Total Charitable Assets - $387 Million

Total Grants Since Inception

$311 Million

Honoring Your Legacy

Naming the Community Foundation for Southwest Washington in your estate plan places you in good company. You’ll join other visionary individuals who care to have a lasting impact on our community. Members of the Heritage Society are aptly recognized for their generosity and have more opportunity to ensure that their legacy rings true to its intent. As a member, you may also choose to remain anonymous. However, participation in the Heritage Society can be an inspirational experience, and it may encourage others to follow your example of community stewardship. If you have already included the Community Foundation for Southwest Washington in your planned gift, we encourage you to let us know so that we can thank you personally and better understand your intent.

Benefits of Membership

  • The ability to determine how your legacy gift will be used
  • Special recognition online and in annual reports, unless anonymity is desired
  • Relationships with the Foundation and other Heritage Society members
  • Invitation to an annual event of Heritage Society donors
  • Invitations to other Community Foundation events throughout the year
  • Subscription to Community Foundation newsletters

Fast Facts : The Heritage Society

Why should I inform the Community Foundation of my planned gift?
We are often unaware of a donor’s charitable plans until after he or she has passed away. In such cases, we are unable to express our appreciation or address questions regarding the donor's intentions.
How can I include the Community Foundation in my will or living trust?
The most common way is via a charitable bequest. This gift supports the Foundation in the future and still allows you to use your assets during your lifetime. Our Sample Bequest Language can get you started here.
How do I make a bequest? Is it revocable?
You do not need to rewrite your will or other documents to make a bequest. You merely add a codicil, or amendment. Bequests are flexible and revocable, allowing you to adjust the terms during your lifetime.
Are there financial benefits to consider when making a bequest?
Yes. The full amount of your gift is deductible from your taxable estate. There are many options related to structuring your gift to the Foundation, so we often recommend involving a professional advisor.
How can I become a member of the Heritage Society?
You can start by contacting the Community Foundation above. From there, a member of our staff will contact you to complete a Statement of Intent that clarifies your commitment and communicates your wishes.
What assets can I give to the Community Foundation through my estate?
You can leave any number of charitable gifts through your estate, including retirement plans, life insurance policies, securities, real estate, tangible personal property, deferred gifts, life income plans and even private foundations.