Gifts to the Petersburg Community Foundation (PCF) 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 PCF provide grants for our community.
Options for Planned Giving:
Individuals who include PCF 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 PCF in your will or trust.
Designate PCF 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 paid‐up life insurance policy.
Through 2023, you can secure matching dollars by declaring your intent to make a planned gift.
The Advantages of a Planned Gift to a Fund of the Petersburg 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 PCF is an Affiliate of a nonprofit organization.
Designating PCF 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.
Plan Your Legacy
If you are ready to make a bequest, or if you plan to leave a gift to Petersburg Community Foundation in your will, we invite you to let us know so we can include you in our Legacy Society of Alaska. When you fill out a non-binding Legacy Society Declaration of Intent Affiliate form, you can let us know the exact intent of your gift. Let us acknowledge you now either by name or anonymously.
Contact us at petersburg@alaskacf.org to discuss your options or for more information on how your planned gift can secure matching dollars for Petersburg funds today.
Bequests can be made to:
The Alaska Community Foundation/Petersburg Community Foundation – Fund NameEIN #92‐0155067, a tax-exempt organization under IRS Section 501(c)(3)
Additional Resources