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Legacy Gift Planning

Estate & Legacy Gifts
  Mary Blockinger
Thomas Bond
Beatrice Gonzalez
The Raymond W. Jewell Living Trust
John Herr
Art Sweet
Woody and Louise Reed Family Trust
   

The Alisa Ann Ruch Burn Legacy Fund was formed to recognize and honor those persons who have made a documented planned gift to the Alisa Ann Ruch Burn Foundation.

Thank you to the Woody and Louise Reed Family Trust for the amazingly generous bequest gift of $500,000 in 2010. Read more about the Legacy Gift Spotlight.

Click here to download the Estate Planning Tool

Members of the Legacy Fund periodically receive helpful tax and financial planning information and invitations to special events to celebrate their thoughtful planning. 

Legacy Fund gifts can be made in several forms: Gift in Life, Bequest, Revocable Living Trust, Life Insurance, Pooled Income Fund, Charitable Remainder Trust, Charitable Gift Annuity, Gift of Real Estate, Memorial Gift and The General Endowment.

Click here to download the Estate Planning Tool and discuss your involvement with AARBF’s Legacy Fund with you financial and legal advisor.

For more information about estate planning and the Legacy Fund, please contact our main office at (818) 848-0223.

 
 

John Herr, AARBF Legacy Donor.

 

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