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 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.