Summit Society

The Summit Society recognizes individuals and couples who have named the Blue Mountain Community Foundation as a beneficiary of any type of planned or deferred gift, and who have given BMCF permission to share this information with the community in hopes of inspiring others to do the same. The purpose of the Summit Society is to acknowledge and thank those who have made these arrangements now. Fellows of the Summit Society are listed in the Foundation's annual report and are invited to all BMCF events.

We encourage people who are planning a bequest or other planned gift to discuss the purpose and name of their fund with staff so it can be clearly carried out. There is no obligation to disclose the particulars of your estate plan, or to publicly join the Summit Society.

Contact BMCF staff for more information about becoming part of the Summit Society, or to discuss your wishes regarding your future gift.

Bequests are the most common planned gift, but other gift options include:

• Naming BMCF as the beneficiary of a retirement plan, such as an IRA, Roth IRA or 401(k);
• Naming BMCF as the beneficiary of an insurance policy;
• Creating a charitable remainder trust where you receive income for the rest of your life, with BMCF ultimately receiving the remaining trust assets. BMCF can also serve as Trustee of such a charitable remainder trust. For more information about charitable remainder trusts, please contact BMCF staff;
• All types of gifts are recognized by the Summit Society

Note: Please contact your legal and/or financial adviser when making a planned gift.

Finally, thank you. BMCF founders were concerned about how to support the communities they loved many years in the future. We are pleased that this tradition continues today. Summit Society members share that vision. Because of the generosity of people like you, the Blue Mountain area will continue to offer its people a high quality of life for generations to come!