Benefits of the Legacy Fund
The Legacy Fund provides a way to continue your giving beyond your lifetime in an ongoing manner, rather than simply a one-time "lump sum" distribution of charitable dollars at death. This is just one of its many benefits ... read more

An enhanced donor-advised fund
A Legacy Fund is an enhanced type of Giving Fund (donor-advised fund) – a creative, simple way to manage your giving. Therefore, your Legacy Fund has all the same benefits of the Giving Fund, such as investment options, online access, and more ... learn more about the Giving Fund

Open a Legacy Fund today
If you're ready to establish a Legacy Fund with with us, you can use our PDF download application to share with us details about your goals and objectives for your giving ... get started

Case study: During your lifetime
Mary was a retired nurse wanting to provide scholarships to aspiring nurses willing to work in third-world countries. However, she desired that money only go to students that signed a contract agreeing to work at least four years on the mission field after school ... read more

Case study: After your lifetime
Karen and Paul had a private foundation that they wanted to continue after their deaths. However, they felt that their children would need training and guidance to be ready to carry on this responsibility. They were looking for a way to ensure that their children's giving habits would closely reflect their own, and that no grants would go to organizations Karen and Paul would not have given to during their lifetime ... read more

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