What is an Expectancy Fund?
You can work directly with CFWNC to create a named expectancy fund that will receive assets after your death. The fund will reflect your charitable wishes. Once assets arrive to the fund, CFWNC will honor the intent and purpose of your fund forever. Your professional advisors list the fund’s name in your estate documents, and we handle the rest. With most expectancy funds, it is easy to update your charitable preferences during your lifetime.
Our professional staff handles all the details of establishing and operating the fund created or endowed by your gift.
Your gift continues to grow when you create an endowed fund. Endowment funds use only investment income for grantmaking, preserving and growing the principal as a permanent source of charitable capital.
Your intent for the purpose of your fund and grantmaking are honored by The Community Foundation forever.
Expectancy Funds
Want to know more?
Contact Becky Davis
Senior Development Officer
828-367-9905