.png){kind=logo}
Investing in Owen County
LEAVE A LEGACY
A gift for today...and for the future.
Your legacy gift to the Owen County Community Foundation enables you to provide for the next generation and beyond.
​
How can you invest your legacy bequest in the future well-being of our community?
​
-
Support one or more charitable organizations most meaningful to you
-
Direct your gift toward a more general area of interest you are passionate about and allow OCCF to oversee its management
-
Entrust OCCF to direct the bequest to the most pressing needs facing the community in a manner that continues to honor your wishes
Ways of leaving your legacy:
Outright Bequests
A testamentary gift left to Owen County Community Foundation through a will or living trust is a simple and direct way to provide a charitable bequest.
Retirement Plans
Naming the Owen County Community Foundation as a beneficiary of your retirement funds—such as IRA, 401(k) or 403(b)—is a straightforward and effective way to benefit the community. This type of planned giving may reduce significant, often unanticipated, tax payments.
​
Charitable Remainder Trust
A fund of any type may be established at the Owen County Community Foundation via the remainder of a charitable trust. A gift of this nature enables donors to ensure an annual income for themselves or a loved one during their lifetime, with the funds remaining after the end of the trust term directed to the designated charitable purpose.
​
Life Insurance
A life insurance policy can enable donors to expand modest annual contributions into a more substantial legacy. You can assign a new or existing policy to the Owen County Community Foundation, designated as a full or partial beneficiary.
Interested in learning more about leaving a legacy in your will or trust?
