Leaving a legacy

Making a lasting impact beyond your lifetime

Legacy giving lets you make a lasting impact on the lives of future generations, far beyond the measure of your lifetime.

It is the best way to benefit a cause or charity that you care about now and in the future. By making a legacy gift, you provide enduring support to the causes that matter most to you, while securing your own legacy forever. You may also leave your gift unrestricted to provide flexibility in meeting the evolving needs of the community.

To plan a legacy gift, you can start by setting up a donor-advised fund in your name or in memory of a loved one. Giving in memory lets a family celebrate the life of a loved one by supporting a cause close to their hearts.

Types of legacy gifts

The simplest way to make a lasting gift is to make a bequest through your will. The bequest can be for a specific amount, a percentage or residue of your estate. These gifts can include:
  • Cash
  • CPF monies
    Nominate CFS as a beneficiary of your CPF monies.
  • Insurance policies
    Designate CFS as a beneficiary of your insurance policies.
  • Marketable securities
    Includes equities, bonds and unit trusts traded in listed stock exchanges.
  • Marketable assets
    Includes real estate, art, antiques and jewellery.

Why give with CFS

With CFS, you can be assured that your charitable intent will be honoured and your giving meaningful and impactful. As your trusted legacy partner, we will:

  • Carry out your wishes
    We will honour your wishes and ensure that your fund is used prudently to help the community and directed to the charitable causes you care about most.
  • Invest your gift wisely
    Should you choose an endowment fund, we will work with investment experts to help grow your fund so that the reach of your legacy will be extended over time.
  • Ensure that your gift has a lasting impact
    Whether flow-through or endowment fund, we will ensure that your legacy gift will always make an impact no matter what your charitable interests are.

To get started on planning your legacy, get in touch with us today or call 6550 9529.

Download our legacy giving brochure

For legal and policy reasons, CFS may not be able to accept every legacy gift as specified. Speak with us so that we can help you plan your legacy gift and ensure that it goes towards the intended purpose.

Frequently Asked Questions

You can start by establishing a fund with CFS. This fund will then be named as a beneficiary to receive your assets in accordance to your will, CPF and insurance nominations.
You can bequest a portion of your estate as gifts, including:
  • Cash
  • CPF monies
    Nominate CFS as a beneficiary of your CPF monies.
  • Insurance policies
    Designate CFS as the beneficiary of your insurance policies.
  • Marketable securities
    Includes equities, bonds and unit trusts traded in listed stock exchanges.
  • Marketable assets
    Includes real estate, art, antiques and jewellery.

If you already have a fund with CFS, you may direct a portion of your estate as a contribution to your existing flow through or endowment fund. Alternatively, you may include a directive in your will to establish a fund with CFS. To learn more about leaving a legacy gift, please get in touch with us.

Nominate CFS as a beneficiary of your CPF monies using a nomination form obtained from the CPF Board office.
When you purchase or review your insurance policies, you can designate CFS as a beneficiary.
It will be helpful to inform CFS if you intend to include a gift to CFS in your will. You may do so by filling in the Legacy Pledge Form.
If you already have a fund, you can invite your family to form a Grant Advisory Committee to give recommendations to CFS with regards to the selection of charities and programmes in line with the charitable objectives in your deed.
We suggest that you consult your accountant or lawyer.
  1. Sign the deed to set up your fund.
  2. Work with your lawyer to update your will.
  3. Inform CPF or insurance agent.
  4. Appoint a Grant Advisory Committee (your family).
  5. Inform CFS of your intentions using the Legacy Pledge Form.