Ways to Give

Legacy Giving

You can leave a lasting legacy by establishing a named fund or giving to an existing Arizona Community Foundation fund after your lifetime, ensuring a healthy future for your favorite causes and organizations.

Getting Started with a Planned Gift

Step One

Call ACF at 602.381.1400 to be connected with a local expert who can work with you and your financial advisor, attorney, or CPA.

Step Two

Request ACF's sample gift planning language and work with your advisor to incorporate similar language into your will, trust, or other gift instrument.

Step Three

Document your charitable wishes with an ACF legacy gift agreement.

Additional Resources

Our partners at Crescendo Interactive have a variety of guides, videos, and brochures to enhance your charitable giving legacy.

Explore Resources

Don't choose between family and charity

A planned gift may decrease estate and inheritance taxes while allowing you to invest in your community. Contact Erin Green or your local expert to learn more.

Types of Legacy Gifts

ACF offers a variety of planned giving options for you to consider.

Compare Planned Giving Options

Charitable Bequest

Name the Arizona Community Foundation as a recipient of any percentage of your estate through your will or trust.

Charitable Gift Annuity

Make a charitable gift while you or someone you designate receive lifetime income. The remainder goes to ACF upon your passing.

Charitable Trusts

Create valuable options in estate planning by providing tax savings, a significant gift and income for either a charity or family members.

Life Insurance Policies

Name the Arizona Community Foundation as a beneficiary of your insurance policy to create a charitable legacy without invading cash and other assets designated for your heirs.

Life Estate

Give your personal residence, ranch, or farm as a gift, occupy the residence or land without disruption, and receive an income tax charitable deduction for the present value of the remainder interest.

Retirement Account Assets

Provide assets to heirs and name the Arizona Community Foundation as the beneficiary of your retirement accounts.

Legacy Donor Spotlight

Family Legacy Lives on in Yuma Parks

Jones Osborn and his wife Brigida were fixtures in the Yuma community for many years. When Jones passed away in 2014 at the age of 93, he left an enduring legacy, both financially and in his service to the community.

The Osborns created an endowment fund through a charitable remainder trust with ACF of Yuma in 2004, which benefits the Yuma Parks and Recreation Department. As the fund's balance grew for 20 years, the Osborns' dedication to the community grew along with it.

Jones had a distinguished career as the owner and editor of the Yuma Sun, was a U.S. Army Veteran who earned two Bronze Stars and represented Yuma and La Paz Counties in the State Legislature for more than 20 years. But it was his love of nature that drove him to provide for the improvement of his beloved city parks.

"With gifts like this, we can continue making our parks family friendly, just like the Osborns envisioned," said Arturo Morales, Member of the Yuma City Council. "This represents more than just funds, it's a lasting commitment to making Yuma a place where all families can thrive."

One of his main forms of enjoyment was to hike and camp. We climbed together, and he used to hunt a lot when he was younger. He just loved being outside.

Jones Osborn II

Son of Jones and Brigida Osborn, Legacy Donors

Learn more about legacy giving

Leave your legacy