Leave a legacy and support the causes you care about. A planned gift can help you achieve your philanthropic goals, while meeting your personal and financial needs.

Bequests

You can leave a bequest to Legacy Foundation in your will, living trust or codicil. Certain assets, such as an insurance policy, retirement account or bank account, can be left by way of a beneficiary designation.

Charitable Gift Annuity

You make a gift of cash or property to us and we agree to make fixed payments to you or you and a loved one for life.

Charitable Remainder Trust

A charitable remainder trust can be created to pay you or your chosen beneficiary income for life or for a fixed term. After the term’s completion, the remaining property passes to a charitable beneficiary such as a fund at Legacy Foundation, or another charity of your choice. This flexibility allows individuals greater spendable income and reduced taxes during your lifetime.

It’s easy to establish a planned gift. Our expert staff is available to work with you and your advisor. To review your giving options, please call 219.736.1880 or email csaxton@legacyfdn.org to discuss making a gift.

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.