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Using A Community Foundation To Simplify Legacy Giving

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“I feel our estate plans are now complete! Our will and trust, not only reflect our wishes to benefit our loved ones, they also show our Love Fund as an additional beneficiary.  I don’t have to change my will and trust anymore, should I desire to benefit another non-profit organization in my estate plans.  I only have to add them to the Love Fund as a beneficiary.  This takes the complexity out of giving!  I am now focused on volunteering and supporting those organizations I am most passionate about!”

As a couple, we have been long-time volunteers and supporters of a number of non-profit organizations, including our church (which is especially important to us.) 

In additional to donating funds regularly, we decided to leave a portion of our estate to further the future of these organizations that we believe in.  We learned about this through our financial advisor, who made it so simple.  In fact, it only took about 15 minutes to set up!  He helped us to create a love fund, in our name, through a local community foundation.

All dollars we contribute to this love fund are tax deductible, in the same manner as a direct gift. 

Abbie and Irvin

Contact a connected advisor for advice and to aid you in your legacy giving plans.

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