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Standing Legacy Society Membership Form

"The 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 donor’s life.”

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.

Contact Information

First Name

Last Name

First Name

Last Name

Address Line 1

City

State

Zip Code

Phone

Membership Form

Have you made a provision to include the M&M Area Community Foundation as a beneficiary of your estate plans and wish to be included in the Standing Legacy Society?

Yes - I/we have made provisions to include the Foundation as a beneficiary of my/our estate plans.No - I/We have not yet made provisions to include the Foundation as a beneficiary of my/our estate plans. Please contact me/us with additional information about how I/we might utilize the Foundation as I/we consider leaving a legacy gift.

Would you like the Foundation to list your name(s) as members of the Standing Legacy Society?

YesNo

Please type your name(s) as you would like them to be listed.

Please choose one:

I/We prefer not to be listed as members of the Standing Legacy Society.I/We prefer to be listed under the title of Anonymous.

Date

Signature

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