Planned Giving Options

Since 1995, we have been welcoming donors into the Legacy Society which is our way of honoring those who have made a lasting committment to the community by including a future gift in their estate plans. Only a Statement of Intent to leave a gift is requested – we ask for no documentation of the gift amount or type. While we encourage Legacy Society members to allow us to publish their names, you may choose to remain anonymous. A legacy gift may be a fixed amount, or a percentage of your estate, or the Foundation could also be the beneficiary of a life insurance or retirement plan.  We encourage you to talk to your financial planner and your family about the benefits of a legacy gift. A legacy gift is easy to do today and will impact our communities for generations.

Please see the Legacy Society pages of our web site for more details and for copies of forms that may be used to establish a Legacy gift to the Community Foundation of Dunn County.