Leave A Legacy

Be remembered..... Forever.

Did you know...a gift of $100,000 made 15 years ago would be valued at approximately $158,000 today and have made grants of $100,000 to the community? (assumes 5% annual payout/8.5% rate of return.)

What are your charitable dreams? Do you desire to positively impact Frederick County for generations to come? What will your legacy be?  How will you be remembered?  The Community Foundation can work with you to answer your questions and ensure that your philanthropic intentions are honored long past your lifetime.

Many people turn to the Community Foundation to create a planned gift because:

• The Community Foundation is a trusted resource with expertise in managing funds and a solid reputation for ensuring charitable wishes are carried out as intended.
• A wide range of charitable choices can help you fulfill your charitable and financial intentions. The Community Foundation can help determine how you can make the greatest impact with your gift.
• Larger gifts may be possible through your estate as compared to an outright gift now.
• Capital gains, estate and related taxes can be reduced.

You have many options to consider, from life insurance policies to charitable remainder trusts, and even gifts that can create an income stream to you and then to your heirs.

The Community Foundation staff is here to help and can provide details about each gift type.  We do not give legal or tax advice, and you are urged to consult with your professional advisor before making a planned gift. Many professional advisors work closely with us to design a planned gift that meets your needs and helps you achieve your charitable goals. Gifts of $100,000 or more allow for investment recommendation privileges as well.

You can be remembered Forever by creating an unique legacy that translates charitable dreams into powerful acts of philanthropy.

Visit our Gift Guide. This link will overview the many different types of planned giving options available in an easy-to-read and watch format. With the help of the Gift Guide calculator,  you can also estimate gift benefits based on various gift amounts, different property types, age, and other criteria.

Sample Bequest Language: This document will provide examples of language that can be used for gifts and bequests. Information about opening a fund with the Community Foundation is also included. This document is not a substitute for legal, tax, or other professional advice.