Create a Legacy

How Do You Leave a Gift?

Leaving a gift to an organization can be simple. Some examples:

• Naming an organization as an additional beneficiary on life insurance, employer-paid group life insurance, retirement, or IRA.
• Leaving a portion of your estate to an organization.
• Creating a charitable gift annuity (age 60 and up) at the Foundation.
• Listing the Foundation as the beneficiary of a trust.

For more information on this, contact us: Monika Collins – mcollins@delcofoundation.org 610-744-1015

Why a Legacy Gift Through the Foundation?

By taking a little time today, you can contribute meaningfully for tomorrow. Writing an organization or cause you care about into your will helps ensure the organization will continue to provide resources in the future.

The Foundation can accept complex assets such as appreciated stocks and real estate to create a fund that benefits organizations and causes of your choosing. If you’re interested in leaving a gift that broadly benefits Delaware County, a legacy gift can also go directly to the Foundation for general or specific issue area use.

Additionally, leaving a gift through your will gives you the opportunity to pay tribute to a loved one or name a fund in honor of your family.

Can I Name the Foundation in My Will?

This is one of the most popular and flexible ways to leave a gift for the community through the Foundation. When you name The Foundation for Delaware County in your will, you have flexibility to make changes to the fund’s future granting plan. Revisions can be easily made through the Foundation without the need for you to update your will or financial documents.

You may arrange for the Foundation to receive:

• A specific dollar amount.
• Specified assets, such as stocks or securities, real estate, or tangible personal property.
• All, or a percentage of, the remainder of your estate after all obligations are met.

Please speak with a trusted attorney or financial advisor as you consider the best way to give.

Ready To Leave a Gift Now?

To Leave a Gift To The Foundation:

1. Fill out a letter of intent to let us know more about how you’d like your gift used (gifts can be left for the benefit of an organization or cause of your choosing through the Foundation, or directly to the Foundation). Letter Of Intent

2. Use the bequest language below in your will to direct a gift to the Foundation. Please speak with a trusted attorney or financial advisor as you consider the best way to give: Bequest Language.

3. Include The Foundation for Delaware County’s EIN number 22-2540853 in your plans as needed.

The Legacy Society

When you leave a legacy gift through the Foundation, you become a part of The Legacy Society, joining people across the county who are committed to giving towards the future of Delaware County. Members of The Legacy Society connect with the Foundation through yearly events, learning opportunities, and newsletters. Learn More About the Legacy Society