Estate Planning

Estate Planning

A Lasting Impact for Your Community

Do you want to leave a legacy in your community for many generations to come?

The Community Foundation makes it easy to leave a legacy in your own community through an estate gift or a planned gift.

The Heniz Living Legacy Circle is composed of caring individuals and families who have made formal plans to leave a gift from their estate to the Foundation to support causes they care about the most.

A simple letter of intent documents your legacy plans to the Foundation. You have a variety of options to achieve your charitable objectives:
– Bequests
– Life Insurance
– Retirement Plans
– Real Estate
– Charitable Gift Annuities
– Charitable Lead Trusts
– Charitable Remainder Annuity Trusts

It is a special person who provides for the future of our community.

The Living Legacy Circle Letter of Intent [download form here] is all you need to provide your advisor and the Community Foundation to document your legacy plans. Information you provide is not legally binding and may be changed at any time in the future at no cost to you.

Marcus