Bequests/Planned Giving

The Legacy Society

For more than a decade, The Community Foundation has served as a trusted partner in helping individuals and generations of families perpetuate their charitable giving beyond their lifetimes.

The Legacy Society fulfills your clients' needs and interests by providing the full range of the most current options for arranging bequests and other types of planned gifts. Once their Legacy Society gift is established, they can be assured that their funds will be expertly managed and administered efficiently, and that their wishes will be honored in perpetuity.

Please use this section of our website as a resource for learning about the various types of planned gifts and helping you and your clients decide which option(s) are right for you.

Types of Planned Gifts

Planned gifts take three groups:

Group 1: Gifts that pay your clients income:

  1. Charitable Remainder Trusts
  2. Charitable Gift Annuities
  3. Pooled Income Fund

Learn more about Group 1 options here.

Group 2: Gifts that pay The Community Foundation and preserve assets for your clients' heirs:

  1. Charitable Lead Trusts
  2. Beneficiary designations, such as life insurance, property, retirement plan assets
  3. Bequest

Learn more about Group 2 options here.

Group 3: Cash and Securities

For More Information

Starlet Hunter
Director of Development