Summit Society

The Summit Society is a group of individuals and couples who have decided to leave assets to one or more Funds at the Foundation when they pass away. In other words, these lovely people have named the Blue Mountain Community Foundation as a beneficiary of their will or living trust or any other type of planned or deferred gift they are using.

They have given the Foundation 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.

If you are planning to leave an estate gift to the Foundation, please discuss it with us now. This helps to ensure that we understand how you want your gift used in the community and managed over time. Our primary goal is making sure we manage your gift in the way that you want. Please help us do that!There is no obligation to disclose the particulars of your estate plan, or to publicly join the Summit Society.

To learn more about becoming part of the Summit Society, or to discuss your wishes regarding your future gift, contact us at 509-529-4371 or email us here.

Qualifying Summit Society Gifts
  • Naming the Foundation itself or a Fund here as a beneficiary of your will, living trust, or other estate planning tool
  • Naming the Foundation or a Fund here as the beneficiary of a retirement plan, such as an IRA, Roth IRA or 401(k);
  • Naming the Foundation or a Fund here as the beneficiary of an insurance policy; and
  • Creating a charitable remainder trust or a charitable gift annuity where you receive income for the rest of your life, with the Foundation or a Fund here 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 our staff.

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