Planned Giving Make Your Legacy a Reality

Gifts to the Chilkat Valley Community Foundation (CVCF) build the “community permanent fund” for the future. Many friends make their largest contributions through planned gifts, which are invested to grow over time and help CVCF provide grants for our community. Today, through 2020, up to 5% of your planned gift (capped at $5,000 per gift) will be matched by The Alaska Community Foundation and Rasmuson Foundation if you return a Declaration of Intent form. This is a wonderful opportunity to build the CVCF endowed fund with matching dollars today, even if your planned gift is not realized for many years.

Putting CVCF in our wills allows us to continue supporting the nonprofits of the Chilkat Valley in perpetuity. It also ensures that our money is being handled and spent responsibly.

Jim & Anna Jurgeleit, Legacy Society for Alaska members

Individuals who include CVCF in their estate plans become members of the Legacy Society for Alaska. It’s a simple, lasting gift to your community. You can:

  • Make a gift to CVCF in your will or trust.
  • Designate CVCF as a beneficiary of your retirement accounts or life insurance policy, which preserves the full value of your support as your gift will not be subject to estate and income taxes.
  • Donate a paidup life insurance policy.

Contact us at chilkatvalley@alaskacf.org to discuss your options or for more information on how your planned gift will leave an enduring legacy for the Chilkat Valley.  If you are ready to make a bequest, or if you plan to leave a gift to CVCF in your will, we invite you to let us know so we can include you in our Legacy Society for Alaska.  When you fill our Declaration of Intent form, you can let us know the exact intent of your gift.

Bequests can be made to:
The Alaska Community Foundation/Chilkat Valley Community Foundation – Fund Name
EIN #920155067, a tax-exempt organization under IRS Section 501(c)(3)

The Advantages of a Planned Gift to a Fund of the Chilkat Valley Community Foundation
Planned giving means that your assets remain untouched during your lifetime. Bequests are not payable until the time of death. Then, your planned gift lives on to benefit the whole community.

  • Gifts may be a specific dollar amount, a percentage of your estate after taxes and expenses, or a gift of real property, stocks, artwork or other valuables.
  • Planned gifts reduce the taxable value of your estate because CVCF is an Affiliate of a nonprofit organization.
  • Designating CVCF as a beneficiary of your retirement preserves the full value of your support as your gift will not be subject to estate and income tax.

Legacy Society for Alaska members for the Chilkat Valley include:

  • Anonymous(2)
  • Tom & Liz Heywood
  • Tim McDonough & Ann Myren
  • Steve Cunningham & JoAnn Ross-Cunningham
  • Jim & Anna Jurgeleit

Additional Resources