Plan a Trip & a Legacy

Jan 25, 2022

 

We all love Iowa, but as the winter weather continues, many of us seek a reprieve in warmer locales. As Iowans begin packing their sunscreen and flip flops, we find the phones of the Community Foundation ring with a common theme, including charitable giving in estate plans.

Tropical travel and updating wills may not seem to have much in common but planning a trip correlates to planning other areas of our lives. We’ve all kept the list of things we are going to get done before we leave on vacation, able to relax with the knowledge all the pieces of our day-to-day life are in place. At the Community Foundation, ensuring all the details are in place is exactly what we are here to do. We serve as your partner in giving to meet your giving goals today and ensure they are carried out for generations to come.

A legacy fund with the Community Foundation provides an opportunity to include charitable giving in estate plans and make a difference in the future. Legacy funds offer a variety of benefits.

Personal
Legacy funds allow you to make a long-term impact on the causes and communities that are most important to you. Your continued support will allow the selected organizations to carry out their missions and contribute to the community for years to come.

Lasting
Legacy funds provide you the opportunity to share the gift of giving with future generations. You can use assets named in your legacy fund to open a charitable giving fund for family, a friend, a business or committee to continue to invest in causes they care about and pass on the joy of giving.

Flexible
A legacy fund offers you the opportunity to ensure that charitable giving is part of your estate plans, with the flexibility to change the causes you plan to support over time. Because you name your legacy fund in your will or trust, you can work with the Community Foundation to adjust the causes you would like to support without the hassle of revising your estate plans.

Collaborative
Our team of charitable giving experts is here to assist you in establishing your legacy fund to meet your financial and giving goals. We will work alongside you and your professional advisors to ensure your charitable giving fund fits into your overall estate plans.

Efficient
The Community Foundation can receive various gifts to support a legacy fund, including assets from a will or trust, life insurance policies, IRAs, 401(k) plans, real estate, charitable gift annuities and charitable remainder trusts.

The Community Foundation team is here to help you put a charitable plan in place when the timing is right for you. Wherever your adventures take you, you can travel with the peace of mind that you have a partner dedicated to ensuring your giving goals will be met today and for generations to come.