Standing Legacy Society is our way of acknowledging a donor’s
commitment to the future,” said Paula Gruszynski, MMACF Executive
Director. “Making a legacy gift reflects the ongoing commitment to the
community and the causes valued most by the donor. It enables a person
to act on their convictions and make a difference for years to come. We
find this is a very important option for individuals since these
meaningful gifts often go unrecognized because they come at the end of a
When an individual notifies the Community Foundation of a gift, the donor is automatically eligible to become a member of the Standing Legacy Society. The Foundation provides confidential philanthropic services to prospective donors and their professional advisors, without pressure or obligation. Giving a legacy gift is a simple way to make a difference. Bequests to the Community Foundation are exempt from estate taxes. Financial or legal advisors can provide professional guidance related to specific estate, beneficiary and income goals as well as tax and other considerations.
Joining the Standing Legacy Society requires two steps:
1. Include a charitable bequest designating the Foundation as a beneficiary in your estate plan. Such bequests are generally accomplished by including the Foundation as a beneficiary of:
- A will or trust
- An IRA or 401K retirement plan
- A life insurance policy
- A charitable gift annuity, charitable remainder trust or other planned gift
2. Inform the Foundation that you have made the necessary arrangements by completing this form.