Sample Bequest Language– Leaving a bequest (property given by will) is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends, or the Community Foundation as part of your estate plan.
Donating Stock–Donating stock is almost as simple as calling your financial advisor! This is especially important if you have a Required Minimum Distribution (RMD) that you’d like to donate directly to charity. Use this stock transfer form, or contact us for instructions about how to move the stock. It’s one of the easiest ways to give!
Donor’s Bill of Rights– Philanthropy is based on voluntary action for the common good. It is a tradition of giving and sharing that is primary to the quality of life. To assure that philanthropy merits the respect and trust of the general public, and that donors and prospective donors can have full confidence in the not-for-profit organizations and causes they are asked to support, we declare that all donors have these rights.
The Community Foundation’s most recent 990 and audited financials are available online at GuideStar.com, at the Community Foundation office (505 West Third Street, Marion, IN 46952), or by contacting our CFO, Sherri Rush at Sherri@GiveToGrant.org.
If you would like to know more about our gift and fund acceptance policies, please contact our office directly: 765-662-0065