Your Legacy

Creating a charitable legacy ensures your values and passions live on beyond your lifetime and provides lasting benefits for you, your family, and your community.

The Benefits of Planned Giving

Support the causes and organizations you care about. A planned gift will help ensure the organizations you care most about can continue to receive your support.

Continue a family tradition of giving. Pass on your values to your children and grandchildren. Our team can work with your family to continue your philanthropic vision to support the causes you care about.

Maximize your estate and/or reduce the tax burden on your heirs. Planned gifts offer important estate, financial, and personal advantages — allowing you to give in the most effective and beneficial manner.

Give back to your community. When you give through the Foundation, you can ensure that your gift has a positive impact on the people of Delaware County.

Schedule a meeting with our team.

Monika Collins
Vice President for Advancement and Philanthropic Services