August is National Make a Will Month and an incredible opportunity to support your favorite nonprofits. You’ve likely already worked with your advisors to establish an estate plan, including a will and even a trust. Still, this is a good time of year to review your plan in case things have changed. As you review your estate plan, consider whether your documents are aligned with your philanthropic intentions.
When you remember the Community Foundation in your estate plan, you support your charitable goals for years to come. Such a gift allows you to preserve your family name, honor loved ones, provide for heirs, minimize your tax burden, and, most importantly, make significant contributions to our community that may not have been possible during your lifetime.
By giving through the Community Foundation, you are collaborating with a knowledgeable and seasoned partner. We are committed to listening, learning, and ensuring that our work is community informed. Whether you know exactly how much you want to give or aren’t sure what you want to support, we can help. Our experience with local grantmaking has given us the opportunity to know this community, its needs, and the organizations making an impact. Gifts to the Community Foundation are generally endowed and leave a permanent legacy in the community. Planned gifts can establish new funds or strengthen existing ones and can support one or more of your favorite causes you care about most for generation after generation.
The Community Foundation recognizes this unique form of philanthropy through our Legacy Society, which acknowledges members for their foresight and commitment to the future of our community. Any individual or couple that names the Otsego Community Foundation as the beneficiary of any planned or deferred gift will be honored with membership. Your legacy gift reflects your values and commitment to supporting your community’s needs.
As always, your membership in the Legacy Society can be anonymous if that is your preference.
To learn more about leaving a legacy through the OCF, click here. If you would like to set up a meeting to learn more, call our office at 989-731-0597.
Otsego Community Foundation Legacy Society Members
- Anonymous
- Brad & Dana Bensinger
- Scott Chesley
- Bill & Liz Forreider
- Duane Jasinski
- Susan A . Jordan
- Bruce & Tammy Kohnert
- Hans and Dolores Kuehlenthal
- Mary B. Seger
- James Roth
- Tom Wagar
- Aara Sue Willison
- Janet M. Allen & James C. Smith Jr.