A lasting commitment to future generations
At KBFUS, we make it easy for you to establish a legacy fund that will make gifts in your name, forever or for a specific number of years, to support the causes you cherish or the organizations you love, anywhere in Europe or Africa.
When you open your fund, you can choose to focus on a particular issue, in the city, region, or country of your choice. You might, for example, want to promote entrepreneurship in South Africa, advance women’s rights in Egypt, stimulate research at Italian universities, or preserve the cultural heritage of the city of Bruges, Belgium. Or you can handpick a beneficiary organization, such as your favorite museum or the university where you studied.
Your legacy fund’s assets will be invested by KBFUS, allowing them to earn income and grow over time – thereby increasing the impact of your legacy. When establishing a legacy fund, you may select one of our four investment pools for the allocation of the assets of your fund. Or you may recommend that the assets be managed by an investment adviser of your choice. All investment portfolios are managed under the guidance of our Investment Committee.
Contributions to a legacy fund can be made during the donor’s lifetime and/or through a charitable bequest. Because KBFUS is a Section 501(c)(3) public charity, donors receive the maximum charitable tax deductions allowable by law for income or estate tax purposes.
Read more about Thinking Ahead – Establishing a Legacy Fund with KBFUS
Any further questions? Please contact us at firstname.lastname@example.org or (212) 713-7660.
|Leaving a Charitable Legacy- Legacy Funds at KBFUS|
|KBFUS Investment Policy Statement|
|KBFUS INSIGHT: Tony Julius Fund – A lasting legacy for a cherished Greek village|
Sotiris Laganopoulos, Secretary of the Bodossaki Foundation (Greece)