Learn more about planned giving

If you’re a board member with one of our affiliate foundations, you should be receiving, if you haven’t already, a letter from CFO discussing the planned giving campaign. CFO and its 40 affiliate foundations are now undertaking an effort to expand planned giving commitments in the region. Planned giving strengthens community grantmaking, supports the sustainability of our foundations and keeps vital community capital at work in the Ozarks. The goal of this ambitious initiative, part of CFO’s board of directors’ action plan for the 2009 fiscal year, is to add one new Legacy Society member to each affiliate foundation and twenty new Legacy Society members in the Springfield metro area.

Regardless of what brought you to our web site, we invite you to spend a few minutes learning more about why planned giving is such an important and effective – and easy – way to give something back to your community. On this page, you’ll find links to a variety of resources about planned giving, including a presentation outlining just how simple it is for anyone to make a planned gift, a list of Legacy Society members and funds, and short videos from CFO’s four Planned Giving Ambassadors explaining their decision to give back.

Four Legacy Society members have graciously stepped forward as honorary ambassadors for the planned giving initiative: Sally Baird, CFO board of directors chairman; Julie Brown, past board chairman; Ron Giedd, Greater Seymour Area Foundation president emeritus; and Bill Putnam, Community Foundation of Southwest Missouri executive director. The video above features the Legacy Society Ambassadors discussing what inspired them to give something back to their community and even some helpful dialog about how to make a charitable planned gift.