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The Legacy Society of the Community Foundation of Sarasota County was founded to recognize friends and benefactors who have chosen the foundation to implement their estate plans. Too often, these gifts are unrecognized because they are made at the end of a donor’s life. The Legacy Society provides a means to recognize and thank donors throughout their lifetime.

To become a member of the Legacy Society, the foundation requires only a statement of establishment or intent to leave a gift in one's estate plan. No documentation, amount, or type of gift is required. If they choose to do so, members may remain anonymous.

As a Legacy Society Member:

  • You are recognized in the Legacy Society Luncheon Program.
  • During the Legacy Luncheon, you will be identified as a Legacy Society member.
  • You have full access to all donor services offered by the Community Foundation.
  • You are included in events exclusively for Legacy Society members.
  • You may retain your anonymity as a member of The Legacy Society, if desired.

To speak with a Philanthropy representative about the Legacy Society, please call 941-955-3000. Confidential consultation on estate planning with Community Foundation staff or board experts is always available.

 

Download a PDF version of our “Join the Legacy Society” form.

Join the Legacy Society

*Indicates a Required Field
* First Name:
* Last Name:
* Email Address:
* Confirm Email Address:
Phone Number:
Yes, the Community Foundation of Sarasota County is included in my (our) estate plan and I (we) accept the invitation to be a Legacy Society member. I (We) understand my (our) name(s) may be listed with other members of the Legacy Society in the Community Foundation’s publications. I (We) have the option to remain anonymous for all publications and Legacy Luncheon, as indicated below.
* I (We) prefer to remain anonymous for all publications and events:
* I (We) prefer to NOT be included in Community Foundation mailings and events:
Protecting your private information is important to us. The Community Foundation of Sarasota County does not disclose confidential donor information unless specifically instructed by the Donor.
Marlo Turner headshot

Need Assistance?

Jay Young
Vice President, Philanthropy
941-556-7178
jyoung@cfsarasota.org