Annette Stertzer, who works with Bank of America helping clients with trust and estate work, was at a Central Arizona Estate Planning Council monthly meeting when she happened to speak with Beth Salazar, the planned giving manager at Southwest Autism Research & Resource Center. The conversation came at a perfect time.
“We got to talking, and I expressed my desire to start becoming involved in meaningful things. My kids are grown now so I have time, and I was looking for a way to give back. I also have a nephew who has autism,” Annette says.
Upon learning more about SARRC, Annette was impressed with the organization of its model: the programs and offerings for families who are starting their autism journey, the education and support services, and the innovative research being conducted.
Annette became involved, joining SARRC’s Professional Advisory Council, a group that offers social and educational events for attorneys, accountants, and those who have access to and help structure estate planning for individuals with charitable intent. She also joined the Legacy Circle.
“There are so many worthy causes that need financial support, I wish I could give to them all,” she says. “But having been involved with SARRC now for a bit, and knowing the people behind the name and mission, I know that my bequest will be used wisely and with great consideration of where it is most needed.”
Annette’s hope for SARRC is increased visibility for the organization, and that it will be the model for other organizations to follow.
In addition to SARRC, she supports A Stepping Stone Foundation.
“It was started by my father,” she explains. “We educate children who might otherwise have fallen through the cracks. Lives are changed and promising futures are made possible. Just like SARRC.”
As for her advice to others? “Get involved and give back where it makes sense and speaks to you. Give back, pay it forward, make a difference!”
If you would like to learn more about becoming a Legacy Circle member and ensuring the continued vitality and growth of SARRC’s services from one generation to the next, please contact Devin Dye at [email protected] or (602) 218-8183.
