Planned Giving

Build a Lasting Legacy in the Keweenaw

Planned giving is a meaningful way to support the people and places you care about—now and for generations to come. By including the Keweenaw Community Foundation in your long-term plans, you are helping ensure a strong, vibrant, and resilient community well into the future.

A planned gift is a commitment you make today that will benefit the community later, often as part of your estate. Some options can also provide financial benefits to you or your loved ones during your lifetime.

Why Consider Planned Giving?

Flexibility That Fits Your Life

Planned gifts can be tailored to align with your personal, financial, and family goals. Whether you want to provide income for yourself or leave a legacy for your community, there are options to meet your needs.

Continue Using Your Assets

Many planned gifts, such as bequests or beneficiary designations, allow you to retain full use of your assets during your lifetime while ensuring future support for the causes you care about.

Potential Financial Benefits

Depending on the type of gift, you or your heirs may receive tax advantages. For example, gifts of appreciated assets or certain trust arrangements may help reduce capital gains or estate taxes.

Creating a Lasting Impact

Celebrate What Matters to You

Create a lasting tribute that reflects your values and the people or causes that have shaped your life.

Make it a Family Legacy

Planned giving is a way to share what matters most with your family and future generations.

Stay Connected to the Keweenaw

Your gift ensures that the community you care about continues to grow, adapt, and thrive for generations.

Shape What Comes Next

Your generosity helps build a stronger, more resilient Keweenaw for those who call it home, now and in the future.

Ways to Give

Common Planned Giving Options

  • Bequests (Wills and Trusts)

  • Retirement Account Beneficiary Designations

  • Life Insurance Gifts

  • Charitable Remainder Trusts (CRT)

  • Charitable Lead Trusts (CLT)

  • IRA Qualified Charitable Distributions (QCD)

  • Retained Life Estate (RLE)

Non-Cash Gifts

Planned giving can also include non-cash assets such as real estate, appreciated securities, or other property. These gifts can often provide additional financial benefits while making a meaningful impact.

Consult Your Professional Advisor

We encourage you to consult with your attorney, accountant, or financial advisor when considering a planned gift. They can help ensure your giving strategy aligns with your financial goals and estate plans.

Our team is here to support the conversation and provide guidance on how your gift can make a meaningful impact in the Keweenaw.

Have Questions?

For more information or questions about your planned giving options, contact Vienna Leonarduzzi, Director of Development and Communications.