There are many ways you can make a lasting impact through planned giving. Many of our donors make deferred gifts by including us in their estate plans. In those plans, they specify Scott County Community Foundation as the recipient of their gift of stock, cash, real estate, insurance policies, IRAs, or other assets. Some donors have chosen to initiate other gift plans, such as charitable gift annuities and charitable remainder trusts, all allowing you to minimize your taxes and still be able to leave an inheritance to your loved ones. Our staff is willing to work with you and your advisor to help you plan a gift that is most meaningful to you.
- Download your free Personal Financial Affairs Book of Records. This guide will help you think about how you want your assets distributed upon death, and serve as a plan when you meet with your attorney.
- For your convenience, you may download a Statement of Intent here. This is a non-binding document that lets us know about your intentions of planned giving to benefit the community. You will then earn a place in our Legacy Society, which honors those who include the Community Foundation in their planned giving instrument.
- Watch a quick video on the importance of having a will here, or how you can make an impact in our community even with leaving the majority of your estate to your heirs, here.