The Appleton Education Foundation’s Legacy Society will recognize and show appreciation for those who have named the AEF as the beneficiary of a planned gift, such as a charitable gift annuity, charitable lead trust, and charitable remainder trust, insurance policy, retirement asset or another specifically tailored planned gift.
Those who choose to make the Foundation aware of their intentions will be acknowledged in AEF Annual Reports and be included in the Society’s activities. Wishes for anonymity will be strictly honored.
To make us aware that you have included the AEF in your estate planning, please contact AEF Executive Director Julie Krause at firstname.lastname@example.org or 920.832.1517.
A Legacy of Caring
(article first appeared in AEF’s The Leaflet newsletter, Fall/Winter 2005)
Ruth Gresham has established the AEF’s first Charitable Gift Annuity, and the first planned gift the AEF is aware of. Gresham taught math and algebra at Wilson (Junior High) Middle School for 21 years. She continues to volunteer as a reading tutor at Huntley and Highlands elementary schools and also works with Habitat for Humanity. The charitable gift annuity she established in 2005 at age 87 was her seventh, but a first to benefit the Appleton Education Foundation. “It’s a way of dispersing my money,” she said. “I’m fortunate to be able to use the money for travel.”
The annuity will pay her an annual return of 11% for life, a rate based on her age at the time she established it.
The value of the gift remains upon Ruth’s death will support theAppleton Education Foundation Fund, an unrestricted fund that allows the AEF to fulfill its mission of creatively enhancing education in our community. Ruth appreciates knowing she is helping to ensure the Foundation can continue to make grants that benefit Appleton Area School District students long after she is gone. “The AEF has dispersed its money in a very wise way to many teachers in the system to help them increase the knowledge of students. It enables the innovative teachers to fulfill their dreams with their students,” she said.
Thank you, Ruth, for establishing a legacy of caring through AEF.