Home » Donors & Advisors » Planned Giving

Planned Giving

Legacy Society

It isn’t just what you leave, it’s what you create.

The Community Foundation of Abilene is built on the visions and dreams of the people in the Abilene area. The Foundation’s Legacy Society recognizes people who are making gifts today that will provide significant benefits to our community in the future. A gift can be as simple as including a bequest to the Community Foundation in your will. You may leave a percentage of your estate, specify the dollar amount, or designate the Community Foundation as a contingent beneficiary.

However, planned giving encompasses much more than a simple bequest. With the goals of providing for your loved ones, reducing taxes, and remembering worthy causes, there are a variety of techniques available—with mutual benefit to you and your favorite charitable organizations now and in the future.

When you include the Foundation in your estate plans or create a life income gift, you qualify to become a member of the Legacy Society and will be included in all Foundation activities. You may choose to have your name listed in our annual report as a Legacy Society member or remain anonymous.

If you’ve already named the Foundation as a beneficiary in your will, qualified retirement plan, life insurance policy, trusts or pooled life income funds, please contact the Foundation so we can appropriately recognize you and ensure that your wishes are met.

Ready to start planning your legacy? Contact Katie Alford, President/CEO, at 325-676-3883 or cfa@cfabilene.org.

Are you a Professional Advisor?

Estate Planning Teleconference Series for Professional Advisors

Are you a professional advisor that wants to help your clients with planned giving? The Community Foundation of Abilene invites professional advisors to an Estate Planning Teleconference Series presented by Cannon Financial Institute. Cannon will broadcast a live monthly discussion by leading authorities in Wealth Management and Estate Planning topics. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations, all the while earning Continuing Education and Learning credits to preserve your valuable business credentials.

Each call is held monthly on a Tuesday from 12-1:30 PM at the Community Foundation of Abilene, 850 N. 1st Street.

Learn more about the dates and topics by clicking the button below.

RSVP to Stephanie DeLaGarza at sdelagarza@cfabilene.org or 325-676-3883.