Legacy Planning Resources

Our Legacy planning resources assist you in navigating the complexities and opportunities to give legacy gifts to the Foundation to benefit the community not just today, but years, decades and generations from now.

The Foundation offers a suite of options for you that can be customized to meet your individual financial needs and charitable aspirations.

Estate Planning Toolkit



A charitable bequest in your will can be the most powerful tool in leaving a lasting legacy for your community. A bequest is an irrevocable gift from your will or personal trust of cash, securities, real estate or other assets.

Bequest Language


A Resource for You: Guide to Giving

In order to better provide you with the resources and information you need to contemplate your philanthropy, we have created a Foundation giving guide.

Giving Guide


Please know that we are here to support you and that we share your goals of advancing and improving the Greater Waterbury and Litchfield Hills community.


Transform The Future [Webinar]

Build Your Legacy for Tomorrow | Impact the Community for Generations to Come

As the Foundation looks toward its centennial anniversary, we celebrate the many people who have entrusted us with gifts which will continue to benefit the community forever. Through this webinar, you will learn creative ways to plan now to support the organizations and causes important to you, while building a lasting legacy for you, your family, and your community for generations to come

Watch the Webinar


build a legacy

What difference do you want to make in your community — not just today, but years, decades, generations from now? What changes or progress do you dream of? How do you want to be remembered?