The Village of Boyne Falls is stepping up to do something extraordinary – free the Boyne River’s South Branch of its only remaining dam
Future Giving
Adding a Charitable gift to your will or retirement plan is SIMPLE.
The results are REMARKABLE.
A planned gift in your will, trust, or IRA allows you to support causes that are important to you in the future without impacting your current finances.
Legacy Donor Spotlight
“A portion of our estate will go to the Community Foundation to continue supporting work that we care about after we’re gone, through the Bill and Maxine Aten Fund for the Community and the Challenge Mountain Fund. The thought that we can be a part of making the area we love a better place after we are gone gives us tremendous satisfaction. Knowing that we can positively influence other peoples’ lives by being a part of this action gives us both great comfort and a deep sense of honor.”
- Bill and Maxine Aten
Ways To Make a Future Gift
- Gift in Your Will or Trust
- Leaving a gift to C3F in your will is easy. See the below information for how to set this up.
- IRA or Life Insurance Beneficiary
- You can name C3F as the beneficiary of an IRA or other retirement vehicle. Contact your life insurance provider for more information and then let us know so we can honor Life Insurance Beneficiary
- You can name C3F as the beneficiary of a life insurance policy. Contact your life insurance provider for more information and then let us know so we can honor your charitable wishes with the proceeds.
- Charitable Gift Annuity
- A charitable gift annuity is a financial arrangement between you and the Community Foundation in which you make a significant donation to us and in return, we provide you with a fixed income for life. The amount is based on factors like your age and the value of your donation. This service will be available next year.
How to Make a Future Gift
C3F can help you customize your future gift to support the causes and organizations that are important to you.
- Meet with Community Foundation staff so we may learn about what issues are important to you and how you hope to make a difference with your future gift.
- Complete a simple form that outlines how your gift will be applied to meet your charitable goals. These instructions can be revised, if desired, without the need for updating your will.
- Consider whether you would like to be listed in the Legacy Society, which recognizes and thanks individuals and couples who have named the Community Foundation as a recipient of a future gift.
Contact one of our team members for more information:
Sample language for your will
With a specific bequest, you designate that the Charlevoix County Community Foundation is to receive a specific dollar amount or specific property.
“I give to the Charlevoix County Community Foundation, East Jordan, Michigan, a Michigan nonprofit corporation (Tax ID 38-3033739), (here you insert a specific dollar amount or specific property) to be held, administered and used by its Board of Trustees for support of its grantmaking and programming in the areas of greatest need and opportunity.”
With a residuary bequest, you give the Charlevoix County Community Foundation all (or a portion) of your property, after all debts, taxes, expenses, and all other bequests (including family members) have been paid.
“I give to the Charlevoix County Community Foundation, East Jordan, Michigan, a Michigan nonprofit corporation (Tax ID 38-3033739), (here you insert a specific dollar amount, a percentage, or the rest or residue of your estate) to be held, administered and used by its Board of Trustees for support of its grantmaking and programming in the areas of greatest need and opportunity.”
With a contingent bequest, you can be sure that property will pass on to the Charlevoix County Community Foundation in the event of an unexpected occurrence rather than unintended beneficiaries.
If, at any time, there is no one to take under the other provisions of this Will, I give the property or funds to the Charlevoix County Community Foundation, East Jordan, Michigan, a Michigan nonprofit corporation (Tax ID 38-3033739), to be held, administered and used by its Board of Trustees for support of its grantmaking and programming in the areas of greatest need and opportunity.”