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Meet Our Donors

Annette StertzerAnnette Stertzer
Annette Stertzer is a giver; she wishes she could support every worthy cause. But a talk with Southwest Autism Research & Resource Center's planned giving manager struck a chord with Annette, whose nephew has autism, and she hopes her legacy gift inspires others. More »

King familyThe King Family
When Stephanie King's son, Urban, was 18 months old, he was diagnosed with autism. Looking for resources, the Kings turned to Southwest Autism Research and Resource Center (SARRC). More »

Jacquie and Andy WeflenJacquie and Andy Weflen
Jacquie Weflen shares that when she first toured Southwest Autism Research & Resource Center (SARRC), she was immediately drawn to the organization. More »

Harry and Rose PappHarry and Rose Papp
When Harry Papp was introduced to Southwest Autism Research & Resource Center (SARRC) and its programs by Dan Coleman and Gregg Wells, two of its board of directors, he quickly recognized the need to expand its programs and help as many people as possible—and he wanted to be part of the solution. More »

Megan SelveyMegan Selvey
Three years ago, Megan Selvey's work colleague and fellow attorney, Robin Cochran Kruger, invited her to become involved with SARRC's Planning Giving Professional Advisory Council. More »

Roberta BalterRoberta Balter
Growing up, Neil and Craig Balter remember their mother Roberta as being an altruistic force in everything that she did. "The one thing my mother instilled upon us more than anything was the perseverance to never give up," recalls Neil. More »

Robin Cochran KrugerRobin Cochran Kruger
With a prior background in special needs planning and elder law, Robin Cochran Kruger first learned about Southwest Autism Research & Resource Center (SARRC) while counseling her legal clients who were deeply impacted by family members facing developmental challenges. More »

Emily TaylorEmily Taylor
As an attorney who offers elder law, special needs and estate planning services, and is personally committed to giving back to her community, Emily Taylor saw an opportunity to provide professional support to SARRC as a member of the Professional Advisory Council. More »

Diane and Larry HillwigLarry and Diane Hillwig
Prior to SARRC, Larry and Diane Hillwig never had a personal connection or experience with autism. When Larry was selected as Southwest Autism Research & Resource Center's (SARRC) inaugural Chief Administrative Officer in early 2016, they had a chance to understand the impact SARRC was having in the community, as well as autism as a whole. More »

Kat and Mike McMahonKat and Mike McMahon
"Anything we can do to help raise awareness in the world of autism is enough motivation for us to help future growth," says Kat. More »

Joy and Larry GrossJoy and Larry Gross
"We hope that our legacy gift will have a lasting impact on increasing the number and quality of supports provided to individuals with autism throughout their lifetimes." says Legacy Circle member, Joy Gross. More »

Paula FriedlundPaula Friedlund
Over 6 years ago, Paula Friedlund found SARRC through a volunteer opportunity with her employer. She immediately knew it was an opportunity she couldn't let pass, as her nephew, Jaymz, had just been diagnosed with autism spectrum disorder (ASD) the year before. More »

Brian and Claire KelleyBrian and Claire Kelley
When their son was diagnosed three years ago, Brian and Claire enrolled into SARRC’s JumpStart program. There, they learned important strategies to better communicate with their son and other techniques in their journey with autism. More »

John DalenJohn Dalen
In November 2013, John Dalen enrolled in Rising Entrepreneurs, a former SARRC program designed to teach adults with autism spectrum disorder (ASD) how to bake and design a product to potentially introduce to the marketplace. More »

Neil and Lynn BalterNeil and Lynn Balter
When Lynn and Neil Balter learned their 3-year-old son, Jack, had autism, their doctor handed them a book to read and told them to come back in six months for a follow-up appointment. The "wait and see" approach wasn't good enough for the Balters. More »

Howard and Wendi SobelmanHoward and Wendi Sobelman
Like many Legacy Circle members, Howard and Wendi Sobelman were first introduced to Southwest Autism Research & Resource Center (SARRC) early in their family's journey with autism. More »

Chadwick and Elana CampbellChadwick and Elana Campbell
For Chadwick and Elana Campbell, it has been important to support SARRC as SARRC has supported their family during their autism journey. More »

Joe CleesJoe Clees
Joe Clees knows that his planned gift will have an important impact on the future programs, services and research conducted by Southwest Autism Research & Resource Center (SARRC). More »

