A Plan for the Future

Photo by Michael Oppenheim

Sharon Trammel and Steve Busey worked with April Burt, their advisor, and CFWNC to plan to support their community in ways meaningful and important to them through an expectancy fund. These funds receive assets later, but the process creates a place and a plan for the future.

A WNC native, Sharon is an artist who retired in 2023 as the Chair of the Fine Art and Performing Art Department at AB Tech Community College, where she taught since 1991. Steve moved to Asheville in 1997 after a career in the music industry and has been at Blue Ridge Public Radio since 2002. He is currently the Director of Business Sponsorship.

“We have been nurtured and grounded as part of the community in Asheville and Buncombe County. It is our hope that contributions from our Fund will enhance the area for years to come. It would be fantastic if our work with CFWNC encouraged others to leave a legacy by funding activities and interests that have been meaningful in their lives.”

An expectancy fund or bequest is a simple way to leave a legacy of caring for the issues, organizations or community most important to you during your lifetime. A bequest can include cash, appreciated stocks, property or other assets. Retirement plan accounts are particularly attractive for bequests, since heirs would otherwise be taxed on the income. Your intent for the purpose of the fund is honored by CFWNC forever.