Guide to Legacy Giving

YOUR LEGACY

THEIR FUTURE

Guide to Legacy Giving

TABLE OF

CONTENTS

Why Legacy Giving Ongoing Responsibility Local Impact Tailored Solutions Essential Tools Contact the Experts Let’s Work Together

WHY

LEGACY GIVING

Maximizing the Financial Impacts & Benefits of Philanthropy in Our Communities

At the Community Foundation and United Way of Volusia-Flagler Counties (CF/UWVFC), we are committed to making a significant impact with our wealth through effective philanthropy and the innate ability to overcome obstacles and challenges. This is accomplished by guiding donors in creating tailored investment plans designed to maximize the impact of their giving both today and in the future, while also ensuring they fully understand the financial benefits and best practices for wealth sharing.

This raises the crucial question—how do we harness the power of our philanthropy and make a lasting difference? The answer is simple. With legacy giving.

Often referred to as planned giving, legacy giving enables to individuals to allocate a portion of their estate or assets to charitable organizations through their will or other estate planning tools. This strategy allows donors to make a significant impact beyond their lifetime, supporting causes they care about through bequests, trusts, life insurance policies, or retirement accounts.

Not only does legacy giving provide tax benefits, but it also helps create a lasting legacy that reflects the donor's values and contributes to the long-term sustainability of the chosen charity.

IN THE

COMMUNITY

Donald Doudna Former Ponce Inlet Resident - In Memoriam -

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Partnering with the Community Foundation and United Way of Volusia-Flagler Counties was a powerful way to leave my legacy.

Their staff worked alongside our family making it simple to dedicate an excess life insurance policy and ensure that my passions in the community lived on.

ONGOING

RESPONSIBILITY Effective Philanthropy At the Community Foundation and United Way of Volusia-Flagler Counties (CF/UWVFC), we can ensure your legacy has a lasting impact. We strive to elevate philanthropy in all communities with a localized focus. From Palm Coast to Edgewater and beyond, we work with the local organizations every day that solve the problems that elevate everyone in our community. Our strategic and thoughtful approach ensures your charitable giving achieves maximum impact.

This means setting clear goals, conducting thorough research and developing comprehensive plans that address root causes for long-term change.

Additionally, our collaboration efforts with reputable organizations and experts is key to leveraging resources and achieving ultimate success. We strive to maintain transparency and accountability throughout the process which fosters trust and enhances the overall impact of giving. With effective philanthropy, we create meaningful and sustainable change for the causes that matter most.

Trusted Guide Our team of trusted advisors specializes in guiding donors to develop customized philanthropic strategies that maximize the impact of their giving both now and in the future. We also ensure that donors fully understand the financial benefits and best practices for wealth sharing.

IN THE

COMMUNITY

Bruce Page Founder Intracoastal Bank

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I support the Community Foundation and United Way of Volusia-Flagler Counties so that my community can get stronger today and stay that way for future generations.

LOCAL

IMPACT

For 85 years, CF/UWVFC has been a steadfast presence in this community, weathering the highs and lows like the tides of Daytona Beach's shores. With your generous support and tenacious drive to build a better tomorrow, we've triumphed over recessions, disasters and crises. That’s why our mission is to connect our community's needs to your passions, whatever they may be.

As both a Community Foundation and a United Way, we’ve been the heartbeat of local philanthropy, driving impactful change through fundraising. Today, our organization leverages its professional services to ensure fiscal resiliency and vibrancy of our community's needs for tomorrow. Not to mention, our deep roots in local non-profit community leadership and over 120 years of combined foundation investment experience positions our philanthropic efforts through organizations you can trust.

Together, we can make a difference.

At A Glance: Community Foundation Investments Includes advisors, investors and managers 120+ years of investment experience Specialization in Foundation Investing $20 million + under management Top 5% of Foundation performance nationally 5 YR | 9.9% (ROI) 10YR | 8.3% (ROI) Inception | 6.98% (ROI)

TAILORED

SOLUTIONS Local Presence. Global Vision.

Without proper philanthropic guidance, donors with immense capacity can often undervalue their resources and diminish their potential impact, ultimately eroding the good they could do for their community.

For instance, reactive annual giving addresses one emergency at a time. In contrast, planned wealth sharing builds a legacy of systems, strategies and solutions to strengthen our community both today and in the future.

Lacking the necessary tools and experience leads to vital gaps between resources and needs, leaving education, animal welfare, food security and other passions underresourced and at risk. As you consider your wealth, legacy and impact, don't navigate this journey alone. CF/UWVFC’s trusted advisors, local partners, and proven market performance over the years can bolster your generosity with confidence.

Your legacy has the power to transform our community, ensuring a brighter future for generations to come. Likewise, your contributions create lasting change, provide vital resources and help those in need.

Through your intentional generosity, together, we can build a stronger, more resilient community where everyone has the opportunity to thrive.

ESSENTIAL

TOOLS

Legacy giving is a powerful tool for creating lasting change by maximizing the financial impact of charitable contributions. With the guidance of CF/UWVFC’s experts, we can create a legacy that not only fulfills your philanthropic goals but also brings ongoing benefits to the communities and organizations you support.

BEQUESTS

Designate a specific amount or percentage of your estate to a charity in your will.

ASSET DESIGNATIONS Leave a specific asset, or set of assets to a cause you care about.

RETIREMENT ACCOUNT Designate a charity as a beneficiary of your IRA, 401(k), or other retirement plans.

CHARITABLE TRUSTS

LIFE INSURANCE

Establish charitable trust to support a cause that matters to you.

Name a charitable organization as beneficiary of your life insurance policy.

Partner with the Community Foundation and United Way of Volusia-Flagler Counties (CF/UWVFC) to elevate your charitable efforts now and for the future.

LET'S WORK

TOGETHER

Schedule your complimentary Philanthropy Discovery Session today to discover how we can help you achieve your charitable goals.

During this session, we'll get to know you, understand your philanthropic aspirations and explain how the Foundation supports donors like you.

Following this meeting, we'll create a proposal with strategies to enhance the value and impact of your philanthropic work.

In a follow-up meeting, we'll introduce you to your best opportunities and guide you through the tailored legacy impact planning and execution process.

Together, we can make a lasting difference.

CONTACT

THE EXPERTS Courtney Edgcomb President and CEO

cedgcomb@uwvfc.org 386-679-2186

Emmanuel Kamel

Development Support Specialist EKamel@uwvfc.org 386-405-5745

We’re Volusia & Flagler’s Fundraising & Grantmaking Experts

ConnectVFC.org

GET STARTED

TODAY Community Foundation and United Way of Volusia-Flagler Counties (CF/UWVFC) Creating lasting solutions & sustainable resources for Volusia & Flagler Counties

Connect with Our Philanthropy Team 386-253-0563

https://bit.ly/PhilAdvisor

ConnectVFC.org | Connecting Volusia & Flagler Counties