Standing Legacy Society
Standing Legacy Society: Honoring Your Lasting Impact
The Standing Legacy Society celebrates individuals who have made a profound commitment to supporting the communities of Marinette and Menominee Counties through a gift from their estate. These meaningful contributions often go unrecognized, as they are realized at the end of a donor’s life. Our Standing Legacy Society is our way of acknowledging and honoring your dedication to the future – today.
By making a legacy gift, you demonstrate an unwavering commitment to the places we call home and the causes you hold dear. Your gift enables you to act on your convictions, creating a lasting impact that will benefit future generations. This thoughtful planning ensures that your generosity continues to make a difference for many years to come.
Joining the Standing Legacy Society is a powerful way to leave a legacy of positive change. We invite you to become a part of this distinguished group and help shape the future of our community. Your commitment today will provide lasting support for the programs and initiatives that strengthen our region.
To learn more about how you can include MMACF in your estate plans and become a member of the Standing Legacy Society, please contact us. Together, we can ensure that the values and causes you cherish will continue to thrive, making our community a better place for all.
“Jan and I got involved with the Foundation because we believe in its commitment to be a vehicle for helping people do good work. We want to be a part of a better future long after we are gone. The Standing Legacy Society provides an opportunity for us to make a lasting impact through support of the Foundation in our estate plan.”
Dr. North and Jan Shetter – Standing Legacy Society Members
How to Join the Standing Legacy Society
- Include a charitable bequest designating MMACF as a beneficiary in your estate plan. Such bequests are generally accomplished by including the Foundation as a beneficiary of:
- A will or trust
- An IRA or 401K retirement plan
- A life insurance policy
- A charitable gift annuity, charitable remainder trust or other planned gif
- Inform the M&M Area Community Foundation that you have made the necessary arrangements by completing the membership form below.
Standing Legacy Society Members
Karen and Philip Zwergel
Kenn and Beth Zelten
Robert W.E. Beyersdorf
Kim and Janice Herrild
Bart and Laurie Stupak
Dr. North and Janet Shetter
Grace and Morris Mundt
Stan and Paula Gruszynski
Anonymous
Anonymous
Anonymous
Frequently Asked Questions:
Why give to charity through an estate plan?
Planning an estate gift allows you to strategically accomplish both financial and charitable objectives. For many people, these include preserving the family name, honoring loved ones, providing for heirs, minimizing tax burdens, and supporting the community they call home. Bequests to the Community Foundation are exempt from estate taxes.
Who can make a legacy gift?
Anyone with a desire to give back can make a legacy gift. Many people give assets including IRAs, securities, real estate, insurance benefits, and cash. People are pleased to learn how easy it is to create a lasting legacy.
What good work can I do with my legacy gift?
Tell us what is important to you. You can enrich education, protect the environment, provide food, clothing, and shelter to those in need, safeguard health, and more.
Where can I do the most good?
That depends on what you want to accomplish. We are knowledgeable regarding local needs, critical programs, and projects. We can help you craft a plan to support the causes you care about most in Marinette and Menominee Counties.
When should I include the gift in my estate plan?
Any time you are drafting or changing your will or estate plan, you may want to consider charitable legacy gifts. Your financial or legal advisor can provide professional guidance related to your specific estate, beneficiaries, income goals, taxes, and other considerations. When you notify us of the gift, you are automatically eligible to become a member of our Standing Legacy Society.
How do I plan an estate gift?
Call your estate advisor, talk to us or consult with both. We provide confidential philanthropic services to prospective donors and their professional advisors, without pressure or obligation. Giving a legacy gift is simple:
- You include a bequest or planned gift to the Community Foundation in your estate plan and notify us.
- Upon your death, we establish a fund in the name you’ve chosen or your bequest contributes to an existing fund.