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Why Give?

Flexible planned giving allows you to support areas of greatest need while creating a meaningful and lasting legacy. Through bequests, beneficiary designations, or charitable lead trusts, you can structure a gift that aligns with your financial goals and philanthropic priorities. Whether directed to new programs, urgent research, or scholarships, these gifts extend your impact while strengthening The College’s mission to advance the profession and benefit society.

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Your gift does real work right away

It funds scholarships so promising professionals can get the education they need to serve families well, not just those who can afford tuition. It supports faculty who turn complex planning into practical guidance people can actually use. It strengthens our Centers that study retirement, longevity, philanthropy, and financial behavior so advice improves across the entire profession.
 

 

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Create a lasting legacy with your gift. 

The Legacy Society honors individuals who have invested in the future of The College through planned giving. Whether through an IRA charitable rollover, donor advised fund, or beneficiary designation, there are many opportunities to include charitable giving in your estate and financial plans. Legacy Society members invest in the future of The College and the financial services profession. A planned gift is one of the most meaningful ways you can make an impact. Your decision to include The College in your planned giving is an act of generosity we want to celebrate.

Legacy Society members receive exclusive benefits, including:

  • Special invitations to College events, including the annual President’s Dinner, where the prestigious Solomon Huebner Gold Medal is presented;
  • A Legacy Society lapel pin; Exclusive webcasts featuring College thought leaders; Printed edition of the President’s Report delivered to your address annually;
  • and Recognition in the Legacy Society member honor roll. 

 

Have you already included The College in your legacy plans?

 

 

Legacy Society members at the annual President’s Dinner

 

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Sandy and Gary P. Bocard

Sandy and Gary P. Bocard, CLU®, ChFC®

“It was during the 1970's thru the 1980's and early 1990's that The American College helped me gain knowledge about the why and how to assist clients to secure their financial future. That assistance was so helpful in my 33-year career with the Prudential Insurance Company. I am now retired and owe much to The American College. My legacy to you represents a token of my appreciation.”
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A Lasting Legacy: Yuka Nakahara Goven, CLU®, and the Power of Continuing Education

A Lasting Legacy: Yuka Nakahara Goven, CLU®, and the Power of Continuing Education

When Yuka Nakahara Goven, CLU®, left Japan more than 40 years ago, she wasn’t chasing a job title. Instead, she was pursuing the freedom to shape her own future. Her journey would eventually lead her to The American College of Financial Services, where she would come to realize the value of lifelong learning and the impact her legacy can have on others.
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From Ms. to Mrs. to MSFS: The Remarkable Journey of Diane Hack Gould

From Ms. to Mrs. to MSFS: The Remarkable Journey of Diane Hack Gould

Diane Hack Gould, CLU®, ChFC®, CAP®, ChSNC®, RICP®, MSFS, began her career in financial services with an unexpected start. Initially, Diane worked in casualty insurance to fund her education at the University of Maryland, where she earned a BS in Education. While completing her degree, she took a student-teaching position—only to realize that teaching was not the career path she had envisioned since childhood. The challenges of bureaucracy and parent involvement led her to reconsider her aspirations.
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Why Brad Meigs CLU®, ChFC®, MSFS Named The American College of Financial Services as a 401 k Partial Beneficiary

Why Brad Meigs CLU®, ChFC®, MSFS Named The American College of Financial Services as a 401 k Partial Beneficiary

Bradford L. Meigs, CLU®, ChFC®, MSFS has spent his career helping families plan for the future. As a financial advisor with New York Life Insurance Company, he guides clients to grow, manage, and protect wealth across generations.
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