LEGACY PLANNING
Support For Generations to Come
The greatest gift you can leave Erie is a permanent legacy. At The Erie Community Foundation, we’re here to help you plan the impact you want to make. We’ll guide you every step of the way, ensuring your passion continues to uplift our community for generations.
Partner with us to create enduring support for the causes you care about most, right here in Erie. Planned gifts can even provide lifelong income and security for you and your family, while enriching the future of our community.
Simple Ways to Give Through Your Will
CHOOSE WHAT, WHEN,
AND HOW MUCH YOU WANT TO GIVE.
1
A SPECIFIC DOLLAR AMOUNT
There’s no minimum donation to make an impact.
Example: I give and bequeath $100,000 to The Erie Community Foundation.
PROPERTY
You can leave almost any type of valuable asset.
Example: I give and bequeath our primary residence in Erie, PA, and the art collection within the primary residence to The Erie Community Foundation.
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2
PROPERTY
You can leave almost any type of valuable asset.
Example: I give and bequeath our primary residence in Erie, PA, and the art collection within the primary residence to The Erie Community Foundation.
3
RESIDUARY GIFT
You may give the remainder of their estate in whole or in part.
Example: I give and bequeath 50% of the residual of my estate to The Erie Community Foundation.
CONTINGENT GIFT
You may want to give a gift only if certain conditions are met.
Example: I give and bequeath my lake-front property to my spouse, if they survive me. If my spouse does not survive me, I give and bequeath my ranch property to The Erie Community Foundation.
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CONTINGENT GIFT
You may want to give a gift only if certain conditions are met.
Example: I give and bequeath my lake-front property to my spouse, if they survive me. If my spouse does not survive me, I give and bequeath my ranch property to The Erie Community Foundation.
CHOOSE HOW YOU WANT
THOSE FUNDS TO BE USED.
1
UNRESTRICTED GIFT
The gift is made to The Erie Community Foundation’s Community Impact Fund. This fund supports the Foundation’s Community Impact Grant Programs, and are designed to offer support to programs, projects and initiatives within our region that address community-identified needs as well as the Foundation’s strategic goals and align with the Foundation’s vision of a united, vibrant and thriving region for all.
GIFT TO AN EXISTING FUND
Donors may leave gifts to funds that they established before their deaths.
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GIFT TO AN EXISTING FUND
Donors may leave gifts to funds that they established before their deaths.
3
CREATE A FUND
You may give through your will to create a new fund administered by The Erie Community Foundation to support either specific nonprofits or causes that are meaningful to you. You can also establish a Donor Advised Fund to be utilized by your children.
ELISHA H. MACK BEQUEST SOCIETY
In 1935, Boston Store founder, Elisha H. Mack, established a community fund that eventually became The Erie Community Foundation. In honor of his generosity and his impact on our community, we created The Elisha H. Mack Community Bequest Society to recognize donors who include The Erie Community Foundation or any of our Agency Endowment Funds in their estate-planning.
As a member of the Elisha H. Mack Community Bequest Society, you can choose to have your name(s) published in our annual report and other publications, or to be listed as “Anonymous.”
Ready to make your impact? Contact Steve Weiser, vice president of philanthropic services at SWeiser@ErieCommunityFoundation.org or 814.413.7345