What Can I Do With My Estate Gift?
The Community Foundation offers a personal approach to planned giving. We can help you customize your estate gift to support the causes and agencies 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.
You can enrich an existing fund
➤ Gifts to the Community Fund
Support innovative programs, new approaches, and apply grant money where it's needed most - even as needs and priorities change through the years.
➤ Gifts that will enrich favored 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 through the grant cycles in areas like arts & culture, the environment, health, youth, and urgent needs.
➤ Gifts that provide stability and support for area agencies
The Community Foundation holds nearly 50 agency endowment funds that make grants only to the agencies they were established to support.
You can establish a new fund
➤ Funds for the Community
Support needs and opportunities in Charlevoix County in your name, forever.
➤ Field of Interest Funds
Specify a broad area of interest (youth, for example) or a community within Charlevoix County. These funds can also be named for individuals, couples, families, or busineses.
➤ Scholarship Funds
Provide financial support to help local students achieve their post-secondary academic or vocational goals.
➤ Designated Funds
Choose one or more charitable organization that will benefit from distributions from the fund each year.
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