The Power of Planned Gifts
- Personalized Charitable Fund: Your future estate gift to the Community Foundation launches an endowed fund that ensures ongoing support – in your name or anonymously – for causes and organizations important to you.
- Asset Options: Working with your professional advisor, we help you navigate planned giving asset options best suited to fuel support for your charitable goals.
- Philanthropic Expertise: We work with you to create a plan for your bequest to support your charitable priorities. In the future, your endowed fund grows through our careful investment.
- Your ‘Forever’ Partner: We are always there to make sure your charitable dollars are used as intended. We find dynamic opportunities to support your charitable passions. We pool resources to amplify your impact.
- Enduring Impact: Year after year, your endowed fund at the Community Foundation produces grants that shape a brighter future – ensuring your legacy of impact never ends.
Your Charitable Fund
With a future bequest or a gift today, you can create a charitable fund at the Community Foundation that fuels support for the causes and organizations that matter most to you.
Our expert team helps your fund grow through careful investment. We ensure that grants from your fund are used as intended. Your fund is a powerful, easier alternative to running your own private foundation. We handle the financial management duties so you can focus on the joy of giving.
After you make a gift commitment of $25,000 or more, you choose the type of charitable fund that your future bequest will launch. If you prefer to get started now – to see the impact of philanthropy while you are living – you can launch a charitable fund with a gift today. Your future bequest will be added to your endowed fund and ensure your impact goes on forever. We have several types of funds to consider.
Honoring Our Legacy Society
With your estate gift commitment to the Community Foundation, you join our “Legacy Society.” It’s one of the ways we say “thank you” today to philanthropists who shape a brighter tomorrow by committing to estate gifts that will one day launch charitable funds at the Community Foundation that help transform lives and uplift our community.
As a Legacy Society Member:
- We keep you in the loop with our e-newsletters and other updates about the Foundation’s work and the impact of local philanthropy.
- You are invited to special Community Foundation events and convenings where you can meet other philanthropists and learn more about pressing community issues.
- You are honored at our annual Legacy Society Luncheon, which celebrates the nearly 200 Legacy Society members who have pledged more than $460 million in future gifts.
Legacy Society Members
Thank you for trusting the Community Foundation to be your philanthropy partner!
Jonathan and Adrelia Allen
Tim Allen and Jonathan Allen
Suzanne Y. and Edward R. Allen
Jennifer O'Flannery Anderson and Peter Anderson
Jeannette Archer-Simons and Robert E. Simons
Carla and Giorgio Arra
William W. E. Ash III
Mimi Bauer
Ann M. Bederman
David Behr
Annette H. Beshar
David C. Bland
Lisa A. Bonk
Joy and Kyle Branyon
Richard A. Bray
Rod Breene
Nancy Lynn Brown
Anita and Ralph M. Byer
Cindy Caird
Melanie M. Camp
Linda B. and R. Michael Carter
Rita Case
Barbara R. Castell
Keith and Dot Cobb
David Cohen
Carol Cooper
Ursula Suzanne Cott
Frank Crawford
Jan C. Crocker
Jan R. and James A. Cummings
Diane and John Dalsimer
Carolyn Davis and Ned Black
Cathy and James Donnelly
Maggie and Jim Dunn
Susanne and Marty Ellman
Doris D. Emmett
Lorraine and Gerry Farmer
Lawrence “Larry” S. Feuer
Donna Fisher-Williams
Louis and Janine Flematti
Ramona and James Fowler
Diane and Angelo Gencarelli
Jean and Tom Giordano
Elisa R. and Barry H. Goldman
Mitchell E. Grant
Barbara T. Gray
Wilson B. and Susan Greaton
Barbara Grevior
Richard Grillo
Madelaine and Steven J. Halmos
Ed Hashek and John Jors
Frank and Roberta Helsom
Ronald Herron
William Victor Higdon
Jane N. Huston
Paige and Steve Hyatt
Gregory James Izak and Thomas William Meyer Jr.
Lesley Mitchell Jones
Emerson W. Kanode
Cindy and Laurence M. Kashdin
Brigitte Kimmich
Tundra M. King
Victoria C. Kirby
Donald G. and Joan F. Kohl
Walter W. Krueger
David B. Kyner
Lynn and James B. LaBate
Marcy Lambert
Christine L. and Arthur W. Lambertus
Gerald L. Laskey
Ida and Raymond H. Leightman
Robert Lichtenstein
Beth E. Linzner
Gabriele E. Magdanz
MP and James Malone
Patricia Martinez
Virginia M. McCormick
Alex McCroson and Shawn Powell
James D. McKenzie
Jo Ann K. and Donald B. Medalie
Greg Medalie
Daryl G. Miller
Virginia I. and Thomas J. Miller
Jan Moran
Carolyn Morgan
Sandra Muvdi
Jacqueline Niehaus
Nanette and Mark Olson
Susan Nolan Palmer
Sarah and Scott Parker
Mona Pittenger
Ingrid and Brian Poulin
Leo Ramos and Dave Fletcher
David E. Ratcliffe
Nancy and Dave Reierson
Sally J. Robbins
Hugh E. Root
Amanda and Noah Rosenfarb
Charles L. Ross
John D. Ryan
Heidi Schaeffer
Franklin R. Schmidt
Steve and Carole Scott
Grace Dudleck Shepherd
Randolph J. Shine
Patricia A. Shub
Andrew and Lynn Siebert
Leslie Siegel
Eugene C. Smith and David A. Moon
Fred G. Smith
Hilda Sokolowski
William C. Spencer
J.R. Steele
Patricia A. Stover
Sandy and J. Kenneth Tate
Nancy and Bill Thies
Steven Jay Thor
Barbara Tobias
Gregory D. Unwin Moore
Melba Urbanek
Paula Valentine
Elaine Vasquez
Charles L. Verner
Dr. Johannes Vieweg and LaDonna Calton Vieweg
David Lee Webb
Janice Weintraub and Irwin Weideger
Dixie E. Wheeler
June Wise
Kurt Zimmerman
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How 'The Great Transfer of Wealth' Can Transform Broward
Our community, like many across the nation, is in the midst of a historic transfer of wealth. In Broward alone, a staggering $55 billion is projected to change hands over the next decade as baby boomers pass their wealth to loved ones.
This life-changing economic phenomenon is also an opportunity to transform our community with increased local philanthropy.
Dedicating just 5 percent of this wealth transfer to new endowments could create sustainable, permanent support to tackle today’s big challenges and shape a brighter future.
Can transform Broward
Community Foundation events
We invite our philanthropy partners to fun opportunities to connect, learn and engage with the community we all love. Our events celebrate philanthropists, showcase what Broward has to offer and shine a light on opportunities to shape a brighter future.
IMPACT IN ACTION
See examples of how the Community Foundation partners with philanthropists to invest in innovation, transform lives and shape a brighter future for the community we love.
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Let’s get started!
Please contact Kelly Marmol, Vice President of Philanthropic Services, to talk about how you can partner with the Community Foundation to create a charitable fund that shapes a brighter future for Broward.
