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Planned Giving

Leave a Legacy

With gift planning, you can provide long-lasting support for our organization, or for one of our Endowment Partners, while enjoying financial benefits for yourself.

Bequests

Bequests are the most common type of planned gifts made to leave a lasting charitable legacy. Contact your advisor who can add simple bequest language in your will to include Indian River Community Foundation as part of your estate plan. Click here for sample bequest language for your attorney.

IRA Rollover

If you or a family member are age 70 ½ or older, contributions made from your IRA to one or more permanent endowment funds at Indian River Community Foundation (up to $108,000 per year) are not reported as taxable income. Contact your plan administrator to make a gift from your IRA or to add Indian River Community Foundation as the final beneficiary of your IRA. 

Endowment Partners

Our Endowment Partners Program helps local charities plan for long-term sustainability. Over 12 months, participants learn about planned giving, investments, and marketing solutions to help establish and grow permanent endowments that can sustain their operations into the future.  Current Endowment Partners include the following:

  • Alzheimer Parkinson Association of Indian River County

  • The Arc of Indian River

  • Ballet Vero Beach

  • Big Brothers Big Sisters of St. Lucie, Indian River, and Okeechobee Counties

  • Childcare Resources of Indian River

  • Homeless Children’s Foundation of Indian River County

  • The Hope for Families Center

  • Indian River Golf Foundation

  • Indian River Habitat for Humanity

  • Indian River Healthy Start Coalition

  • Laura (Riding) Jackson Foundation

  • Literacy Services of Indian River County

  • Mental Health Association

  • Ocean Research and Conservation Association (ORCA)

  • Senior Resource Association

  • Thrive (formerly Substance Awareness Center)

  • United Against Poverty

  • Vero Beach Opera

  • Vero Beach Rowing

  • Youth Guidance Mentoring Academy

  • Youth Sailing Foundation

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