Socrates and Stephanie PapadopoulosSocrates and Stephanie Papadopoulos
"I was so appreciative of the programs SARRC had for my child when we first became involved and for future programs for all families impacted by autism," says Stephanie Papadopoulos. More »

Kathy and Mike BoscoMike and Kathy Bosco
When Mike and Kathy Bosco's grandson was diagnosed with autism at 1.5 years old, Kathy sought to find a resource to help them better understand this new journey. Soon after, she discovered Southwest Autism Research & Resource Center (SARRC) and offered to volunteer so she could learn as much as she could about autism. More »

HusmoesSean and Melissa Husmoe
Sean and Melissa Husmoe were born and raised in Washington state, and moved to the Valley in 2003. Sean worked for a nonprofit organization in Washington, so when his family moved to Arizona he was interested in staying involved with the nonprofit sector. It wasn’t long after they arrived that he learned of Southwest Autism Research & Resource Center (SARRC). More »

Craig PearsonCraig Pearson
Since 2007, Craig Pearson has been vital in shaping what Southwest Autism Research & Resource Center (SARRC) is today. He has served SARRC in several key capacities: board member, donor, and volunteer. More »

Cathy LuebkeCathy Luebke
Like many of SARRC's earliest supporters, Cathy Luebke found out about the organization through passionate co-founder Denise Resnik. Inspired by Denise and SARRC's mission, Cathy decided to become part of SARRC's Legacy Circle.  More »

Rob and Tracy LloydRob and Tracy Lloyd
Rob and Tracy Lloyd like to stay busy both personally and professionally. Although they were Phoenix residents for years, Rob was recently hired to be the CIO for the City of San José, California, and Tracy is a former Probate Court Investigator for Maricopa County Superior Court.  More »

John HolmesJohn Holmes
Longtime Arizona resident John Holmes first got involved with SARRC when he started attending the Grandparents Group. With two grandchildren on the autism spectrum and another with attention-deficit/hyperactivity disorder (ADHD), John was looking for special needs education and support.  More »

Denise ResnikDenise D. Resnik
When their young son, Matt, was diagnosed with autism, Rob and Denise Resnik had a choice: institutionalize their son, as the doctor’s recommended or love and care for him in their home and commit to a lifetime of support.  More »

Dr. Raun MelmedDr. Raun Melmed
Dr. Melmed has made it his personal mission to have a positive impact on the lives of children and individuals with attentional, developmental and learning challenges. It is a mission that has been dear to him for decades. More »

Jim CorzineJim Corzine
When you talk to Jim Corzine about SARRC, it has a familiar feel. It is almost like you are having coffee with a longtime friend as he tells you how he originally became involved with SARRC. He says they involve the past, the present and the future. More »

Greg WellsGreg Wells
Recently, SARRC proudly announced that Greg Wells had been appointed Chairman of the SARRC Board of Directors. His leadership on the Board and his membership in the Legacy Circle means a great deal to the organization and to Greg. More »

Gary JaburgGary Jaburg
Gary Jaburg is a builder, a counselor and an advocate. It is a skillset that has served him well as the founder of a successful business, an attorney that fights for his clients and an advocate of numerous community organizations. More »

Dan and PaulaDan & Paula Coleman
Every year, more and more families learn that they have a child with autism. The impact of such a diagnosis can leave them wondering what to do and where to go. More »

Debbie and MarkDebbie & Mark Schwartz
There are times when the best support comes from people who have walked a similar journey. Debbie and Mark Schwartz's support of SARRC is rooted in a love for a nephew who has been severely impacted by autism. More »

Jeri and BrentJeri & Brent Kendle
"You are not here merely to make a living. You are here in order to enable the world to live more amply, with greater vision, with a finer spirit of hope and achievement. More »

Nicole GoodwinNicole Goodwin
When you can make it through a challenging situation and find a way to help others through it, that is a kindness beyond measure. Nicole Goodwin has displayed that kindness to many SARRC families. More »

MeighanMeighan Harahan
There are many ways to leave a legacy in your community. The SARRC Legacy Circle was created to honor those special individuals who have committed themselves to the guardianship of SARRC... More »

Tom and Kathleen HarrisTom and Kathleen Harris
Tom Harris is a leader...a leader in his work, in his community service and in his giving. As a member of the SARRC Board of Directors, he has lent his leadership and expertise to the Development Committee... More »

eBrochure Request Form

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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 potential 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 may qualify for a federal income tax charitable deduction when you itemize. 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 may qualify for a federal income tax charitable deduction when you itemize. 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

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