With the Greater Toledo Community Foundation's Legacy Society, you can make provisions today that will meet the needs of tomorrow. You can provide a permanent source of support for your charitable interests while generating tax savings and even personal income through deferred gifts to the Foundation.
There are several options available for your deferred gift.
Bequest - adding a bequest in your will is a simple way to leave a lasting legacy. Click here for additional information on creating a fund through your bequest or sample bequest language.
Charitable Lead Trust - creates income for the Foundation for a specified period, after which the remaining principal is distributed to named beneficiaries. Gift and estate taxes are reduced with this type of gift.
Charitable Remainder Trust - allows you (or other named beneficiaries) to receive lifetime income. Upon your death the remaining principal creates a fund at the Foundation. You receive an immediate charitable deduction for a portion of the gift and avoid capital gains tax.
Life Insurance Policy - policies can be changed to designate the Foundation as the owner and/or beneficiary of a policy. Retirement fund accounts are often one’s largest asset. You can give all or part of these assets to the Foundation, both during your lifetime and/or at your death.
Retirement fund accounts are often your largest asset. You can give all or part of these assets to the Foundation, both during your lifetime and/or at your death.
With a bit of planning today, you can ensure that the charitable causes that have grown important to you and your family over the years continue to be supported, in your name, long after you're gone. The Legacy Society is one of the ways the Foundation expresses its gratitude for your foresight and generosity.
How do you become a Legacy Society member?
You can become a Legacy Society member by naming the Foundation as a beneficiary in your estate plan.
How are you added to the list?
Please reach out to Kurstyn Loeffler, Vice President of Philanthropic Services, to discuss the details and benefits of naming the Foundation as a beneficiary in your estate plan.
What benefits do you receive as a Legacy Society member?
If you have named the Foundation as a beneficiary in your personal planning or to become a member of GTCF's Legacy Society, please contact our Philanthropic Services Department.
The Foundation offers a variety of ways for you to make donations to reach your philanthropic goals. Corporations and businesses are limited to gifts of cash, securities, closely-held stock, limited partnership interests and real estate. Individuals and families have even more options to consider.
ExploreThe Foundation offers a number of fund options for you, your family, businesses and nonprofit organizations. The funds are flexible and you decide how much or how little you want to be involved in making grants.
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300 Madison Ave., Suite 1300
Toledo, OH 43604
Phone: 419.241.5049
Fax: 419.242.5549
Email: toledocf@toledocf.org
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