Investing in Owen County

LEAVE A LEGACY
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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?

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Janet Rummel
President & CEO

ceo@owencountycf.org

(812) 829-1725

(765) 481-8798

Contact us by calling (812) 829-1725 or email ceo@owencountycf.org