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Stories of Generosity- Legacy Fund

Charitable Gift Annuities Provide a Revenue Stream Today While You Plan Your Legacy You Want to Leave Tomorrow.

Spotlight: The Ruth E. Burkhardt Legacy Fund

Ruth Burkhardt
“My philosophical leanings tell me that since humans domesticate animals, he is responsible for their well-being. Since humans are frequently irresponsible and even cruel, to support organizations that try to remediate this is an obligation on my part.”

Ruth Burkhardt grew up in Colorado with very modest means. In January 1930, she entered kindergarten at the same time the United States entered the Great Depression. Her parents’ work ethic and ingenuity left a lasting impression upon her and she applied the same diligence to her high school studies. In 1942, she left home to study Psychology at the University of California Los Angeles, which she later applied in her social work. Her thirst for knowledge and understanding led her to earn her Masters and PhD, which she put to practice as a School Psychologist in Iowa and then returned to California to practice in the San Bernardino Unified School District. She retired from her position of Supervisor of Psychological Services and spent a number of years delivering meals to the senior center and working at the animal shelter.

Throughout her years, Ruth traveled and explored the globe with a three-month trip to Europe, a 77-day around-the-world tour, and trips to South America, Australia, and New Zealand. A tented safari trip to Kenya that she saw in ZooNooz, plotted a course for her life that provided 20 years of wonderful experiences to new places, to enjoy wonderful people and fascinating animals. Africa was her first destination of choice. She roamed every region -- East, West, North, and South with 21 visits to 18 countries. But anyplace with animals to be seen, could be a destination for her exploratory soul. She observed Pup seals in Nova Scotia, Polar bears in Churchill, Brown bears in Alaska, Whales in Baja, Orangutans in Borneo, Penguins in Antarctica, Boobie birds in the Galapagos Islands, Mountain gorillas in Uganda, and Tasmanian Devils on the Australian Island.

Ruth legacyOver the years Ruth Burkhardt generously supported a multitude of different organizations through membership and donations. She supported organizations that assisted veterans, seniors, educational services, social service, conservation, and animal welfare. Her focus has always been on animal welfare, both domesticated animals and wildlife. She holds a lifetime membership in several humane societies and is especially fond of cat organizations. Having personally visited the gorillas and the chimps in Uganda, she passionately and proudly supports the Dian Fossey and Jane Goodall organizations, and with 21 visits to Africa, the African Wildlife Federation is near and dear to her.

The Ruth E. Burkhardt Legacy Fund will provide habitat conservation and will support the Nature Conservancy and San Diego Zoo. Despite a modest income throughout her professional career, life income funds and charitable annuities allowed Ruth to give large amounts to her fund because of the income they generate for her now. She was able to established her fund to benefit a number of organizations in perpetuity since the value of the charitable annuities will go to her fund when her estate matures while providing income to her in her later years.

A Legacy Preserved through Filipino Dance and Customs:
The Lolita Dinoso Carter Endowment

Lolita DinosoLolita Diñoso was born in a rural area of the Philippines 100 miles northwest of Manila during the Japanese occupation of her town during World War II. She developed an interest in folk dance and the aspirations to be a teacher at a very early age. After graduating from the University of the Philippines, she taught both general physical education and folk dancing at Olongapo High School.

In 1955, Lolita attended the University of North Carolina, Greensboro, where she studied Modern Dance. After receiving her Master’s in Education with an emphasis in Dance, she obtained a PhD from the State University of Iowa. She taught Modern Dance at Cornell College until moving to New Zealand where she co-founded the University of Otago Orchesis Group, and choreographed and danced with the Group throughout her time there.

Lolita and her husband, Lindsay, moved to San Diego in 1962. He accepted a position at San Diego State University. Lolita worked first at Kearny High School, and then as professor at Grossmont Community College, El Cajon where she initiated and developed the dance program and continued to teach modern dance at the College for 23 years – a job she described as "pure heaven."

Lolita was prolific in her professional work: choreographing and directing annual dance productions at the East County Performing Arts Center; attending workshops and courses in dance across the U.S.; co-founding the San Diego Dance Theater which was the first modern dance group in San Diego; and initiating a youth program in Philippine folk dance for the Council of Filipino Americans of San Diego County. She founded the Samahan Philippine Dance Company (now known as the Samahan Filipino American Performing Arts and Education Center) in 1974. Many regard the dance company as the premiere Philippine dance company in California where Lolita served for 37 years, treasuring her collaboration with Artistic Director, Ruby P. B. Chiong. As Executive Director of Samahan Performing Arts, she kept it viable by obtaining grants from national and local agencies. Lolita was dedicated to keeping Filipino culture alive in San Diego County and bringing together people of all ages in the Filipino community. For her vast body of work, she received innumerable prestigious awards, international, national, and local.

Despite her numerous accomplishments, Dr. Lolita Carter remained modest, unassuming, without any pretense. She had a wonderful ability to bring out the best in people, to get them to work together and to aim to high standards. She worked doggedly "behind the scenes" to ensure that others would have aspirations and satisfactions in the field of Dance that she loved so much, all the while never seeking any limelight. Her legacy will forever live on through the designated endowment she established at The San Diego Foundation to support the Samahan Filipino American Performing Arts and Education Center.

May her memory live on through dance…

Amy Walling 

For more information, please contact Amy Walling, Certified Specialist in Planned Giving and Senior Director of Planned Giving, Estate Administration, and Research with The San Diego Foundation. Contact Amy at Amy@sdfoundation.org or (619) 235-2300.