Our Charitable Estate Management services allow you to create a highly customized plan for the charitable portion of your estate — making things simple for your estate financial representative and ensuring your wishes are met beyond your lifetime.
How does it work?
- Choose your favorite 501(c)(3) nonprofits (local or national), how much you want each organization to receive (dollar amounts or percentages) and over what period of time you would like the dollars granted (lump sums, annual distributions or endowment). CFHZ takes care of distributing the gifts.
- If an organization you chose to support ceases to exist beyond your lifetime, CFHZ can follow your predetermined directions to apply your gift elsewhere.
- During your lifetime you can change your plan at any time.
- You may choose to leave charitable dollars for your family to advise on.
- You may also choose to give anonymously.
You may choose to join the hundreds of others who have given a forever gift to the Holland/Zeeland area by including the Community’s Endowment in part of your charitable estate plan. Our Community’s Endowment is comprised of Unrestricted Funds and Field of Interest Funds. These resources are pooled together to achieve greater impact both now and into the future. CFHZ uses a portion of these funds each year to invest in community change across a broad range of issue areas.
Unrestricted Funds: Unrestricted Funds allow you to leave a personal or family legacy in the community and know that the CFHZ Board of Trustees and staff will use the resources to respond to future needs and opportunities. Your gift will always be relevant, as resources are distributed to fit the most pressing needs and exciting opportunities in our community.
Field of Interest Funds: Field of Interest Funds allow you to identify the needs in the community you care about most (e.g. Youth, Basic Needs, Environment), while allowing CFHZ to identify the best possible community investments to meet those needs.
To start a conversation about your charitable estate plans, contact Colleen Hill, VP of Development & Donor Services by email or call 616–994–8853.
