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 Martin 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.
An exclusive MCCF portfolio is presented to Legacy Society members.

Leave a Legacy

Join Martin County’s most generous and forward-thinking residents who are already members of the MCCF 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
Martin County Community Foundation
P.O. Box 28
Loogootee, IN 47553
Phone: (812) 295-1022
Fax: (812) 279-1984
Web: www.cfpartner.org
Email: mccf@cfpartner.org
Confirmed in compliance with state and national standards for US Community Foundations

Legacy Society

Join Today

A gift to your community that keeps on giving.
For Good. For Ever.
For Martin 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 Martin County.
Legacy Society members share their passion with other generous people who have also provided for Martin County’s future in their estate plans. 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 Martin County!

Who can join the Legacy Society?
Anyone with a desire to give back to their community can join the Legacy Society. People give assets such as cash, IRAs, stocks, bonds, real estate, life estate, 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 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 Martin 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.