Establish Your Legacy Through Planned Giving

With thoughtful estate planning now, you can be assured your assets will be used the way you intended for the causes and organizations you care about most.



A charitable bequest combines philanthropy and tax benefits. It can be a specific dollar amount, percentage of an estate or what remains after debts, expenses and other bequests are made. To make a bequest, simply name the Portage Foundation in your will or trust.

Charitable Remainder Trust

Ideal for donors with appreciated assets, including real estate and securities, CRTs have the potential to generate income, allowing beneficiaries to receive income – with the knowledge that the funds remaining when the trust terminates will be used to support their charitable interests.

Life Insurance

Life insurance can be used as a charitable asset, making a donor eligible for a charitable tax deduction based on the current value of the policy. An individual can simply name the Portage Foundation as the beneficiary of part or all of the insurance proceeds.

Retirement Fund Assets

Because they are heavily taxed, retirement fund assets from qualified plans or IRAs can be a tax-smart part of your estate planning strategy that could leave more funds available for organizations and heirs. They allow an individual to avoid income and estate tax while making a significant contribution that will meet pressing needs in the local community.

give now

Support current Foundation Funds in one of nine funding priority areas

Ready to accept Tax-Deductible Gifts

Array of Areas to Match Your Interests

Expanded Impact

Areas of Greatest Needs for Community

Great for Individuals, Families & Businesses

Create A Fund

Maximize Tax-Saving Opportunities to Create a Personal Giving Legacy

Easy to Set Up Funding Agreement

Maximize Tax-Savings Benefits

Wide Range of Funding Options

Determine Level of Involvement

Ability to Target Support for Causes that Matter Most to You

Plan for future

Thoughtful Estate Planning to Leave a Legacy of Caring

Plan Now for Lasting Legacy Using Varity of Possible Funding Options

Charitable Bequest

Charitable Remainder Trust

Life Insurance

Retirement Fund Assets

Your legacy, OUR mission.

Create a lasting impact on your most cherished causes while gaining tax benefits for yourself. Contact us today and help build a brighter future.