Legacy Society

You can create lasting change for families working toward a future free from poverty. The Founders Legacy Society honors the vision and dedication of Shanta’s co-founders, Mike and Tricia Karpfen, whose commitment to defeating poverty has empowered thousands of families on their path to self-sufficiency.

A legacy gift to Shanta Village Partners in your will or estate supports thriving, independent communities and may also provide tax benefits for your estate and heirs. Estate gifts are invested in Shanta’s endowment fund, managed by our Board, to provide sustainable funding for future programs. Unless otherwise designated by the donor, all gifts to the Founders Legacy Society will be used to cover administrative and fundraising costs with the ultimate goal of growing this fund to cover 100% of “overhead.” Once we achieve this goal, Shanta will be able to spend 100% of annual donations on program. Advertising this achievement will supercharge our fundraising efforts allowing us to partner with many more villages.

There are many ways to leave a meaningful legacy gift for Shanta Village Partners. Every gift, regardless of size, has a lasting impact and can be tailored to suit your giving preferences.

STOCKS + BONDS

A gift of appreciated securities offers an immediate charitable deduction for the stock’s full market value and avoids capital gains taxes.

BEQUEST IN A TRUST

A charitable bequest in your will or trust directs a gift to Shanta Village Partners after your lifetime, without affecting your current cash flow.

CHARITABLETRUSTS

This approach generates income for you while supporting Shanta’s mission, helping to meet living expenses and achieve philanthropic goals.

CHARITABLE GIFTS

A charitable gift annuity is a simple agreement where Shanta provides guaranteed annual income for the lifetime of one or more beneficiaries.

RETIREMENT ASSETS

Naming Shanta Village Partners as a beneficiary on an IRA, 401(k), life insurance policy, or other retirement account can help us achieve our goal of having all “overhead” costs covered by proceeds generated by the Founders Legacy Society.

LEAVING A LEGACY OF THRIVING COMMUNITIES

By joining the Founders Legacy Society, you pledge a gift in your estate or financial plans that supports sustainable, thriving communities for generations to come.

Joining the Legacy Society is Simple

  • Choose the type of bequest or estate gift you’d like to make.

  • Update your will to reflect your wishes.

  • Complete our Declaration of Legacy Support Form and let us know about your plans to support Shanta Village Partners.

Please ensure your gift is designated to Shanta Foundation Inc dba Shanta Village Partners.
Our nonprofit ID number is 20-4246752.

Request a Legacy Brochure
Contact Us

For more information on joining the Founders Legacy Society, please email Margery Poitras, Development Manager, at margery@shantavillagepartners.org or call 970-749-1198.