The 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
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
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.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.