Join the Legacy Society!

What is the Legacy Society?

The Bryan Area Foundation and its affiliates in Edon, Montpelier and West Unity have established a Legacy Society to recognize people who are planning for gifts today that will provide significant benefits to our community in the future. These gifts may take the form of bequests, charitable remainder trusts, gifts of life insurance or one of the other types of charitable planned gifts.

Our community is already the beneficiary of hundreds of legacy gifts entrusted to the Foundation by generous citizens. Sometimes such gifts go unrecognized because they come at the end of the donor’s life. The Legacy Society provides a way for the Foundation to recognize and thank donors during their lifetimes.

Members of the Legacy Society will be recognized in the Foundation’s printed and electronic communications and invited to periodic events. Administrative staff is available to Society members and their professional advisors to discuss estate and gift planning questions and concerns.

How do I Become a Member?

You are already eligible for membership in the Legacy Society if you have made arrangements in your will, or through some other form of deferred giving, for a gift to the Foundation. Simply notify us of your plans by completing the Legacy Society Statement of Intent.

You may tailor your charitable gift to fit your personal situation. We can help determine a plan that works for you. Your gifts of money, stock, real estate or other resources can help our community and initiate your membership in the Legacy Society.

Once we know your intentions, we can assist you in making more precise arrangements for how the Foundation will use your gift. We would be happy to work with you and your professional advisor to structure a gift that is unrestricted in use, supports a particular field of interest (such as education, arts, etc.) or is designated in a way you specify. Please feel free to call us at (419) 633-1156 to discuss the various planned giving options available to you.