1. It’s easy to include the Charlevoix County Community Foundation in your will or as a beneficiary of your retirement plan. We recommend a gift directed to the Community Foundation without restrictions.
2. Meet with Community Foundation staff so we may learn about what issues are important to you and how you hope to make a difference with your future gift.
3. Complete a simple form that outlines how your gift will be applied to meet your charitable goals. These instructions can be revised, if desired, without the need for updating your will.
4. Consider whether you would like to be listed in the Legacy Society, which recognizes and thanks individuals and couples who have named the Community Foundation as a recipient of a future gift.
