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For many donors, the greatest opportunity for a major gift or to leave a legacy is with a gift at the end of their lifetime. With a bequest, you can continue make an impact beyond your lifetime. You can always be there for your favorite charity or issue.
Making a Legacy gift is easy! Name the Berrien Community Foundation as the beneficiary of a retirement account or life insurance policy, or work with your advisors to build an estate plan that includes your charitable goals. There are ways to create a legacy gift while even creating an income source during your lifetime. We would love to talk with you about the options. Please contact BCF President Lisa Cripps-Downey at 269-983-3486.
Already named us in your estate plans? Let us know so we can say THANK YOU!
Imagine...if everyone leaves 5% of their estate to a fund at the Foundation, over $115 million will be invested in Berrien County in the next 10 years! Figuring a five percent grant payout, that is an estimated $5.8 million which could be available annually to improve the quality of life in our community. Now that’s a lot of impact!
Bequests: Make a charitable gift from your estate with a simple bequest, as noted in your will or revocable trust.
Charitable Remainder Trusts: These gifts allow you to receive income for the rest of your life, knowing that whatever remains will benefit your community.
Charitable Lead Trust: Place cash or property into a trust that pays a fixed amount to the Community Foundation for a specified number of years. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name.
Retirement Assets: By making the Community Foundation the beneficiary of the most-taxed asset, your retirement account, you can leave more favorably-taxed property to your heirs.
Life Insurance: Simply make the Community Foundation the beneficiary of your policy. You give a significant gift to charity and receive tax benefits in the year of the gift.
Fund for Joy
Before Joyce Gouwens died she wanted to make sure her and her husband’s legacy of loving and giving to others continued well beyond their lifetimes. Joyce established the Fund of Joy at The Berrien Community Foundation through a life insurance policy with instructions to support women and children in need in Berrien County. Through their generosity, this fund will forever support these needs in our community.
Joyce and her husband, the late Rev. Robert V. Gouwens, were very involved in the community in multiple aspects of service. “Joyce and Bob were wonderful people that had it in their heart to help countless people that they never met,” according to a friend and advisor.
As this fund grows, it will continue to give to the community. A lifetime of generosity from this wonderful couple will continue because they took the time to plan and make this life-end gift to the Berrien Community Foundation.
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