While 70% of people give to charity during their lifetime, only 10% leave a gift through their estate. The impact you’re making now can continue, long after you’re gone. When you leave a legacy, future generations will know what was important to you. If everyone leaves 5% (or more) of their estate to a Foundation fund, over $111 million will be invested in Oceana County over the next 50 years!
For generations, families and their wealth were closely tied to their local communities. Today, the inheritance you leave might be scattered around the globe. If Oceana County has been important to you, make part of your legacy a gift to help build its future.
What can your gift support? Whatever is important to you!
You can give to existing funds to support the arts, education, the environment, health, or community development. If a specific organization has been important to you, such as your place of worship, your school, or your favorite nonprofit, you can add to or create a fund to support them. Perhaps there’s a place in the community that you’ve loved, like Pentwater Harbor, Golden Township Park, or Little Sable Point, …your gift can ensure that others get to enjoy it far into the future. If it’s too hard to choose, a gift to the Community Investment Fund, or creating an unrestricted fund in your own name, ensures that there are resources to put toward whatever will make an impact in the community of the future.
Leaving a legacy is not just for the wealthy. If you consider the value of your home, retirement and savings accounts, or life insurance, you may be surprised how quickly it adds up!
Start your fund
- Add up home, savings, life insurance, etc. and plan a gift
- Leave $20,000 (5% of a $400,000 estate)
After 25 years
- $29,000 granted into the community
- $26,000 balance in your fund
After 50 years
- $90,000 granted into the community
- $85,000 balance in your fund
Leaving a gift can be as simple as changing a retirement account or life insurance beneficiary designation. Or you can work with an attorney to update your will or trust. Ask us…we can help! And we love to honor those generous people who have made a planned gift. Learn more about our Legacy Society here.
You can help build up Oceana County. Leave a gift to its future!