Legacy Society Brochure with member list

Page 1

There will come a time in your life when you stop and reflect...

What’s your passion?

What legacy will you leave?

How will you be remembered?

Will you leave the community a better place?

Your legacy can make a difference

Planning a Lasting Legacy

What is legacy giving?

Legacy giving is the transfer of assets to a charitable organization, often upon someone’s passing. By entrusting gifts to ECCF, you ensure that your contributions will be used wisely to address future community needs and causes that you care about the most.

What is the Legacy Society?

When donors leave charitable contributions to ECCF in their wills, trusts, or estate plans, ECCF recognizes them as members of the Legacy Society.

What will your legacy be?

Here are a few benefits of planning now, regardless of age or financial situation:

• You will be a philanthropist. There is no minimum for legacy giving, and there are many ways to give. Small gifts can make a big difference.

• You will be a role model. Legacy giving shows your children and your grandchildren the importance of philanthropy and reinforces charitable giving as an important family value.

• You can support your causes, your family, and your community. You can simultaneously provide for your heirs and your charitable organizations.

• ECCF will navigate the planning process with you. You are never too young to plan. We’ll help you think through what inspires you and assist you and your advisors through the process.

Tribute gifts in honor or memory of someone special

Tributes and Memorials allow donors to celebrate the lives of people who are important to them. Gifts can be made in memory of a loved one who passed away or in honor of someone who’s still with us; either way, these gifts create a lasting legacy by serving a charitable purpose into perpetuity.

Limitless possibilities

If you have several organizations or causes you’d like to support, ECCF can help you do it. Endowed gifts are a way to make sure that you can support your favorite organizations forever.

What can be supported?

Unrestricted support of community needs Nonprofit organizations Schools or Churches Scholarship Funds Universities Government Entities

Legacy Giving made Easy

Why choose ECCF as your charitable partner?

ECCF has been the steward for philanthropically minded community members for over 25 years. We will work with your attorney and/or financial advisor to help you define and navigate where you want your dollars to go. With ECCF, you will be assured that we will act as a steward of your intentions into the future. Most importantly, you will have the flexibility to change the purpose of your legacy by amending the distribution, grantee(s), and/or percentages at any time without needing to update your will, and without a fee.

Ways to create a legacy gift

Designate or name ECCF as one of your beneficiaries of the following:

Benefits of partnering with us

Diversify a gift for multiple causes or nonprofits through one simple process.

• Engage future generations in granting decisions through succession planning.

• ECCF will assist in planning should your originally named nonprofits cease to exist or your original philanthropic purpose is met.

• Your legacy will live on FOREVER, supporting the causes you care about the most.

• You can leave a gift of any amount. There is no minimum for gifts to existing funds, such as ECCF’S Community Fund.

*ECCF does not offer legal advice to individuals regarding their tax, financial, and estate planning. We encourage donors considering a bequest to the Foundation to work with their legal and financial advisors.

Retirement Plans (IRA or 401K) Life Insurance Charitable Trust Annuities Property Real Estate Business Will & Trust Legacy Possibilities 306 S. Barstow St. Suite 104 · Eau Claire, WI 54701 · 715.552.3801 · www.eccfwi.org · info@eccfwi.org

for Generations

Growing a community legacy

Dan and Margaret Brown lived in Eau Claire and opened a law office specializing in real estate in 1967. Their personal interests were in civic and community development, Eau Claire parks, conservation, and mentoring others to be self-sufficient. They wanted to establish a fund upon their deaths that would provide for those interests and also provide for the greatest needs in our community.

Their unrestricted fund was established with their Charitable Remainder Trust that listed ECCF as a beneficiary. Their legacy will live on FOREVER through this fund!

One Fund – 10 Years of Impact

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42 Nonprofits Impacted

In their own words...

“As part of the Legacy Society, it ensures not only that nonprofits we love will have the support they need to serve future generations, but that future generations of our family can be involved in providing that support.”

“If everyone from Eau Claire left $100 at their deaths, that could have quite a significant impact.”

- Jack & Lois Postlewaite

Interested in learning more about ECCF’s Legacy Society? Contact us using the information below.

