The American College of Financial Services‘s Heritage Society honors our alumni, friends, and members of the community who have generously remembered The American College of Financial Services in their estate plans. If you would like to learn how you can leave a legacy at The American College of Financial Services, or have already remembered The American College of Financial Services in your plans, please contact us so that we may welcome you to the Heritage Society.
The following types of commitments, confirmed in writing and subject to certain restrictions, qualify you for membership in the Legacy Society:
- a bequest in your will or revocable trust;
- a life-income gift that names The American College of Financial Services as a remainder beneficiary, such as a charitable
remainder trust, a charitable gift annuity, or a pooled income fund gift;
- a charitable lead trust that provides income to The American College of Financial Services for a donor’s lifetime or a term of years;
- a gift or assignment of qualified retirement plan assets, such as an IRA, 401(k) or 403(b);
- a gift of life insurance.
If you have already included The American College of Financial Services in a bequest or other planned gift, we hope you will let us know by filling out the member profile form. Your willingness to be listed as a member of Legacy Society encourages others to follow your example. We acknowledge and respect those who wish to remain anonymous, but we urge you to let us know of your plans on a confidential basis. If you have not yet included The American College of Financial Services in your plans and you would like to explore the best options for you and your family, do not hesitate to contact us. We would be glad to provide a confidential forum to discuss your options without any obligation.
In an effort to preserve your legacy for the purpose it is intended, we have chosen a few simple ways to recognize your commitment. Each new member will receive a certificate of appreciation and letter of thanks from the President of The American College of Financial Services, along with a handsome recognition gift that we hope you will treasure for years to come.
In addition to these small expressions of gratitude, we hope you will allow us to recognize you as a member of the Legacy Society in our annual donor recognition publication. Lastly, as a member of Legacy Society, you will receive timely information, tips, and ongoing professional Gift Planning services from the Office of Gift Planning.