Planned Giving

Donors can make a planned gift to the Community Foundation of West Chester/Liberty by including the Foundation in their estate planning. Planned gifts allow you to maximize your tax benefits while supporting the issues and organizations you care about for many generations to come.

Bequest - Including a charitable bequest in your will is a simple way to make a lasting gift to your community. When you make this type of gift through the Foundation, we can establish a fund that will be managed by your heirs or overseen by the Foundation. Your gift can be endowed so that it benefits the community forever and becomes your personal legacy of giving. Suggested language:

“I give & bequeath an unrestricted, unconditional gift of $_____or _____% of my estate to The Community Foundation of West Chester/Liberty, West Chester, OH or its lawful successor to establish the (your name or family name) fund.”

Life Insurance Policy/Retirement Plan - At death, balances in individual retirement accounts and retirement plans are included when figuring estate and income taxes to your beneficiaries -- often up to 85%. Funding a charitable bequest with an IRA or retirement plan prevents the bequest from becoming a liability of your estate, and the gift is made with pre-tax dollars.


Erin Clemons, president & CEO  - or 513.682.8062

The Humphreys Family Fund

Christine & Robert Humphreys were long-time West Chester residents and valued members of our community. After her husband’s sudden passing in 2008 Christine established a Donor Advised Fund, the Robert & Christine Humphreys Family Fund, at The Community Foundation. The non-endowed fund allowed Christine to begin building a source of charitable funds that she could distribute over time to causes she and her husband cared about, while also providing immediate tax benefits. In 2016 Christine approached The Community Foundation about reviewing her fund and discussing the impact she wanted to make in the community. After discussing her options Christine made the decision to endow her fund and allow it to grow, creating a self-sustaining source of charitable giving for years to come. She wanted her fund to support “parks, pets, and quality of life” in the community, and decided to ensure her legacy through a planned estate gift to her endowed fund at the Foundation. Unfortunately, Christine lost her battle with cancer early in 2017. We are honored to have been able to help Christine fulfill her charitable giving goals, and grateful to be able to carry out her legacy in support of the causes close to her heart.

Each year, beginning in 2018, The Community Foundation will award an Impact Grant from the Humphreys Family Fund to a nonprofit organization working to support parks, pets and quality of life in our community.