Plans you make now can provide ongoing support for the causes you care about far into the future. Creating a legacy fund with us is a surprisingly simple but deeply meaningful way to have your name (or your anonymous generosity) live on as an enduring force for good in our region.
- Choose your focus and create the fund.
You decide whether to support our region, specific causes, particular nonprofits, or a mix of these. A simple document sets out the details, and no financial transfer is required at the outset.
- Make preparations and nurture over time.
You can direct gifts to your fund in a variety of ways, including through your will, trust, retirement plan, or other planning arrangements—we can help by providing straightforward language to share with your advisors.
- Your fund grows and blossoms.
Once your fund receives all or part of your gift, the magic begins! With careful oversight, the principal of the fund—the gifts you arranged through your will or other plan—is invested for long-term growth.
- Your fund yields ongoing financial support.
For generations to come, our expert team will draw from your fund to fuel grants to exemplary nonprofits—like the ones featured in these pages—to support local communities and stay true to your intentions in an ever-changing world. Over time, permanent funds will give away more than the initial gift.
Illustrations by Almonte Studio
