Why Create a Charitable Giving Plan

Leave a Meaningful Legacy

What story will be told about us after we’re gone? Including charitable giving in your will or trust is an easy way to ensure your generosity makes a lasting difference. Partnering with Boreal Waters Community Foundation simplifies the process and ensures the causes you care about continue to thrive, while also offering financial benefits, like tax savings.

Here’s why it matters

Make A Lasting Impact

A giving plan lets you direct your donations where they’ll do the most good, helping to create positive change in the areas you care about most.

Enjoy
Tax Benefits

With a thoughtful plan, you can receive tax advantages, allowing you to give more while benefiting from financial savings.

Simplify Your Giving

A clear plan makes it easier to support the causes you believe in, giving you peace of mind knowing your giving is organized and impactful.

Align Your Values And Goals

A charitable giving plan helps you connect your personal values with your financial goals, making sure your giving journey is as meaningful as it is effective.

How To Make a Gift

Creating a charitable giving plan isn’t just about donating money—it’s about making a lasting difference and leaving behind a meaningful legacy. We accept a wide range of assets including bequests, stocks and real estate.
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Phil and Barbara Strom
Legacy Spotlight

legacy donor highlight

Phil and Barbara Strom

Phil and Barbara Strom were deeply involved with North Shore Elementary School, a public school that once served 200 students and acted as a vital connector for their small rural community on the North Shore. When the school closed in 2001, Phil immediately began working with other community members. Long story short, they purchased the school from the district for just $1 and transformed it into a charter school—North Shore Community School. Now serving 350 students, the school specializes in connecting academics to the natural environment.

The Strom’s story is truly unique and reflects the power of legacy. It also highlights the creative possibilities that an endowment at the Community Foundation can provide. Understanding that the school would have ongoing needs, Phil and Babs decided to take action once again by opening three new funds with the Community Foundation:

Phillip H. and Barbara Strom Family Charitable FundPhil Strom North Shore Community School Naturalist FundNorth Shore Community School Endowment Fund
Together, we can build a future that reflects your values and uplifts our communities for years to come.
Begin Planning Your Legacy