A future gift is meaningful philanthropy almost anyone can do.
A gift through your will or IRA allows you to support causes that are important to you in the future without impacting your current finances. And because of endowment, your impact on the community will never end!
The Community Foundation offers a personal approach to planned giving. We can help you customize your future gift to support the causes and organizations that are important to you. A range of options are available to you through the Community Foundation; your estate gift may include one or several of the types of gifts outlined below based on your wishes.
Your future gift can enrich an existing fund
The Community Foundation manages over 250 funds set up by individuals like you who have chosen to give back to this place they love. Gifts to community grant-making funds will be used to meet needs and advance opportunities in Charlevoix County, even as thos eneeds and opportunities change over time.
➤ Gifts to the Community Endowment
However our community's needs and priorities might change over time, gifts to the Community Endowment will provide important support to make a difference in Charlevoix County.
➤ Gifts that will enrich communities within Charlevoix County
Support a wide range of worthwhile programs and projects that positively impact specific communities within Charlevoix County, including Beaver Island, Boyne City, Charlevoix and East Jordan.
➤ Gifts that will address particular areas of interest
Provide focused grant support in areas like arts & culture, the environment, health, youth, and urgent needs.
➤ Gifts that provide stability and support for local organizations
The Community Foundation holds nearly 50 organization endowment funds that make grants only to the organizations they were established to support.
Click here to learn more about our existing funds.
Your future gift can establish a new fund
➤ Funds for the Community
These unrestricted grant-making funds offer donors the greatest possible impact by providing grants where they're needed most - even as needs and opportunities in our communities change over time. These funds can be established in the name of an individual, couple, family, or business.
➤ Funds that Support Areas You Care About Most
Donors can establish funds that do important charitable work on Beaver Island, or in Boyne City, Charlevoix, and East Jordan. If your interests are in the areas of arts and culture, the environment, health, neighbors in need, or youth, funds can be established to make a difference in those areas.
➤ Funds that Support Organizations You Love
Donors can grow long-term resources for their favorite organizations by giving to funds established to support the organization's mission. Donors may also name a fund to provide annual support to one or more organizations, forever.
➤ Funds that Support Student Success and Scholarships
Whether you care about helping students achieve in our local schools or wish to support them as they continue their education after high school, the Community Foundation offers options for impact.
➤ Donor Advised Funds
This tool allows donors to make grant recommendations to suport charitable programs and projects. Donor advised funds can be an advantageous alternative to a private or family foundation.
➤ A Blended Gift
Many donors choose to give to existing funds and establish new funds to accomplish their goals with a future gift.
For more information about making a future gift, please review our digital Legacy Guide, or you can request a copy to be mailed to you.
When you have considered this information, let’s get together to talk about the legacy you wish to put in place through an estate gift with the Community Foundation. We're here to help you.
Sara Ward, Director of Development and Donor Services
Charlevoix County Community Foundation
231-536-2440 · firstname.lastname@example.org
301 Water Street · P.O. Box 718
East Jordan, MI 49727
Tax ID Number: 38-3033739