Legacy Society

Legacy Society is a community of ASAE Research Foundation donors who have committed to supporting the association community in their long-term plans through a planned gift pledge of at least $15,000. Each donor designates where they entrust their planned commitment within the ASAE Research Foundation aligning to the key verticals of its mission, research, scholarships and grants, and gain greater access to advancing the future of the association industry.

The ASAE Research Foundation has elevated the long-standing Legacy Society giving circle with a revised planned giving program that is more expansive and impactful, providing donors with a new approach to leaving a lasting and personal legacy in the association industry. Donors will be provided with a suite of planned giving options, allowing them to customize their legacy giving to best suit their lifestyle and continue to help those within our industry for years to come.

Legacy Society will provide donors with recognition & benefits based on a threshold pledge of $15,000. As a Legacy Society Donor, you will receive the following annual benefits:

• Invitation to pinning ceremony of new Legacy Society donors
• Donor Sspotlight in quarterly e-newsletter
• Recognition on ASAE Research Foundation virtual donor wall.
• Opportunity to participate in a Legacy Society Town Hall with ASAE Research Foundation leadership for a strategic update on the Foundation.
• recognition as a Legacy Society donor at the ASAE’s Annual Meeting.
• Complimentary invitation to attend VIP Q&A with Keynote at ASAE's Annual Meeting.
• Complimentary ticket to ASAE Research Foundation’s VIP Classic. 

Donors will have the following options to choose from to leave their Legacy:

• Traditional: submitting a bequest through your will 
• Insurance: submitting a beneficiary update form with a permanent policy (Life insurance or annuity) 
• Asset-based beneficiary update form: cash, savings, retirement accounts (Payable on Death/POD, Transfer of Death/TOD) 
• Strategic Planning: CRATs CRUTs, Trusts & Estate Planning 

Estate Acceleration: including an allocation within the trust of a percentage of estate capital

Additional Resources

Join Legacy Society Today

Please complete and submit the  Legacy Society Declaration Form  to notify ASAE Research Foundation of your commitment. 

Legal Name: ASAE Research Foundation
Address: 1575 I Street NW, Washington, D.C. 20005
Federal Tax ID: 52-1300485

Sample bequest language:

“I give, devise, and bequeath [X% of my estate or residue] OR [$____ specific dollar amount] to ASAE Research Foundation, a nonprofit corporation currently located at 1575 I Street, NW, Washington, D.C., 20005, Tax ID 52-1300485.”

By including ASAE Research Foundation in your estate plan, your powerful statement helps assure that, like you, future generations will be benefit from the Research Foundation’s critical research and resources. Thank you!

ASAE Research Foundation urges you to discuss your ideas for giving with your legal or financial advisors. Any information provided by ASAE Research Foundation is not intended as tax, legal, or financial advice.

Legacy Society Members

Gregg B. Balko, Fellow Emeritus
Catherine A. Brown, FASAE, CAE
Mona Buckley, MPA, CAE
Curtis C. Deane, CFRE, CAE (in memoriam)
Garis F. Distelhorst
Matthew R. D'Uva, FASAE, CAE
Gene Fondren (in memoriam)
Erin Fuller, FASAE, CAE
Elena Gerstmann, PhD
Richard B. Green, CASE, FASAE
Brian Haney CLTC, CFBS, CFS, CIS, LACP, LUTCF, RFC, CAE
Pamela Hemann, FASAE, CAE
Sheri L Jacobs FASAE, CAE
Jenn Jones, MS, IOM, CAE
Gary A. LaBranche, FASAE, CAE
Christina Lewellen, MBA, CAE
Liz Erikson Marnul
Patti Montague, FASAE, CAE
Ginger Nichols, Fellow Emeritus
Rob Olcott, FASAE, CAE
Lynda J. Patterson, FASAE, CAE
Stephen E. Peeler, CFRE, FCEP
Charles M. Robinson
J David Moses Rozsa, FASAE, CAE (in memoriam)
Jodie Slaughter, Fellow Emeritus
Sheri Sesay-Tuffour, PhD, FASAE, ICE-CCP, IOM, CAE
Susan Bitter Smith, FASAE, CAE  
Irving W. Washington, FASAE, CAE
Jay Younger, FASAE