PLANNED GIVING
Plan Now. Give Later.
Legacy giving is a lasting testament to the causes that you care about. Many individuals and couples leave a portion of their estate to charitable causes, while others leverage other impactful deferred giving techniques. By working with The Columbus Foundation to outline a personalized plan for a future charitable fund, you can continue to support the organizations and causes that are close to your heart for years after you’re gone—and even in perpetuity.
"The Columbus Foundation has been hugely helpful to us. Knowing that there were options and different ways that we could continue to make an impact after we’re both gone was reassuring. It gave us peace of mind that the things that are important to us will still be supported."
— Giancarlo Miranda, Donor
With a planned gift to The Columbus Foundation, you can create a future fund that will award grants to the causes you care about. Leaving even a small portion of your estate to charity can have a significant and lasting impact for generations to come.
HOW IT WORKS
Meet with one of our Donor Services advisors to share your charitable goals and outline a plan for your future fund. Your attorney or financial advisor can join the discussion.
List your future fund at The Columbus Foundation as a beneficiary in your will, revocable trust, or beneficiary designation forms. Alternatively, your planned gift could take the form of a life income plan or deferred transfer of another asset. Your professional advisor(s) can help you identify the best asset(s) to donate.
We work with you to document the plan for your future charitable fund in the form of a Gift Intent Memo. This document outlines your specific charitable instructions for assets received through your planned gifts, including the name of the fund; the organization(s), program(s), and/or cause(s) to benefit; and the timeline for that support.
As your charitable interests evolve, you can easily change your instructions to The Columbus Foundation without having to revise your underlying will, trust, and/or beneficiary designation forms. The Columbus Foundation does not charge any fees for documenting or updating planned gifts.
By making plans now to leave a gift to charity through The Columbus Foundation, you become a member of the Legacy Society. We strive to create an experience for our community of donors through events, publications, and personal connections that helps maximize the impact of your charitable investments.
WE'RE HERE TO HELP
Our Donor Services team is experienced, knowledgeable, and focused on the goals of your giving while honoring donor intent. We share a passion to help you make a difference. Because that’s what truly matters.
