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 The Community Builders Legacy Society honors generous and forward-thinking individuals who leave an indelible mark on our community through a gift from their estate. Whether you create or add to a grantmaking fund at the Community Foundation, your listing as a Community Builder is our way of acknowledging today your commitment to our shared future.
A planned gift can be a simple bequest in your will or a more complex arrangement involving a charitable remainder trust or charitable lead trust. You can use charitable assets that range from cash and stock to real estate or a life insurance policy.
Whatever method or asset you choose, we can share information with you and your professional advisor about tools that accomplish your estate planning goals, including:
• Providing current income and a significant charitable gift later
• Reducing income, capital gains and/or estate taxes
• Establishing a philanthropic legacy for future generations by creating or adding to an advised grantmaking fund
Call 205-327-3805 or contact Erin Stephenson, Director of Gift Planning, for more information about making such a gift or to make sure that we can honor you as a member of our Community Builders Legacy Society. |
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Benefits of membership
First and foremost, we recognize that the greatest benefit to you as you remember the Community Foundation in your estate and financial plans is the knowledge that your legacy will continue to help this community forever.
As a member, you will also receive these special benefits
- Access to our expert staff to help you fulfill your personal philanthropic goals
- Lapel pin that identifies you as a Community Builder and a leader in high-impact philanthropy through the Community Foundation
- Invitations to our Community Builders Legacy Society annual event and other special educational events throughout the year
- News of important philanthropic opportunities and partnerships
- Recognition in our Legacy Society membership roster (with your permission) as published in various newsletters and publications. Anonymity is also available, either during your lifetime only or beyond, as you wish.
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Special opportunities for your legacy gift
- Create an advised fund to ensure that your heirs inherit much more than money. You may designate them as advisors to recommend charitable gifts after you are gone. They will inherit your value of giving back through a simple yet enduring vehicle that unites them with each other and the community.
- Support community needs and opportunities through an unrestricted gift to our Community Funds, supporting priorities that represent what the community wants for itself.
- Support transformational change by pooling your gift with others through our Community Catalyst Funds.
- Secure the future of your favorite nonprofit organization with a legacy gift to establish an agency endowment or designated fund.
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