Deeply Rooted

The Legacy Society of the Foundation for Appalachian Kentucky

A planned gift ensures your community continues to be supported by investing in the future of the Foundation.

Why Join?

---

What is your vision for your community?

Plan your legacy to support the causes you care about for generations to come– while enjoying tax savings.

We work together to navigate charitable giving challenges and meet community needs and your philanthropic goals.

Ready to learn more? Contact Tonya Shepherd

Planned Giving Opportunities

Bequests: Maintain full control of your financial resources during your lifetime and reduce your taxable estate by including the Foundation for Appalachian Kentucky in your will or living trust.

Gifts of Life Insurance: Earn an immediate income tax deduction and a possible premium deduction by designating the Foundation for Appalachian Kentucky as the beneficiary of a life insurance policy.

Gifts of Real Estate: Transfer the burden of managing a property and the expense of taxes with a gift of real estate.

Gifts of Retirement Plans: By naming the Foundation for Appalachian Kentucky as the beneficiary of your retirement account, such as a 401(k) or IRA, you can avoid passing on heavy income and estate taxes to your heirs.

Gifts of Stock: Avoid capital gains by working in partnership with us and your financial institution for these transactions.

Endowments and Naming Gifts: Give your family name the opportunity to represent a legacy. Establish a donor advised or named fund that aligns with your passions and values.

Are You a Professional Advisor?

We can partner with you to align your clients’ needs and goals with our grantmaking expertise and administrative services.

Learn more about partnering with us

Affiliate Community Endowment Opportunities

You can support the work of a local community for years to come. Learn more about the affiliate communities with the map below.