Estate & Legacy Gift Planning and Management

As you plan for the future you may be spending considerable time in estate planning with thoughts about your family and the legacy that you want to leave behind. The Community Foundation can help you in many ways through private consults with you, your family and your professional advisors. These discussions often focus on your passions, your values, your obligations and the lasting impact that you might want to leave in society and our community. One of the principal advantages of including the Community Foundation in your planning is that can manage your giving in-perpetuity and will be responsive to future changes in conditions and organizations while still meeting your prescribed goals.

Estate planning consults are part of the fundamental mission of the Foundation in “connecting donors that care with causes that matter” and are offered without charge and with total confidentiality.

Some of the vehicles that the Community Foundation can help you with are:

Your Will

Including charitable gifts in your will is a powerful way to leave your legacy and, with the Community Foundation, those gifts can be managed and followed over time to assure that your desires for use, impact and attribution are followed.

Charitable Trusts

Donors may wish to establish charitable trusts that provide tax benefits while providing lifetime payouts to yourself or charitable organizations.

Life Insurance Charitable Beneficiaries

You can include the Community Foundation as a beneficiary on your life insurance with instructions on how to use those benefits for charitable works.

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