AAUW Texas State Outstanding Member Awarded to Carolyn Morris
Read about why she is so wonderful
– but you already may know!
Ever since working on 5 Star Recognition for our branch last year, I have been very curious as to what was involved regarding becoming a Legacy Circle contributor. Legacy Circle has come up again in the next generation of 5 Star. My quest was to find the easiest way to set up a Legacy Circle bequest and then encourage other branch members to look into doing the same thing. Legacy Circle funds promote equity and benefit women and girls in the future.
My first step was to check out AAUW National’s website and then contact a representative of Legacy Circle. I did not want to set up a trust, change my will, or affect any other retirement programs I already had in place. I found out all I had to do was set up a savings account at my bank naming AAUW as the Paid-on Death (POD) beneficiary. You don’t need to open the account with thousands of dollars, a few hundred will do! Most banks want a minimum of $200.00 to open an account. Then, over time, you can add funds as you wish. Even after setting up the account, if you need to withdraw any money in the future, you can do that! Not my intention, but good to know I have that flexibility. Once you have opened the account, you fill out a simple form called Legacy Circle Enrollment Form and forward it to AAUW National. That form can be found on the national website. AAUW Leave a Legacy
If anyone would like to know more, feel free to contact me. I want to encourage other WHC members to participate in Legacy Circle now and in the years to come.
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