Planned giving, also referred to as a legacy gift, is the act of planning a future gift to a nonprofit organization through your estate or long-term financial strategy. Unlike a donation made today, planned giving allows you to make a lasting impact- often without affecting your current financial resources.

Our mission is to support community initiatives that improve health and wellness in Stone and Taney counties.

At Skaggs Foundation, our mission is rooted in a simple but powerful belief that everyone deserves access to quality health and wellness resources, regardless of where they live or their ability to pay. Since 2002, we’ve worked to turn that belief into action by improving lives and strengthening communities across Stone and Taney counties.

Our long-term vision is both ambitious and local, to create a future where everyone in Stone and Taney counties can live a healthier, fuller life. To get there, we fund innovative, evidence-based initiatives that remove barriers to care, promote early intervention, and invest in wellness from the ground up. We focus not just on treatment but on prevention, education and sustainable change.

We focus on six key areas that reflect the most pressing needs in Stone and Taney counties and where our support can make a real, lasting difference.

Access to Care

Improving access to essential services through transportation assistance, mobile
outreach and telehealth so no one is left behind due to geography or income.

Child and Family Safety

Helping children and families thrive through safe environments, parenting resources,
crisis intervention, and protective services.

Dental Care

Providing access to screenings, cleanings, fluoride treatments, and restorative dental
care for children and families who might otherwise go without.

Healthy Lifestyles

Promoting wellness through physical activity, nutrition programs, chronic disease
prevention, and education that encourages lifelong healthy habits.

Mental Health

Supporting early intervention, school-based counseling, crisis care, and therapy
services that help individuals and families build resilience and emotional well-being.

Substance Use

Funding prevention, treatment, recovery support, and education efforts aimed at
reducing substance misuse and helping individuals reclaim their health and lives.

At Skaggs Foundation, we believe that every dollar entrusted to us is a reflection of a donor’s faith in our mission and we don’t take that lightly. Stewardship isn’t just a responsibility; it’s a promise.

Our financial practices are guided by transparency, accountability, and long-term sustainability. We undergo independent annual audits, and our investments are managed with a careful eye towards lasting impact. The Skaggs Legacy Endowment is one example of how we turn smart financial strategy into community transformation-allowing us to fund meaningful projects without touching the original principal.

When a donor gives to a specific program whether that’s meals for cancer patients, diabetic testing supplies or transportation assistance- we honor that intent fully. 100% of every designated gift goes directly to the cause.

Earning trust is one thing but keeping it is everything.

Legacy giving not only helps strengthen your community but it also brings meaningful benefits to you and your loved ones. Here are just a few reasons why this kind of giving is so impactful.

You leave a legacy rooted in your values

          Your support lives on through programs that improve health and wellness in
Stone and Taney counties.

You can support the causes that matter most

          Whether you direct your gift to a specific program or allow Skaggs Foundation to
use it where it’s needed most, your contribution will make a difference.

You may receive significant tax advantages

          Many types of legacy gifts can reduce estate taxes or income taxes- especially
gifts from retirement accounts or appreciated assets.

You inspire others to give

          Your legacy can be a powerful example to your family, friends and community.

Yes, we welcome designated gifts and are happy to work with you to align your legacy with the causes you care about most.

There are many ways to leave a legacy gift that fits everyone’s lifestyle and needs. Here are some of the most common ways people choose to leave a legacy gift to Skaggs Foundation.

Bequest in a Will or Trust

Name Skaggs Foundation as a beneficiary of a specific amount, a percentage or your
estate, or the remainder after other distributions.

IRA or Retirement Plan Beneficiary

Designate Skaggs Foundation to receive all or part of your retirement account- often a
tax-efficient option for charitable giving.

Life Insurance Policy

Name Skaggs Foundation as a beneficiary of an existing policy or donate a policy you
no longer need.

Donor-Advised Fund (DAF)

You can recommend that any remaining balance in your DAF be granted to Skaggs
Foundation after your lifetime.

Gifts of Real Estate or Appreciated Assets

In certain cases, non-cash assets like property or stocks may be gifted to support
Skaggs Foundation’s mission- offering possible tax advantages and lasting impact.

Creating a legacy is a personal and meaningful journey. Here is what you can do next:

Talk with your loved ones

Having open conversations with family members or trusted individuals helps ensure
your intentions are understood and respected.

Meet with your advisors

Work with your financial advisor or attorney to formalize your plans. You can download
this guide to support your discussions and document preparations.

Include Skaggs Foundation in your plan

Whether it’s a bequest in your will or naming us as a beneficiary on an account, your gift
will support a healthier future for Stone and Taney counties.

While not required, letting us know helps us thank you properly and ensures your gift is used exactly as you intended.

Here are some key items to include:

Legal Name: Skaggs Foundation
Address: 101 Skaggs Road, Suite 404, Branson, MO 65616
Phone: 417-348-8002
Email: [email protected]
Federal Tax ID: 300107007