• Impact our future
    through gift planning

    • Provide Vital Community Support
    • Enjoy Tax Benefits
    • Contribute to a Bright Future

Planned Giving

IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

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Charitable Remainder
Unitrust

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. A charitable remainder unitrust might offer the solutions you need!

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Legacy Society

The Legacy Society celebrates those who have made a lasting commitment to the Greater Huntsville area through their estate plan. Your planned gift, multiplied with the gifts of other generous individuals and families, will make our great community even better for generations to come.

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Legacy Society

In addition to helping donors manage their lifetime giving, the Community Foundation also stands poised to help donors manage their legacy giving through their estate plans. By making plans now, you can be intentional about creating a timeless legacy. Let the Community Foundation guide you to support the organizations and causes you care about . . . forever. You don't have to be wealthy to make a legacy gift. Even a modest amount, given through your estate plan, can make a big impact over time.

Membership

The Legacy Society is a way for the Community Foundation of Greater Huntsville to honor those who have made a lasting commitment to the Greater Huntsville area with a gift through a will, trust, fund agreement, or other planned gift designated for the Community Foundation or for an endowment fund managed by the Community Foundation in perpetuity. Membership is voluntary and free. As a Legacy Society member, you have the option to remain anonymous or to be recognized for your generosity. You may also receive invitations to designated Legacy Society events.

Legacy Society members inspire others to leave an enduring impact on the causes that matter to them.

Why have a Legacy Society?

The Legacy Society celebrates those who have made a lasting commitment to the Greater Huntsville area with a legacy gift.

How do I become a member?

Contact your professional advisor to discuss how you can make a gift to establish a permanent legacy with the Community Foundation:

  • Bequests through your will or trust
  • Beneficiary designation (retirement plans, life insurance, or bank accounts)
  • Remainder beneficiary of your donor advised fund
  • Gifts of life insurance
  • Charitable remainder trusts
  • Charitable lead trusts

To browse local advisors with experience incorporating generosity into their client's plans, view our Philanthropic Advisors Network (PAN) page.

Sample Bequest Language

If you have already made a gift or have included the Community Foundation in your estate plan, please contact us to let us know. We would be honored to include you in our Legacy Society.

If you are interested in learning more about how to include the Community Foundation as part of your legacy planning, please contact giving@communityfoundationhsv.org for more information. Because of your legacy gifts, the Community Foundation can continue to mobilize generosity to improve the quality of life in our community, and you can be intentional about creating the legacy you wish to leave for this community you love.

What should I expect as a member?

As a way to honor those who choose to do their legacy giving to or through the Community Foundation, we have a number of ways to recognize members of our Legacy Society, with their permission:

  • All Legacy Society members will be recognized on our website.
  • All Legacy Society members will be recognized on the Legacy Wall in our office.
  • In addition, Legacy Society members who make legacy gifts of $250,000 or more to or through the Community Foundation will be recognized on the donor wall in Community Foundation Park. For more information about the exciting new Community Foundation Park project, please visit www.CommunityFoundationHsv.org/CFPark.

Legacy Society Members

  • Joe and Pam Alexander
  • Paula Potter Cushman
  • Jay and Hilde Dryden
  • Mike and Theresa Durboraw
  • Jency Eldridge Family Trust
  • Inspiration Foundation Fund
  • John and Patti Gipson
  • Chuck and Melea Horton
  • Charlie and Merrill Hudnall
  • Dave and Diana King
  • Brandon and Amanda Kruse
  • Thomas and Betty Lee Family Trust, Betty G. (Jean) Lee, Trustee
  • Mike and Patty Lowe
  • Jim and Holly McCarty
  • John L. and Kathryn J. Regner
  • Chris Russell and Sharon Doviet
  • Ruth and Lyle Taylor
  • The Tenth Leper Fund
  • Triple E Fund
  • Jack and Irma Tuder
  • Joe and Lynne Berry Vallely
  • Roland and Peggy Walker
  • Pamela Barratt White
  • The James Gordon Williams Legacy Fund

We make legacy giving easy. It only takes a plan.

Your planned gift, multiplied with the gifts of other generous individuals and families, will make our great community even better for generations to come.

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Resources for Professional Advisors

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.