Planning for a better future together

Ambitious goals require ambitious plans. What's your moonshot?

Planning for a better future together

Moonshot: An extremely ambitious project or mission undertaken to achieve a monumental goal.

Most people know the famous quote from Neil Armstrong when he landed on the moon, “That’s one small step for man, one giant leap for mankind.” It is noteworthy! But, there were many words spoken and actions taken to get him to that small step and that giant leap. Plans were made!

In 1961, President John F. Kennedy said, “I believe this nation should commit itself to achieving the goal, before this decade is out, of landing a man on the Moon and returning him safely to Earth.”  Without his vision for a better tomorrow, resources wouldn’t have been dedicated to creating the bright future we’re enjoying today. We went from a black and white past to a future filled with vibrant colors and endless possibilities.

Then, in 1962, he said, “We choose to go to the Moon in this decade and do the other things, not because they are easy but because they are hard.” Those words are just as true today as they ever were.

Kennedy knew how to plan the work and work the plan. The future you want for the next generation doesn’t just happen, you have to prepare for it.

We do that at the Community Foundation through Planned Giving.

Planned Giving should be on your radar because solving local challenges alone isn’t easy, it’s hard. But if we all pitch in and work collectively through our charitable giving, your moonshot is possible.

As a local philanthropist, you know that Planned Giving is important because ultimately, we share the sun, we share the moon, we share the problems, and we share the solutions. So, just like landing on the moon, a thriving Grant County isn’t possible unless you plan for it. What’s your Grant County moonshot? By establishing a planned gift to benefit the cause you love and by working with the Community Foundation to hold that gift in an endowment, grantmaking to address your moonshot can last forever.

Did you know that 70% of Americans don’t have a will or estate plan? That means that a court could be the one deciding what happens to your money, your belongings, and your legacy. We know you don’t want that. It would put undue stress and heartache on your family while they are still grieving your loss. Planning ahead is the solution to this problem. Making a plan is easy to do!

By contacting your professional advisor, you can rest easy knowing that you’ve dedicated resources to your moonshot. This is about your legacy and the hopeful future you want for Grant County. Hundreds of Grant County philanthropists have established endowed funds that they contribute to currently and that they’ve placed in their will or estate for a planned gift when they pass. Won’t you consider doing the same?

All you need to do is (1) contact your professional advisor, (2) decide what moonshot you’d like to support, and (3) determine if you want to make a gift now, later, or both. They can take care of the rest! You generously support the health and well-being of our community today, so a planned gift can help you leave a legacy that lasts forever.

Of course, we’re happy to help you start a named charitable endowment fund to support your Grant County moonshot, if you haven’t already. And if you already have a favorite endowment and you’ve planned a future gift, please contact us and let us know. We’re only a phone call away!

 


 

Many of our donors choose to leave gifts to charity in their will. Are there any causes you are passionate about in our community? Provide this sample gift bequest language below to your attorney or professional advisor when planning to include a gift in your will or estate plans for The Community Foundation of Grant County. And then notify us so that we can ensure your gift will benefit the causes you care about most and in the way you intend.

Property given by will, also known as a bequest, can significantly reduce the taxes otherwise payable by your estate (cash, securities, or real estate). The value of the bequest will not be subject to estate taxes. Your heirs’ benefit and if an Endowment Fund is established, your good work in the community will continue permanently in your name, a living symbol of your charitable intentions.

Leaving a bequest is one of the easiest ways to give. 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. This type of giving can benefit any fund held at the Foundation or use this time to establish your own family-named fund. Call us at 765-662-0065 with any question on how to leave a lasting impact in Grant County.

If you’ve already created your will, add an appendix or codicil, naming the Community Foundation as a beneficiary along with the details of your charitable intentions. Use our sample bequest language below:

Sample Planned Giving Bequest Language:
I give and bequeath and devise to The Community Foundation of Grant County, Indiana, Inc., a 501c(3) non-profit corporation organized under the laws of the State of Indiana and located in Marion, Indiana, _________ percent (_____%) of my estate OR the sum of $_________________ OR all my right, title, and interest in the following described property: _____________________________ OR all rest, residue, and remainder of my estate to be used for the following purposes: _____________________________________________________________________________________________.

Other Important Details:
· Legal name: The Community Foundation of Grant County, Indiana, Inc.
· Tax identification number: 31-1117791
· The Community Foundation of Grant County, Indiana, Inc. is an IRS nonprofit corporation under the laws of the State of Indiana.

 

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