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Legacy Circle

Legacy Circle LogoThe SARRC Legacy Circle was established to create additional financial resources for the long term needs of our community and lasting economic stability, despite economic conditions. This Circle of on-going support has been formed to honor legacy donors for their commitment to SARRC's mission.

Your gift to the Legacy Circle Endowment Fund is a long term investment in the research, programs and services of SARRC. It is carefully managed by prudent financial experts through policies approved and monitored by SARRC's Board of Directors. These perpetual legacy gifts will allow continued expansion of our endowment funds, sustaining SARRC's essential services for the years ahead.

Through a charitable provision in a will, trust or gift annuity contract, or by designation of a future gift of insurance or retirement assets, each Legacy Circle Member ensures the continued vitality and growth of SARRC's services from one generation to the next. These supporters make an extraordinary, living gift to those they love with autism and their community.

Legacy Circle Founding Members

  • Neil & Lynn Balter
  • Timothy & Diane Bolden
  • Kathy & Mike Bosco
  • Dan & Paula Coleman
  • Jim Corzine
  • Dave & Peggy Cottle
  • Patti & Herb Dreiseszun
  • Nicole M. Goodwin
  • Meighan Harahan
  • Tom & Kathleen Harris
  • J.W. Holmes
  • Sean & Melissa Husmoe
  • Gary Jaburg
  • Jeri & Brent Kendle
  • Helen and Raun Melmed
  • Addie & Joe Mocca
  • Tim & Sarah Newquist
  • Erica & Daniel Openden
  • Socrates & Stephanie Papadopoulos
  • Craig O. Pearson
  • Rob & Denise Resnik Family Trust
  • Phyllis & Howard Rosfeld
  • Beth & Charles Salazar
  • Debbie & Mark Schwartz
  • Ken and Heidi Scott
  • Howard & Wendi Sobelman
  • Sunshyne Trust
  • Daron Sutton
  • Desiree & Greg Wells
  • Anonymous (3)

Legacy Circle Members

  • Roberta Balter
  • Chadwick & Elana Campbell
  • Joseph T. Clees
  • Paula S. Friedlund
  • Joy and Laurence Gross
  • Larry and Diane Hillwig
  • Claire and Brian Kelley
  • Rob & Tracy Lloyd
  • Cathy Luebke
  • Kat and Mike McMahon
  • Essential Nourishment
  • Dan and Kim Owens
  • Sergio and Sarah Penaloza Living Trust
  • Karen L. Starbowski
  • Emily Taylor
  • Anonymous

Recognition and Benefits for Legacy Circle Members

As our thank you to members of the Legacy Circle, SARRC extends lifetime benefits that include:

  • Invitation to an annual social event created especially to honor Legacy Circle Members
  • Recognition, with your permission, of your name as a member of the Legacy Circle on the SARRC entryway Donor Wall and in the "Outreach Magazine" published annually

Ready to Become a Member?

Have you already included SARRC in your estate plan, or do you plan to soon? Let us know, so we can celebrate your gift during your lifetime! Complete our Legacy Circle Bequest/Planned Gift Confirmation Form. Should you wish to remain anonymous, we will respect those wishes and details of your gift are always confidential.

If you've begun the process of planning your estate, we would be pleased to provide assistance. Members of our Planned Giving Advisory Council are available to talk with you and your professional advisors. Free, non-obligation estate planning materials are available here on our website or by contacting Beth Salazar, SARRC's Planned Giving Manager at (602) 606-9876.

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to Southwest Autism Research & Resource Center a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state ZIP], give, devise and bequeath to SARRC [written amount or percentage of the estate or description of property] for its unrestricted use and purpose." 

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to SARRC or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to SARRC as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to SARRC as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and SARRC where you agree to make a gift to SARRC and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.