The Legacy Society honors those donors who have expressed their commitment to charitable giving by naming Legacy Foundation as the beneficiary of a planned gift. Such gifts may include a bequest and/or charitable income gifts such as gift annuities, charitable remainder trusts, or gifts of life insurance or retirement plan assets.

There are a number of ways you can make a bequest to Legacy Foundation.

A bequest is generally a revocable gift, which means it can be changed or modified at any time. You can choose to designate that a bequest be used for a general or specific purpose so you have the peace of mind knowing that your gift will be used as intended. Bequests are exempt from federal estate taxes. If you have a taxable estate, the estate tax charitable deduction may offset or eliminate estate taxes, resulting in a larger inheritance for your heirs.

• You include Legacy Foundation as a beneficiary of your will or trust to support the nonprofit(s) of your choice.
• Legacy Foundation creates a fund that states your charitable intentions.
• Your donation is excluded from your assets for estate tax purposes.
• Your gift creates a legacy of your values, helping to do good in Lake County and beyond.

For gift planning purposes, the Legacy Foundation’s legal name is Legacy Foundation, Inc. and our Employee Identification Number (EIN) is 35-1872803. We recommend including both the organization’s name and EIN in your gift planning documents. To learn more about leaving a planned gift in your will or trust, contact Erica Fizer atefizer@legacyfdn.org  or call 219-736-1880.

Bob and Nancy Anadell
Lisa Austgen
Cheryl Austin
Frank Baccino
Glen E. Bacus
Calvin and Catherine Bellamy
Catherine Riley Boege
John M. Cain, III
Robert L. and Betty Campion
Elin J. Christianson
Stanley Christianson
Glenn and Margot Clark
Richard and Nancy Clifford
Arthur R. and Nancy Collins
Ruth Cornwell
Michael Dobosz
Judith Dow
Gloria Hubacek Duckworth
Sean Egan
Jeffrey P. Gajewski

Richard E. Gardner
Bobbi Gasser
Keith and June Grady
James and Mary Ann Greiner
Barbara Gross
Dorothy Gross
Collis C. Hooks
Jeanne Howarth
Sandra M. Hynek
Allen and Nancy Johnson
Robert Johnson
Richard P. and Sylvia Komyatte
Carol Kutak
Eleanor B. Leese
Mary J. Manos
James and Linda Martin
Irene Mateja
Barbara M. Meeker
Patricia Merrell

If you have already included Legacy Foundation in your estate or would like to make a legacy gift, please contact us so we may recognize your generosity. While we recognize those who have notified us of their plans, we also honor the wishes of those who wish to remain anonymous. For more information, please click the button below.

PLAN A FUTURE GIFT