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THANK YOU

There's no doubt about it: our donors are the "heart and soul" of The Community Foundation.  We wouldn't be here without you.  Let our expert staff serve you -- with investment options, questions about area nonprofit organizations, and causes you'd like to learn more about.  We are here for you.

 

 

 

 

 

 

 

 

Bequests and Planned Giving:  The Legacy Society


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 needs and interests by providing the full range of the most current options for arranging bequests and other types of planned gifts.  Once your Legacy Society gift is established, you are assured that your funds will be expertly managed and administered efficiently, and that your 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 decide which option(s) are right for you.


Types of Planned Gifts
Planned gifts take three groups:  

Group 1:  Gifts that pay you income:  
a. Charitable Remainder Trusts
b. Charitable Gift Annuities
c. Pooled Income Fund

Learn more about Group 1 options here




Group 2:  Gifts that pay The Community Foundation and preserve assets for your heirs:
 
a. Charitable Lead Trusts
b. Beneficiary designations, such as life insurance, property, retirement plan assets
c. Bequest

Learn more about Group 2 options here



Group 3:  
Cash and Securities




For More Information
Kenny Emson
Senior Vice President, Development and Donor Services
(202) 263-4779
kemson@cfncr.org