LEAVE A LEGACY
Legacy giving offers donors a way to continue their philanthropy beyond their lifetimes. By planning today, you have the power to impact lives forever. We can help you create your legacy by building a simple plan that fulfills your passion. We encourage you to work with your professional advisor as you consider the type of legacy gift that is right for you and your family.
THE LEGACY SOCIETY
The Legacy Society of the Dubois County Community Foundation was founded to recognize the generous donors who have included the Community Foundation in their estate plans. We gratefully celebrate these donors who have made a commitment to our community through the lasting impact of a legacy gift.
BEQUESTS
Naming the Foundation in your will or trust is a popular way to support the community and your charitable interests. A charitable bequest to create an endowment or add to an existing fund can designate a specific amount, a percentage of your estate or what remains after other bequests are fulfilled. Benefits can include significant estate tax savings. They are easy and revocable if circumstances change.
CHARITABLE IRA ROLLOVER
Allows you or your designees to receive an income for the life of the trust, with the remainder passing to the Foundation to support a cause or fund/s that you’ve identified. Benefits can include capital gains avoidance, reduced income taxes and provisions for your spouse or heirs. The Foundation doesn’t act in a trustee capacity, but we do work with donors and their chosen trustees.
RETAINED LIFE ESTATE
You can deed real estate to charity, save taxes now with a current deduction and enjoy the property for the rest of your life. The Foundation can help transform your property’s value into a legacy to benefit your community and meet charitable intents, while allowing you to realize financial and tax benefits. Proceeds from the eventual sale of the real estate will help leave your legacy and carry out your charitable intentions.
LIFE INSURANCE
If your need for life insurance has decreased, transforming the policy into a gift can help you meet your philanthropic goals, realize income tax savings, estate tax advantages and extend your charitable reach with a low annual cost. Transferring ownership of a cash value policy to the Foundation may allow you to receive a tax deduction based on its current value.
If you wish to include Dubois County Community Foundation in your estate plans, please use our legal name and Federal Tax ID number.
Dubois County Community Foundation, Inc.
PO Box 269
Jasper, Indiana 47547-0269
Federal Tax ID Number: 35-1990305
ESTABLISH A LASTING LEGACY
We want to partner with you and help you create your lasting legacy. I would love to learn more about your goals then together, we can create a plan that will make a difference to you and to our community.
Clayton Boyles
Executive Director
clayton@dccommunityfoundation.org
