Securing Addison’s Future with an Addison Area Fund
Local giving. Lasting value. Leave your Legacy.
You live here.
Addison is your home community.
No one cares about Addison as much as you and other residents here.
You have an opportunity to help your neighbors today, and make Addison’s future better.
The Addison Area Fund in the Lenawee Community Foundation has been established to provide for Addison’s future. This endowment will last forever with the earnings utilized in Addison in the areas of civic, cultural, health, educational, or social services. And, we will count on local residents to recommend grants that will best serve Addison.
Today and for the Future:
You can give back to your community today, through an annual gift, and in the future, through your will or estate plan.
Today, a gift to the Addison Area Fund will build a stronger community and qualify for a federal tax deduction if you itemize.
A lifetime or planned gift to the Addison Area Fund will help to secure the future of your community and a federal tax deduction if you itemize.
If the Addison Area Fund is one of your choices, the Lenawee Community Foundation can accept a variety of gifts, such as appreciated assets, real estate, a life insurance policy, an IRA, or retirement account. Or, you may wish to consider a gift from which you can receive life income. You can also make a bequest through a codicil to your will or an amendment to your trust. (Sample language is provided.) You will want to consult with your professional advisor to find the option that will work best for you.
Whatever you do, or fail to do, you are leaving your legacy for future generations. Please make your legacy for good for ever.
Sample Language for Your Will or Trust:
As your professional advisor and you draft your estate plan or will, please remember the Addison Area Fund – no matter how large or small your bequest. Following are some statements that can be used.
General or Specific Bequest – “I give, devise and bequeath to the Lenawee Community Foundation the sum of $_______ (or _____ %) from my estate to be used for the Addison Area Fund.”
Remainder of Estate – “After all specified bequests have been made I give, devise and bequeath to the Lenawee Community Foundation all (or ___ %) of the remainder of my estate to be used for the Addison Area Fund.”
Contingent Bequest – “I give the residue of my estate to ___ family member. If that person does not survive me, I give the residue of my estate to the Lenawee Community Foundation for the Addison Area Fund.”
Please let us know if you have included the Lenawee Community Foundation – Addison Area Fund in your estate plan or will.
Have Questions? Contact Us for additional information or help!