Community Foundation of the Ozarks

The Planned Giving Initiative

Thank you for viewing information on the CFO Planned Giving Initiative!  Each link on this page will provide you with helpful information on planned giving including the latest on thoughtful planned giving strategies, updates on legislative action, and tools to help you map out your planned giving goals.

CFO Adds New Members to Legacy Society

The Community Foundation of the Ozarks’ board of directors have adopted a FY10 action plan goal of adding 25 new members to the Foundation’s Legacy Society.  Since July 1, 2009, the following people have joined CFO’s Legacy Society:

  • Michelle Ducre, Carl Junction
  • Norene Fronabarger, Springfield
  • Gloria Galanes, Springfield
  • Jane Kennon, Nixa
  • Mr. & Mrs. Don Martin, Sr., Springfield
  • LaVaughn M. Fuqua-Mathiesen, Hollister
  • Mark Nelson, Monett
  • Mark & Lori Nelson, Springfield
  • Doug & Rae Nickell, Springfield
  • Paul & Carol Reinert, Springfield
  • Steve Schneider, Jr., Springfield

    Stand Up For the Arts

  • William Brandon Bowman
  • Katie Cornwell
  • Beth Domann
  • Vickie Giesen
  • Gloria J. Galanes
  • Leah Hamilton Jenkins
  • Morey Mechlin
  • Jane Munson-Berg
  • Dr. Thomas and Mrs. Debra Russo
  • Ron Spigelman-Springfield Symphony
  • Rosalie O’Reilly Wooten

Making a Case for Planned Giving – A Film by CFO

Four Legacy Society members have graciously stepped forward as honorary ambassadors for the planned giving initiative: Sally Baird, CFO board of directors chairman; Julie Brown, past board chairman; Ron Giedd, Greater Seymour Area Foundation president emeritus; and Bill Putnam, former Community Foundation of Southwest Missouri executive director. The video above features the Legacy Society Ambassadors discussing what inspired them to give something back to their community and even some helpful dialog about how to make a charitable planned gift.

Meet and learn more about CFO’s Legacy Society Planned Giving Ambassadors here.

Legacy Society Members

The Community Foundation of the Ozarks is very grateful to the individuals who have made a planned gift.  The Legacy Society page provides a list of these generous donors to the Community Foundation of the Ozarks or one of its 41 affiliates. The Legacy Society was created in 1990 to recognize and thank donors in their lifetimes and to offer the opportunity to introduce ourselves and learn more about the donor’s philanthropic wishes.

Planned Giving PowerPoint

Nonprofit organizations may use this helpful PowerPoint when explaining the importance of planned giving to their board members, donors, and other constituents (Microsoft PowerPoint file).

Planned Giving Webinar

CFO staff members Gary Funk, Julie Leeth, and Brian Fogle gave a very helpful presentation on the importance of planned giving.  Please feel free to share this video with others (Windows Media Player file).

Planned giving made easy

Through February and March CFO featured a “Planned Giving Tip of the Week” series on its web site. We also shared it via email with Agency Partners and regional contacts. Planned giving tips included:

You can find more news and information about planned giving here.