Supporting the Future of Our Community
Make a decision today that will help our community thrive for generations to come. A planned gift can help you support the causes that are meaningful to you, while reducing or eliminating taxes. You can give during your lifetime and receive income tax deductions, or give after your lifetime and reduce estate taxes. Support your favorite charity, multiple charities, or establish a scholarship fund. If you don’t know where or how to give, the staff at Legacy Foundation can provide recommendations and resources to help you find the option that best meets your values and priorities.
Ways To Give
A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to Legacy Foundation, Inc. as part of your estate plan. You may choose to donate a specific dollar amount, a percentage of your estate, or the residual of your estate. Your estate qualifies for a charitable deduction for the full donation.
A beneficiary designation gift is a simple and affordable way to make a gift to support Legacy Foundation, Inc. You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
If you are 70½ or older, you can direct your IRA custodian to make an IRA charitable rollover gift to Legacy Foundation. Avoid taxes on transfers of up to $100,000 from your IRA to our organization, reduce your taxable income, and satisfy your required minimum distribution.
When you use cash or other assets to establish a charitable gift annuity at Legacy Foundation, you’ll receive secure, fixed payments for life for you and/or someone you choose. You’ll also receive tax benefits. After your lifetime(s), the remaining balance will support the charitable causes you choose.
You transfer assets to fund a charitable remainder trust. The trust will sell the assets tax-free, and then be invested to pay income to you or any other trust beneficiaries you select based on a life or term of years. You receive an income tax deduction in the year you transfer assets to the trust. Legacy Foundation benefits from what remains in the trust after all the trust payments have been made.
Legacy Society
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. 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 efizer@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.
Current Legacy Society Members
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
Thomas and Joanne Nastoff
Margaret Ozimec
Victoria Ozimec
Tammy Pavlowski
Maria Reiner
Lois Rhinesperger
Alice Rogers
George Rogge
Sue Rutsen
Verne P. Seehausen
Joseph Skora
Terrance Smith
Edith L. Sonntag
Lynnette M. Stephens
Fred and Judith Van Senus
Lola Wells
Martha L. Woodward
Pamela Meyer Yttri
John and Carey Yukich
