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Professional Advisors

Create a meaningful legacy - in just three steps

Looking for a simple, no-cost way to create a meaningful legacy for your community? Leaving instructions to transfer a financial account to Cumberland Community Foundation might be right for you.

If you have a bank account, 401k, IRA, investment account, or insurance policy, leaving instructions for assets that may be left at the end of your life is important. There’s no need to change your will or living trust; you can allocate assets to family and name CCF to receive a gift using a simple form.

With just three steps, you can make a difference in our community - forever. Here’s how:

1)    Go online, call your bank or financial institution or ask your professional advisor for the correct form. Choose the amount or percentage you wish to give, then add CCF to your instructions. Use our formal name - Cumberland Community Foundation, Inc. and Tax ID 58-1406831.

2)    Talk with us to document your intentions. 100% of your gift goes to the causes you choose. Financial institutions typically don’t notify beneficiaries, so CCF will help ensure your instructions are carried out.

3)    Let your advisors know about your plans, so your gift can be coordinated with your overall estate plan.

If this way of giving sounds like a fit for you, CCF is here to help. Contact us at (910)483-4449 and ask for Mary Holmes x103.