Many donors elect to make a substantial charitable contribution through their estate plan, when assets they protected for use during life become available to leaving a lasting legacy in the community. We offer strategies to help you and your professional advisors plan today for a gift tomorrow. If you are interested in making a gift that will be funded in the future, through an estate gift or other future contribution, our Senior Director of Gift Planning, Megan Wilson, is available to work with you and your advisors to plan your charitable legacy around the causes and issues you care about.
Learn How to Leave a Legacy
A future gift may take many shapes, and is memorialized in a Future Fund Agreement. A Future Fund Agreement is entirely revocable until it has been funded, and may be customized to carry-out any number of charitable intentions. By creating a custom Future Fund, you can work with our staff and your advisors to create a strategy tailored to your charitable interests, time-horizon for community investment and giving philosophy.
We offer several different Future Fund types, including but not limited to donor advised funds where you, or a successor named by you, serves as the advisor to the fund. Click here for a brief summary of each fund type, then contact us to learn more about how we can help you realize your charitable legacy.
Leave your legacy with a Future Fund.
Support your charitable goals–whatever they are.
Cultivate the next generation of community builders.
Teach your children and grandchildren to leave the community better than they found it, letting them recommend how your funds should be distributed.
Make sure your dreams for the community live on forever.
Establish a permanent charitable resource to support nonprofits that serve causes important to you.
Plan now for an estate gift that can be changed in the future.
Change your mind without having to change your will – directing funds to a list of charities that you can revise whenever you want.
Create a permanent source of income for a charity close to your heart.
Designate a fund for a charitable organization or passion project for the entirety of its existence.
Make a gift that meets the evolving needs of your community.
Support future grants, which are distributed by and within the community – allowing organizations to distribute as they see fit.
Give Forever – the Power of Endowment
Endowed gifts become a part of the Community Foundation’s permanent endowment, meaning the Community Foundation works to ensure that they will accomplish you charitable goals and benefit our community forever. Your gift is preserved in perpetuity, with the funds pooled for maximum benefit and invested to achieve long-term capital growth.
A Champion for Your Goals
The Community Foundation is, and always will be, a champion for your charitable goals, and the steward of your charitable intention. As we build an understanding of the causes and issues you care about, our donor services team can work with you to identify unique opportunities aligned with your charitable goals. Should you elect to extend the influence of your charitable gifts beyond your lifetime, the Community Foundation will steadfastly steward your charitable intention far into the future. Preserving each and every donor’s charitable intent is essential to our mission, regardless of the size of the gift you entrust to us.
Community Builders Legacy Society
If you are planning today to make a gift tomorrow, you will be given special recognition as a member of our Community Builders Legacy Society. When you or your advisor informs us about a planned estate gift, you join our Community Builders – a group that honors those forward-thinking individuals that are committed to the future wellbeing of our community. As a member, you will be invited to events on issues in our community, have access to Foundation staff members as a resource for current and future charitable giving and be acknowledged as a special partner in philanthropy. If you prefer for your future gift to remain anonymous, we will of course respect your wishes.
We respect that many donors wish to keep their estate planning gifts anonymous. If anonymity is important to you, please consider sharing your charitable intention for funds that may be left to the Community Foundation in the future with us confidentially. This is an important step to make sure that our structure and applicable regulations permit us to carry out your precise intention as stated, and that we understand your directions. Our goal is to make sure that estate planning gifts are administered smoothly, and this step helps us meet that goal.