10/20/2026
Homework, but the good kind: two small assignments.
1. One sentence in your will or trust. Ask your attorney to add the Community Foundation of Southwest Indiana, and your fund can keep giving back for generations. Not sure what to say? We have sample wording your attorney can start from.
2. One beneficiary form for your life insurance policy. It takes about as long as ordering a coffee, and your advisor can walk you through it.
Attorneys and advisors handle this all the time.
Already finished the assignment? Let us know with our Legacy Gift Intent Form. It is not a legal obligation, and you can change it anytime.
โก๏ธ Find the sample wording and the form here: https://vist.ly/5p9ei
General information only, not legal or tax advice. Please talk with your attorney or financial advisor.