Legacy Funds

Rainbow over WF LakeA Legacy Fund is a charitable tool that allows you to set-up a bequest to your community and directs the contributions to the nonprofits that are aligned with your interests and passions. A Legacy Fund is a designated endowment fund. The annual gifts are made from the investment earnings of the fund. When you set-up a Legacy Fund you select the nonprofits that will receive annual distributions from your named fund in perpetuity. It is a wonderful way for you to leave a legacy to your community and be remembered for it. Rather than making a lump sum gift to a nonprofit(s) your Legacy Fund will annually make a gift to the designated nonprofits in your name.

You can set-up a bequest in your will with your legal advisor to your Legacy Fund. Simply complete the Fund Agreement paperwork with the Community Foundation so that we have your designated charities in place. Your Donor Advised Fund can also be set-up to transfer to a Legacy Fund. With a Legacy Fund there is no advisor. We will annually make your grant disbursements to your selected charities from your fund.

Legacy Fund

Set-up your Legacy Fund today. Call Linda at 406-863-1781

Legacy Fund Brochure

Legacy Fund Package

Legacy Fund Field of Interest Package

Legacy Fund Confirmation Form