You can view the above 90-minute program by clicking on the triangular "play" button; it may take a minute to load. 

Watching this program is an easy way to learn about gifting techniques that might make sense for your assets, tax situation and family financial goals - and equally important, how a planned gift to community endowment can touch and transform our community's future. The program features a panel of local professional advisors, including attorney Lance Like, CPA Linda Simon, CFP Ian Essling, charitable gift planner Pamela Davidson, and trust officer Laura Hash, along with Community Foundation President Shari Woodbury. For assistance in pursuing any of the ideas presented here, please call our office at 333-9016. Your attorney or financial advisor may also assist you.

Our thanks to Community Access Television Services for taping the program.


Information on Estate Planning

THANK YOU for your interest in including the Community Foundation in your estate plan. Endowment giving is a wonderful way to continue your charitable support beyond your lifetime. You can leave a personal legacy that reflects your values, commitments, and dreams for our community.

You may give to any existing fund within the Community Foundation, or you may develop a new endowment tailored to your interests. A fund may be established strictly through your estate. Alternatively, you may start it now and watch it begin helping our community during your lifetime.

Sample bequest language is provided below. Please also see our Planned Giving Portal for a wealth of planned giving information and resources.

For assistance:  Feel free to Contact Us for gift planning ideas based on your charitable goals and financial circumstances. We also encourage you to discuss giving options with your attorney, accountant, or financial advisor. These professionals can help you identify the most tax-wise opportunities as well as gift plans that will help meet financial goals for you and your loved ones. Community Foundation staff are available to meet together with you and your advisors in order to determine the best giving plan for you.


Bequests

One of the simplest and most popular ways to leave a legacy is through a bequest in one’s will.

Legal name:  Community Foundation of Bloomington and Monroe County, Inc.

Federal ID number:  35-1811149

Sample bequest language:

Start with:

I hereby give, devise, and bequeath to the Community Foundation of Bloomington and Monroe County, Inc. . . .

You may make a general bequest from your estate as follows:

. . . the sum of $________, or _______ %, or ______ fractional interest of my estate.

You may make a specific bequest as follows:

. . . the sum of $________ . . .

OR       . . . the property described as ________________________ . . .

AND, to designate a specific endowment fund or other use, add:

It is my desire and instruction that this bequest to the charitable organization be used for the following purposes: 

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

You may make a residual bequest to take effect only if those named as primary beneficiaries predecease you, as follows:

If any one or all of the above named beneficiaries do not survive me, then I hereby give the share that otherwise would be (his/hers/theirs) to the Community Foundation of Bloomington and Monroe County, Inc.


Click here for other giving options including current gifts, memorial gifts, gifts that can help provide reliable income to you in your golden years, and more.
Using the Community Foundation

Legacy Society
The Legacy Society recognizes donors during their lifetime for making planned gifts to community endowment.

Fund List
You can give to any of the 150 funds already established in the Community Foundation.

101 W. Kirkwood, Suite 321 // Bloomington, IN 47404-6129
Phone: (812) 333-9016 // Fax: (812) 333-1153