Creating a Legacy

Generosity planning can help you make an even greater impact for the causes close to your heart. Whether your nest egg is large or small, an array of options can help you protect your financial interests, provide for family and make an enduring difference in your community. In fact, some planned gifts can provide you additional income for life or offer tax advantages for you and your heirs.

The Community Foundation offers simple and significant ways for you to create a legacy by supporting the causes you care about and our state’s communities long into the future. With the addition of a will provision or simple beneficiary designation, you can use a planned gift to add to or create a Community Foundation fund.

Once you have provided for your loved ones, we can help you structure a charitable plan that satisfies your philanthropic and tax goals.

Contact Lindsey Simmons at 501-372-1116 to discuss planned giving options with the Community Foundation.

Benefits of Planned Giving

Organizing an estate plan can be an act of love for your family and the community that comes with several benefits. Generosity planning may help you:

  • Support your favorite charity or cause.
  • Avoid capital gains tax on appreciated value.
  • Create income for life.
  • Reduce estate taxes.
  • Preserve assets in perpetuity.
  • Create a personal legacy.

Sample Language for Your Will or Trust

If you wish to include the Community Foundation in an estate plan, please let us know. Understanding your goals in advance helps us ensure that funds will be used according to your wishes.

Click here for suggested bequest language.