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
Since the CFO’s current fiscal year began on July 1, 2011, the following people have joined CFO’s Legacy Society:
- Vencil and Francis Bixler, Springfield
- Don and Gloria LaFerla, Community Foundation of Southwest Missouri, Inc.
- Steve Lawver, Community Foundation of Southwest Missouri, Inc.
- Matt and Nichole Lemmon, Finley River Community Foundation
- Ervin and Eleanor Maiefski, Springfield
- Lois Puchta, Community Foundation of the Hermann Area, Inc.
Bill Putnam Makes a Case for Planned Giving – A Film by CFO
Planned Giving | A Conversation with Bill Putnam from CF Ozarks on Vimeo.
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 43 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.
Making A Case for Planned Giving
Please click on the link above to view the article former CFO president Gary Funk wrote for the Missouri Prairie Foundation’s Journal. We are always happy for Agency Partners, affiliates and our professional advisor network to use any of our materials. Please feel free to contact our office if we can be of service.
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).
CFO staff members 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
The CFO previously featured a “Planned Giving Tip of the Week” series on its website. We also shared it via email with Agency Partners and regional contacts. Planned giving tips included:
- Making a specific bequest in your will or trust
- A Charitable Remainder Trust
- A Charitable Beneficiary Designation through a T.O.D.
- Life Insurance Beneficiary Designation
- A Charitable Beneficiary Designation through a P.O.D.
You can find more news and information about planned giving here.