Please excuse some inconvinences on our website as we update it
to make a more user friendly interface and design.

Stay tuned for some exciting new looks and opportunities!

If you have any questions please feel free to call us 269-983-3304.

Give Later

 

PLANNED GIVING:
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 making 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.
 

For more information please also see our IRA Charitable Rollover. If you have any questions please contact Sandra Tardi, sandratardi@berriencommunity.org, 269-983-3304 ext. 3.