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Extend Your Charitable Impact into the Future
Benefits of a Legacy Gift
You can’t predict our community’s future needs, but you can rest assured knowing that the Community Foundation will continue to work with local nonprofits and community partners to determine where your charitable dollars can create the greatest impact.
Sustainability
Legacy gifts can sustain nonprofits by providing consistent, annual support that can grow over time and always be counted on.
Stewardship
We design legacies that withstand the test of time, and when the unexpected arises, we will be here to ensure your original intent is carried out.
Flexibility
Support broad causes or specific nonprofits. If anything changes, you can update your fund agreement without the need for an attorney.
Permanence
Your personal values and unique purpose are some of the most significant pieces of your life. A legacy gift can extend these into perpetuity.
How to Give
Since 1984, we have partnered with individuals and families to create charitable legacies that provide lasting support for causes in southwest Washington and beyond. Drawing on our philanthropic, tax and legal expertise, we will help you design a flexible giving strategy and timeline that meet your financial planning needs and charitable vision. Discover your options below.
Planned Giving Options
Bequest
Naming your charitable fund or the Community Foundation for Southwest Washington as the beneficiary of a gift through your will or estate plan allows you to feel good about your contribution now while parting with your assets after your lifetime. See our sample language.
Beneficiary Designation
Designating the Community Foundation for Southwest Washington as a beneficiary of a retirement, investment or bank account, or your life insurance policy, ensures that your support for the community continues long into the future.
Charitable Remainder Trust
Provide you or a loved one with annual income for a set number of years or over your lifetime. At the end of this timeframe, the remainder is directed to your fund at the Community Foundation or your favorite charity.
Charitable Gift Annuity
Make a gift of cash or appreciated assets to a charitable fund at the Community Foundation and receive fixed payments for life and an immediate tax deduction. After your lifetime, the remaining amount of your gift goes directly into the charitable fund.
Charitable Lead Trust
Your fund at the Community Foundation or your favorite charity receives an income stream over a set number of years or your liftetime; after which, you or your loved one regain ownership of the assets.
Retained Life Estate
Give your property to the Community Foundation and retain the right to use the property during your lifetime.
What to Give
Community Foundation for Southwest Washington has expertise in accepting a broad range of gifts—both current and deferred—with efficiency and ease. We welcome the opportunity to partner with professional advisors in developing tax-smart strategies with their clients’ full array of assets.
The Heritage Society
Another reason to establish a legacy gift with the Community Foundation for Southwest Washington is our thriving network of givers who care about local communities. Those who establish a legacy become part of a special group of donors called the Heritage Society. These visionary donors share a deep dedication to long-term impact in southwest Washington. In return, we work to foster meaningful connections through events, specialized resources and unique opportunities.
Get in Touch
