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Legacy Society
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Leave Your Legacy

When you make a bequest or other planned gift to the Bay Area Community Foundation, you become a valued member of our Legacy Society. As a Legacy Society member, you are among a visionary group of individuals dedicated to shaping a brighter future for our Bay Area community.

Where to Begin

Becoming a Legacy Society member is a straightforward and impactful process. You can do so by including the Bay Area Community Foundation in your estate plan through your will or trust. Alternatively, you can make a contribution through charitable gift annuities, life insurance, retirement fund assets, or a charitable remainder or lead trust.

Once you’ve made your decision, kindly inform us about your plan so that we can officially welcome you into our Legacy Society. It’s as simple as that.

 

Bay Area Community Foundation Legacy Society

We are appreciative of the following persons who have left a bequest to the Bay Area Community Foundation.

Nathalie Awrey Trust

Garnett and Elmie Compeau

Elizabeth Eddy

Alan Flood

Ralph and Shirley Isackson

Mary Jennings

Robert Sarow

Webster Tally

Debra Todd

Walter and Carol Weinlander

What is a planned gift?

A planned gift allows you to leave a lasting legacy by supporting the causes and organizations you are passionate about, ensuring that your values live on.

Once you’ve made your decision, kindly inform us about your plan so that we can officially welcome you into our Legacy Society. It’s as simple as that.

Sample Language for your Will or Trust

As your advisor and you draft your estate plan or will, please remember the Bay Area Community Foundation – no matter how large or small your bequest. Following are some statements that can be used.

General or Specific Bequest – “I give, devise, and bequeath to the Bay Area Community Foundation the sum of $___ (or ___ %) from my estate.

Remainder of Estate – “After all specified bequests have been made I give, devise, and bequeath to the Bay Area Community Foundation all (or ___ %) of the remainder of my estate.

Contingent Bequest – “I give the residue of my estate to ______ family member.  If that person does not survive me, I give the residue of my estate to the Bay Area Community Foundation.”

As the beneficiary of your deferred gift, the Bay Area Community Foundation holds the solemn responsibility of carrying out your wishes. We are committed to recognizing and addressing the ever-evolving needs of our community and seizing high-impact funding opportunities.

We deeply respect your privacy and will honor your wishes to remain anonymous in your giving. However, we encourage you to consider the inspirational experience of participating in the Legacy Society, as your commitment may motivate others to join this worthy cause.

Need assistance?
We’re here to help.
989.893.4438

Diane Mahoney - President and CEO

I serve alongside the board of directors as a steward of the assets our donors have entrusted to us. I enjoy being able to connect people to the causes they care about most.

Maggie Dwan

Maggie Dwan - Donor Relations and Communications Officer

Taking on the role of donor relations and communications officer allows me to touch on many different levels of the work we do here at BACF.