Make a Bequest

A Traditional Form of Giving

The most traditional form of a deferred gift is a bequest included in a person’s will or revocable (living) trust. Allow us to assist you and your legal and financial advisors as you tailor your bequest to fulfill your specific wishes. And, if you intend to include the Community Foundation in your estate plans or have already done so, please let us know; documentation and discussion will help us ensure that your wishes become a reality.

What, when and how much do you want to give?

  • A specific dollar amount – Example: I give and bequeath $100,000 to the Community Foundation of Collier County.
  • Specific personal or real property – Example: I give and bequeath our primary residence and the art collection within the primary residence to the Community Foundation of Collier County.
  • Residuary gift – You may give the remainder of your estate in whole or in part. Example: I give and bequeath 50 percent of the residual of my estate to the Community Foundation of Collier.
  • Contingent gift – You may want to give a gift only if certain conditions are met. Example: I give and bequeath {my farm property} to my spouse, if he or she survives me. If my spouse does not survive me, I give and bequeath {my farm property} to the Community Foundation of Collier.

How do you want your bequest to be used?

  • Unrestricted gift: The gifts is made to the Community Foundation of general purposes.
  • Field-of-Interest gift: Choose a philanthropic area that you are passionate about.
  • Gift to an existing fund: You may leave bequests to funds that you established before your death; these may be donor-advised, scholarship or designated funds.
  • Use gift to create a fund: You may use a bequest to create a new fund to be administered by the Community Foundation. The new fund may be a donor-advised, scholarship or designated fund, and may be endowed or unendowed. The fund may be established while you are living and be named in your will or trust. The fund may also honor someone or serve as a memorial tribute.

The Legacy Society

The Legacy Society is comprised of members who have included the Community Foundation of Collier County in their estate plan. The Legacy Society provides awareness to the general public about philanthropic opportunities that exist to sustain the future of our community while creating a family legacy.

Including the Community Foundation in your estate plan is easy. You can simply include a few lines about the percentage of your estate or trust, sum of money or property you would like to donate. You can also name additional beneficiaries. Contact our expert staff at the Community Foundation to start the conversation.

 Members of the Legacy Society

Mr. Dietrich E. Zimmerman

Ms. Patricia Aiken-O’Neill Mrs. Elizabeth S. Hall  Mrs. Nancy V. Potter
Betty & Marcelo Alvarez Mr. Julian R. Hanley Mr. & Mrs. James D. Proud
Mr. Francis A. Baker Dr. Mana P. Holtz Mr. & Mrs. Robert F. Reckman
Ms. Bridget Bannon Mr. and Mrs. Alan M. Horton Mr. David S. Reynolds
Mr. Garry N. Bean Mrs. Robert Hurd Mrs. Susan A. Ritter
Mrs. Jane Billings Ms. Nancy Reed Ickes Mr. & Mrs. Lyle Rosenzweig
Ms. Huguette L. Castaneda Mr. & Mrs. Michael R. Isermann Mr. and Mrs. Gary W. Schmelz
Mr. Ansel M. Chandler Mr. & Mrs. David M. Jones Mr. & Mrs. Charles W. Schueddig
Mrs. Patricia A. Daniel Mr. & Mrs. Edward J. Kant Mrs. Jane Shaeffer
Mr. & Mrs. James F. Derham  Dr. & Mrs. Charles M. Karpas Ms. Marilyn Shields
Mr. & Mrs. Louis H. Dingerdissen Mr. Patrick Keesler &                  Ms. Eileen Connolly-Keesler Mrs. Joan C. Shipman
Ms. Susan Earl Mr. & Mrs. George R. Kempton Mr. & Mrs. Jefferson A. Simpson
Mr. & Mrs. Samuel L. Finkelstein Mr. Dennis Kilcoyne Mrs. Nancy Sineni
Mr. Richard G. Ford Rev. Kathleen L. Kircher Mr. and Mrs. Erland Stevens
Mrs. Patricia A. Forkan Mrs. G. Edna Krentz Mrs. Helen Strong
Dr. Howard L. Freedman Mr. William Laimbeer, Sr. Mr. Thomas A. Sully
Mrs. Diane R. Garesche  Mr. & Mrs. Ben J. Lancashire Mr. William F. Tallmadge
 Mrs. Betty Lee Gates Mr. William R. Lindsay Dr. and Mrs. Donald Ullrich
 Mr. & Mrs. James R. Gibson, Jr. Mrs. Alice Ross T. Martell Mrs. Miriam Wolfson
Mrs. Christine Ginos Dr. Mary McLearn Mr. Bob Young
Ms. Nina A. Gray Dr. & Mrs. Charles J. Montgomery  Mr. Dietrich E. Zimmerman
Mrs. Jean N. Grunow Mr. & Mrs. Noel Osborne