Legacy Gift In Grants Distributed Current Fund Balance after Investments & Fees Balance as of 12/31/2022
$404,000 $170,836 $472,025
Generosity
Daniel F. and Margaret J. Brown Memorial Fund Legacy gift received upon their death in 2012
306 S. Barstow St. Suite 104 · Eau Claire, WI 54701 · 715.552.3801 · www.eccfwi.org · info@eccfwi.org
Greg Bremer & Jennifer Hanson-Bremer

As a Legacy Society member, you’re partnering with over 200 donors who share your passion for philanthropy.

Anonymous (5)

Helen & Karl Andresen*

Dr. David* & Joan Angell

Richard R. & Sara Solie Baer

Bob & Louise Barfknecht

Janet Barland

Thomas & Jill Barland

Jack & Carol Bartingale*

Jerry & Sue Bauer

Doris J. Bautch

Bill & Winnie Bean

Jason & Jennifer Beckermann

Priscilla Berry

Stephen & Kristine Bien

Preston & Mary Kay Bissell*

Bill & Beth Blackburn

Don & Kim Bodeau

Robert & Andrea Bodeau

Mel* & Leann Breed

Greg Bremer & Jennifer Hanson-Bremer

Daniel F. & Margaret J. Brown*

Susan J. Bruce

Thomas & Joyce* Bruckner

Jim Carter & Victoria Miller

David & Mary Ciresi

Carol Craig

Roger & Betty Davis

Paul Del Torto

Arnie & Lois Domer*

Don* & Jan Etnier

B.J. & Bea Farmer*

Jennifer & Joseph Fesenmaier

Cody Filipczak

Victoria E. Finstad

Larry E. & Ida B.* Fischer

Heidi Fisher

Dr. Louis & Janet Frase

Roy & Janice Fuerstenberg

Richard T. Gannon

Leonard E. Gibbs* & Mary E. (Betsy) McDougall Gibbs

Annie Grewe

Charles & Becky Grossklaus

Ann Gunderson Thornburg

Cindy L. Hangartner

Christopher & Julie Hasenberg

Dick & Karen Hebert

Mark & Lois Helland

Lawrence Henkel

Dr. Eldon Hill*

Bernard & Karla Hoefgen

Jon N. & Maureen S. Homstad

Edna Hood*

Duane & Laura Hookom

Al & Peggy Jones

John Kaiser & Marcia Van Beek

Dr. David & Alice Katz

Betsy Kell

Dr. Daniel & Kerry Kincaid

Marianne & David Klinkhammer

Joseph Koehn*

Kathy Kovell

Carol Larson

Richard D. & Marcia D. Larson

Thomas G. Larson

John & Jane Lokken

Kristine MacCallum & Daniel J. May

Sherry L. Macaul

Melania Madis*

Keith & Alison Martin

Buzz & Mary Ann Minton

Thomas Misfeldt & Lisa Stark

Gregg & Emily Moore

Lois & Marlin Mueller

Jon & Erika Munger

Karl Murch

Charles D. & Sue E. Nyberg

Daniel & Mary Ann Ogan

Rick & Carol Olson

Tim & Carol Olson

Karen Overhulser

Tim & Denise Pabich

Jim & Kathy Pinter

Jack & Lois Postlewaite

Lyle & Karyn Quandt

Pat & Sue Quinn

Jackie & Ken Rasmussen

Molly Reijo

Duane & Ruth Sackett*

Andrew & Brenda Schlafer

Cindy Schlosser & Paul Wagner

William & Kathleen Schoener

Steve & Kaye Senn

Flo & Terry* Sheridan

Chuck Shoemaker Jr. & Lori John-Shoemaker

Robert J. and Carol Klun Swanson

Bradley J. & Janet E. Smith

Vernon* & Jo Ann Smith

Jerry & Beth Speckien

Sarah Stokes & Chris Herzog

Jack Stromwall*

Carol & Bob Swanson

Don & Laura Talley

Amy Thurston

John Thurston*

Susan & Roger Tietz

Dr. Joseph M. & Jean M. Tobin*

Gary* & Sonya Tourville

Dr. Peter Ullrich & Susan Pittman

Kenneth* & Roberta Vance

Jan & Kathryn VerHagen

Ron* & Johanna Warloski

Paul & Cheri Weinke

Jeff & Kathy White

Bonnie Wright

Dr. Jack & Cleo Young

*Denotes deceased

306 S. Barstow St. Suite 104 · Eau Claire, WI 54701 · 715.552.3801 · www.eccfwi.org · info@eccfwi.org

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