Often the easiest way to support your charitable interests, a bequest permits you to support your community while retaining complete control over your assets during your lifetime. Bequests can be a specific dollar amount, a percentage of your estate, or what remains after other bequests, such as those to family members, are satisfied.

If you anticipate that a bequest to any endowed fund at the Foundation will be greater than $10,000, please let us know.  We would like to include you as a member of the Legacy Society.

• You may arrange for your heirs to receive lifetime income from a charitable trust, with the remainder going to the Foundation for charitable purposes.
• You may name a new fund, an existing fund, or a specific group or organization to receive your bequest to the Foundation.
• You can give cash, appreciated stocks, or other assets.
• Some of the most tax-efficient asset types to give through your will come from retirement plans, since heirs would be taxed on the income in respect of the decedent. 
• Bequests to the Foundation earn a full charitable deduction on estate taxes.

  Download suggested language to use when naming the Foundation as the recipient of funds through your will or living trust.