundation would be honored to have you as a member of the Foundation's Legacy Circle. To learn more about the various types of bequests and planned giving options click here. More>

Meet our Legacy Circle Members - These individuals have made a commitment to include The Actuarial Foundation in their estate planning. More>

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






"As a non-actuary, but one who had been highly involved with the work of the Foundation as a former staff member, Bill and I are proud to be able to join the efforts of the many actuaries who have contributed to the good works of The Actuarial Foundation-creating programs that have benefited many students, teachers, consumers and the profession.  With a planned gift it is our desire to continue to be a part of the Foundation's worthwhile programs and contribute to its future successes."

Eileen and Bill

"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