Legacy Society

Join the Ann Bancroft Foundation Legacy Society and secure bright futures for girl-identifying youth in Minnesota

about the Society

Members of the Ann Bancroft Foundation Legacy Society whole-heartedly commit to ensuring Minnesota girls can achieve their dreams and thrive long into the future. Their unwavering support provides funding for countless young women to realize their dreams and live their potential and safeguards the organization’s financial sustainability and ongoing success. Through their will, trust or other estate-planning instrument, donors designate a portion of their estate, either a percentage or a specific dollar amount, for the Ann Bancroft Foundation.

Legacy Society member benefits

Members can include their name in the list of donors or give anonymously. Benefits include:

  • Gift can be made in honor or memory of a loved one
  • Invitations to special ABF events including the Legacy Society-specific event
  • Recognized as a Legacy Society member in the Foundation’s Annual Report, if desired
  • Ongoing recognition as a Legacy Society member on the Foundation’s webpage, if desired
  • Opportunities for future donor spotlights

How to join

To join this remarkable group, donors should first provide the following language to their lawyer or financial professional:

“I / We have elected to provide an estate gift to the Ann Bancroft Foundation (TIN: 41-1691868) located in St. Paul, Minnesota in the following manner:  ______________.  The estimated value of this gift is _________.”

Secondly, it is very helpful in terms of planning purposes if donors forward copies of the relevant portions of their estate planning documents and/or beneficiary designations. This paperwork can be directed to Development Director, Amy Eppen (amye@annbancroftfoundation.org), or Executive Director, Ethelind Kaba ethelindk@annbancroftfoundation.org).  They can also be reached at 612-338-5752.

GIft options may include

  • Bequests
  • Beneficiaries of life insurance policies or retirement assets
  • Cash
  • Charitable gift annuity
  • Real estate
  • Securities

Donors are encouraged to consult with a professional advisor to determine a tax-advantageous planned giving option for their philanthropic intentions.

Ways to Give How to Give Benefit to You Benefit to ABF
Bequest Include the Ann Bancroft Foundation in your will or revocable living trust, deferring your gift until after your lifetime. Costs nothing in your lifetime. the contribution will be exempt from federal estate tax. Ensures our future for generations to come.
IRA Name us as a whole or partial beneficiary of the plan. Your contribution is exempt from federal estate tax. Ensures our future for generations to come.
Life Insurance Name the Ann Bancroft Foundation as beneficiary on an existing policy or transfer ownership on a policy no longer needed.  Premiums are fully paid by donor. Make a large gift at little cost. Receive an income tax charitable deduction, under most circumstances.  Reduce future estate tax liability. Ensures our future for generations to come.
Gift of Cash or Securities Write a check, transfer long-term appreciated stock or other securities, or give online today. Immediate charitable deduction of full fair market value.  Avoidance of capital gains tax. Removes taxable assets from the estate. Your gift supports our work immediately.

 

 Please contact Amy Eppen at amye@annbancroftfoundation.org or (612) 361-8191