Author: Hope Flores

Be a Member
What do I need to do to become a member of the Legacy Society?
It’s easy! All you have to do to be a member of the Legacy Society is:
1. Make a planned gift benefiting your favorite cause, charity or church’s endowment held by the Lawrence County Community Foundation.
2. Provide us with a copy of the portion of your estate planning document that pertains to the gift. Amount of gift does not need to be revealed to us.
3. Sign a Statement of Gift Intention form available from our office or online at:
www.cfpartner.org/legacysociety.htm
4. Submit the information to the address listed on the back of this brochure.
That’s it! Members are listed in our materials, or excluded if anonymity is preferred.
Additionally, an exclusive afghan is presented to Legacy Society members (see photo on front).

Leave a Legacy

Join Lawrence County’s most generous and forward-thinking residents who are already members of the LCCF Legacy Society.
Members have made a commitment to support the future of our community with a deferred endowment gift through their estate.
Members understand the strength and sustainability endowments provide to their favorite causes, charities, and church. The assets they give will grow and benefit the community forever.

Contact Information
Lawrence County Community Foundation
3315 5th Street
P.O. Box 1235
Bedford, IN 47421
Phone: (812) 279-2215
Web: www.cfpartner.org
Email: lccf@cfpartner.org
Confirmed in compliance with state and national standards for US Community Foundations

Legacy Society

Join Today

For Good. For Ever. For Lawrence County.

You’re Invited

Questions and Answers

Questions and Answers

Why join?
You’ve worked hard.
You’ve done well.
You’ve saved wisely.
Now, you can give back to the community you love by investing in its future.
Choose a charity or charities.
You are encouraged to contribute to an existing fund that benefits your favorite local charity, or to establish a new fund.
Give back to Lawrence County.
Legacy Society members share their passion with other generous people who have also provided for Lawrence County’s future in their estate plans. With sufficient growth endowments can allow non-profits to focus on their programs rather than fundraising.
Be recognized.
Give others the opportunity to follow your example of community stewardship and leadership. Or, if you prefer to remain anonymous, we will honor your wishes.
Together, we build a better tomorrow in Lawrence County!

Who can join the Legacy Society?
Anyone with a desire to give back to their community can join the Legacy Society. Many people give assets such as IRAs, stocks, bonds, real estate, life estates, cash and/or insurance benefits. Many are surprised to learn how simple it is to create a lasting legacy.
Why do people give to charity through their estate plans?
Planning an estate gift allows people to strategically accomplish their financial and charitable objectives. For many couples and individuals, this includes preserving the family name, honoring loved ones, providing for heirs, minimizing tax burdens and supporting the community they call home.
Bequests to the community foundation are exempt from estate taxes.
When should I include the gift in my estate plan?
Any time you are drafting or changing your will or estate plan, you may want to consider adding a charitable endowment gift. Your financial or legal advisor can provide professional guidance related to your specific estate, income goals, beneficiaries, taxes, and other considerations.
What good can I do with a planned gift?
You can support your favorite, local charity or charities, enrich education, provide scholarships, support your church, fund human services, foster a stronger community, and much more. Tell us what is important to you.
How do I plan an estate gift?
First, contact us to let us know what your charitable goals are and to ensure that we understand them and are able to help you achieve them.
By notifying us of your gift and completing a Statement of Gift Intention Form you can become a member of the Legacy Society.
Next, you should contact your attorney, financial advisor and/or accountant to inform them of your intentions. They can offer you professional advice as well as help you execute the necessary financial and legal documentation.
Our confidential philanthropic services are available at no cost or obligation. We’ll help you fulfill your charitable dreams in Lawrence County in perpetuity.
If you don’t document your wishes it is possible that someone else will determine where your assets will be distributed and that may not include a lasting gift to local charitable causes.