Legacy Society

Does your commitment to education in our community extend beyond your ability to make a current cash gift? If so, please consider the Appleton Education Foundation in your estate gift plan. Planned gifts come in many shapes and sizes and can benefit the AEF and education how you see fit. Your gift can support the AEF’s overall mission, be added to an existing fund, or be used to establish a new fund to support your particular area of educational interest.

We welcome your call to discuss your goals in supporting education. In all cases, you should seek the advice of an attorney, financial planner, accountant or other estate planning professional.

All who let us know of their planned gift to benefit the AEF become members of the Legacy Society. Of course, wishes for anonymity will be strictly honored.

Should you choose to include the AEF in your estate plans, please share the following information with your professional financial advisors:

Legal Name:  Appleton Education Foundation, Inc.

AEF Tax ID Number:  39-1866090

To make us aware that you have included the AEF in your estate planning, please contact AEF Executive Director Julie Krause via email 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.