A Traditional Form of Giving
The most traditional form of a deferred gift is a bequest included in a person’s will or revocable (living) trust. Allow us to assist you and your legal and financial advisors as you tailor your bequest to fulfill your specific wishes. And, if you intend to include the Community Foundation in your estate plans or have already done so, please let us know; documentation and discussion will help us ensure that your wishes become a reality.
What, when, and how much do you want to give?
What, when, and how much do you want to give?
A specific dollar amount– Example: I give and bequeath $100,000 to the Community Foundation of Collier County.Specific personal or real property– Example: I give and bequeath our primary residence and the art collection within the primary residence to the Community Foundation of Collier County.
Residuary gift– You may give the remainder of your estate in whole or in part. Example: I give and bequeath 50 percent of the residual of my estate to the Community Foundation of Collier.
Contingent gift– You may want to give a gift only if certain conditions are met. Example: I give and bequeath {my farm property} to my spouse, if he or she survives me. If my spouse does not survive me, I give and bequeath {my farm property} to the Community Foundation of Collier.
How do you want your bequest to be used?
How do you want your bequest to be used?
Unrestricted gift: The gifts is made to the Community Foundation of general purposes.
Field-of-Interest gift: Choose a philanthropic area that you are passionate about.
Gift to an existing fund: You may leave bequests to funds that you established before your death; these may be donor-advised, scholarship or designated funds.
Use gift to create a fund: You may use a bequest to create a new fund to be administered by the Community Foundation. The new fund may be a donor-advised, scholarship or designated fund, and may be endowed or unendowed. The fund may be established while you are living and be named in your will or trust. The fund may also honor someone or serve as a memorial tribute.
The Legacy Society
The Legacy Society is comprised of members who have included the Community Foundation of Collier County in their estate plan.
The Legacy Society provides awareness to the general public about philanthropic opportunities that exist to sustain the future of our community while creating a family legacy.
Including the Community Foundation in your estate plan is easy. You can simply include a few lines about the percentage of your estate or trust, sum of money, or property you would like to donate.
You can also name additional beneficiaries.
Contact our expert staff at the Community Foundation to start the conversation.
Ms. Patricia Aiken-O’Neill
Mr. and Mrs. Marcelo A. Alvarez
Ms. Bridget Bannon
Mrs. Jane Billings
Ms. Huguette L. Castaneda
Mrs. Patricia A. Daniel
Mr. and Mrs. James F. Derham
Mr. and Mrs. Louis H. Dingerdissen
Ms. Susan H. Earl
Mr. and Mrs. Samuel L. Finkelstein
Mrs. Patricia A. Forkan
Dr. Howard L. Freedman
Mrs. Diane R. Garesche
Mr. and Mrs. James R. Gibson, Jr.
Mrs. Christine Ginos
Ms. Nina A. Gray
Mrs. Elizabeth S. Hall
Dr. Mana A. Holtz
Mr. and Mrs. Alan M. Horton
Mr. Michael Isermann & Mrs. Penelope Isermann
Mr. and Mrs. David M. Jones
Mr. and Mrs. Edward J. Kant
Mr. Patrick E. Keesler and Ms. Eileen Connolly-Keesler
Mrs. Joyce H. Kempton
Mr. Dennis Kilcoyne
Rev. Dr. Kathleen L. Kircher
Mrs. G. Edna Krentz
Mr. and Mrs. Ben J. Lancashire
Mr. William R. Lindsay
Mr. Richard and Mrs. Gayle Lipsig
Mrs. Alice Ross T. Martell
Dr. Mary McLearn
Dr. and Mrs. Charles J. Montgomery
Stephen R. and Mary Lynn Myers
Mr. and Mrs. Noel Osborne
Mr. James D. Proud
Mr. and Mrs. Lyle Rosenzweig
Mr. and Mrs. Gary W. Schmelz
Mr. and Mrs. Charles W. Schueddig
Mrs. Joan C. Shipman
Ms. Laura Simmelink
Mr. and Mrs. Jefferson A. Simpson
Mrs. Nancy Sineni
Mr. and Mrs. Erland P. Stevens Jr.
Mrs. Helen Strong
Mr. Thomas A. Sully
Dr. and Mrs. Donald Ullrich
Wayne T. and Loretta N. Umetsu
Mrs. Barbara J. Van Dorn
Dr. Myra Nichol Williams
Mrs. Miriam Wolfson Shuler
Mr. Bob Young
Mr. Dietrich E. Zimmerman
