Create a Legacy
One Legacy. Everlasting Impact.
The Foundation's Legacy Circle honors community members who have chosen to make more possible through a gift in their will or estate plan to the Community Foundation of South Puget Sound. Legacy gifts are flexible and can be updated at any time to reflect your changing circumstances.
By joining the Legacy Circle, you create a lasting expression of what you value—strengthening our community over time. Your generosity reflects a deep belief in the power of local giving and in a future where everyone across the South Puget Sound has the opportunity to thrive.
Sample Will Language
I give, devise, and bequeath to the Community Foundation of South Puget Sound, a Washington State nonprofit corporation, located at 212 Union Avenue SE, Suite 102, Olympia, WA 98501, EIN 94-3121390 ( fill in the blank with one of the following):
1. The sum of $ from my estate…
2. % of the rest and remainder of my estate…
3. All of the rest, residue, and the remainder of my estate…
to be used for the organization’s general use and purpose.
If you are considering a bequest and would like your gift to support a specific purpose, we’re happy to work with you and your legal advisor to craft language that reflects your charitable goals. You can reach us at 360.705.3340 to start the conversation.
Membership Benefits
Legacy Circle members are part of a community committed to making more possible for generations to come.
Individuals and families who let us know they've included the CommunityFoundation of South Puget Sound in their estate plans are invited to join the Legacy Circle and receive the following benefits:
- Connection to staff who can help ensure charitable intentions are honored over time
- Invitations to Community Foundation events and public programs
- Recognition as a Legacy Circle member (unless anonymity is preferred)
- Opportunities to share your story and philanthropic values through our website and other Foundation communications
Legacy Circle membership is our way of saying thank you, and celebrating the values that guide your giving.
Questions?
Contact our knowledgeable staff if you are interested in starting a charitable fund or have questions about donor services.
Ready to Join?
The process is two easy steps, and Community Foundation staff will follow up with you to confirm submission and keep the conversation going.
- Download your preferred Legacy Circle Gift Intent Form. PDF | Fillable PDF
- Complete your Legacy Circle Gift Intent Form and submit it to us by mail or email.
Mailing Address:
Community Foundation of South Puget Sound
212 Union Ave SE, Suite 102
Olympia, WA 98501
Email instructions:
Please send your completed form to Mary Lam-Witcher, Philanthropy & Communications Officer at mary@thecommunityfoundation.com.
*If you have already named the Community Foundation of South Puget Sound in your will or estate plans, we want to honor you in our Legacy Circle. Please reach out to us directly at 360.705.3340 or email Mary. Thank you for your generosity!
Legacy Circle Recognition
Lifetime Members
Anonymous (10 donors)
- Barbara & Loren "Skip" Steffen
- Barbara McPherson*
- Beth Ann Wilder
- Charles L. Trowbridge*
- Charley* & Kimberly Ellwanger
- Cheryl & Thomas Oliver
- Don Rhodes
- Fambles Batalon Family
- Harold* & Inge Marcus
- Ina Fennell*
- Irving A. Lassen*
- Jack & Neddie Rose Farrington*
- Jane Larsen*
- Janet McLane
-
- Jesse R. Roberts*
- John & Opal McGimpsey*
- John McKinnon
- Katherine Hayes*
- Katheryne Boling
- Kris Tucker
- Maggie Bell-McKinnon
- Marguerite Lynch Bishop*
- Mary E. Williams
- Norma & Charles Shelan
- Phyllis Mandel
- Todd Monohon
- Walter A. Bratton*
- William A. Lovett*