A legacy gift is a charitable vision that serves as a permanent source of financial sustainability for generations to come.

Leaving a legacy can include bequests, retirement assets, charitable gift annuities, charitable remainder trust, gifts of life insurance, or any other type of charitable planned gift.

You can establish a Designated Fund that benefits a specific nonprofit or a Field of Interest Fund that supports an area of interest or a Legacy Fund that documents how your assets should be distributed in perpetuity after your lifetime.

Planned Giving

Make a lasting investment in our future. We offer many types of planned giving options and are ready to discuss which is right for you.

Dig deeper into Planned Giving options here.

If you would like to learn more or join the Legacy Society, please call Lisa Loomis, Senior Donor Relations Officer at 561-340-4518 or email her at lloomis@cfpbmc.org.

Legacy Stories

Many of our donors turned their passion into legacies through The Community Foundation. Read about them here.

Legacy Society

Being a member of the Legacy Society gives you the opportunity to belong to a select group of forward-thinking donors who share a desire to leave a meaningful legacy and improve life in Palm Beach and Martin Counties.

We also recognize those who at their passing leave their fund balance to the Community Foundation for our community based grantmaking.