What is a Planned Gift?
A planned gift is a charitable donation arranged during a donor's lifetime but not made available to the charity until a later date, often after the donor's passing. These gifts are crucial for securing the future of our foundation, allowing us to continue our vital work for years to come.
Benefits of Joining the Legacy Society
Beyond the profound impact your gift will have, members of our Legacy Society receive:
- Recognition: We are honored to acknowledge your commitment (with your permission) in our annual reports, on our website, and at special events.
- Lasting Impact: The satisfaction of knowing your legacy will continue to support our mission for years to come.
- Financial and Estate Planning Benefits: Planned gifts can offer significant tax advantages and help you achieve your financial and philanthropic goals. Please consult with your financial advisor or estate planner for personalized advice.
How to Join
Joining the Legacy Society is simple:
- Inform Us of Your Gift: If you have already included MCCF in your estate plans, please let us know!
- Consider a Future Gift: If you are considering a planned gift, we would be delighted to discuss the various options with you and your advisors. We can help you find a giving method that aligns with your financial goals and philanthropic vision.
There is no minimum gift amount required to become a member of the Legacy Society. We believe that every planned gift, regardless of size, contributes significantly to our future.
How to Create a Planned Gift
One of the easiest ways to arrange a planned gift is to designate The Muskingum County Community Foundation as a recipient of your retirement assets or life insurance policy. This can be facilitated by your financial advisor or account manager to modify the beneficiary details.
You can also leave a planned gift through your will or trust. We can provide sample language to use for IRA or insurance beneficiary designations or bequests. Our tax ID is #31-1147022.
Letting us know your intent to leave a gift to MCCF through a is all it takes to join our Legacy Society.
Legacy Society Members
The MCCF Legacy Society thanks and recognizes those individuals who have entrusted The Muskingum County Community Foundation with their plan to leave a gift to the community through a bequest, trust, life insurance policy, retirement fund, or other vehicle. There are many ways to join, and your contributions ensure that your commitment to the community are honored and sustained forever.
- Lester & Grace Baughman
- Carol Campbell
- Charles & Phyllis Cerney
- Dean & Donna Cole
- Frank & Amy Dosch
- Jared & Sarah Dosch
- Jack Downing
- Emmett J. France
- Mary Vashti Funk
- Jane Linn Gale
- Stella Fontella Imlay
- Howard and Norma Lavy
- Aileen Leasure
- Tim & Debbie McLain
- Marilyn Murphree
- John R. & Evelyn M. Rehl
- Josephine Sebach
- Sarah E. Slack
- Donna & David Taylor
- William R. & Dora L. Upton
- Rob Moehrman
- Geraldine Zylinksy
- Thom Black
- Kerry Green
- Ruth Sebaugh Brown & Wayne L. Brown
- Kurt A. Anderson
- W. Clare and Lucille Barnett
- Randy Coconis
- Robert & Leona Fellers
- Bart and Kate Hagemeyer
- The David and Katherine Mitzel Family
- Ms. Mary Jean Orr
- Lawrence D. and Ann Rowe
- Ray and Eva Thomas
“Deceased”