LEGACY SOCIETY

The Community Foundation established the Legacy Society in 2008 to recognize and acknowledge the generosity and vision of donors who have made a commitment to our community through the lasting impact of a planned gift. Becoming a member of the Legacy Society is easy.  By completing a statement of intent and notifying us of your gift through a bequest, a charitable trust, life insurance or other planned gift, you can begin to receive the benefits of legacy society membership and the satisfaction of knowing that you are making a gift of a lifetime.

Benefits of Joining the Legacy Society

  • Naming your charitable fund.  We encourage you to use your gift to honor the name of your family or loved ones.  Or if you prefer, you may choose anonymity instead.
  • Sharing your personal history.  We would like to preserve your story and photographs for future generations who will receive grants from your fund.
  • Attending special events.  We will introduce you to other generous and forward thinking people who have also included our community in their estate plans.
  • Receiving recognition in Community Foundation publications.  We would like to give others the opportunity to follow your example of community stewardship and leadership.

To learn more, please contact:
Meagan Niese
Development Director
meaganniese@cfbmc.org
812-333-9016

Legacy Society Forms & FAQ

Click to download the Legacy Society form and FAQs.

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