About

A Legacy Of Giving

The Eagles Mere Foundation includes a collection of funds that have been created by generous individuals, families, non-profits, and businesses for charitable purposes.

You and your family can create a personalized legacy to benefit the Eagles Mere community permanently.

A charitable fund created through the Eagles Mere Foundation will provide you with the opportunity to preserve and protect this unique lakeside community with an enduring endowment in perpetuity.

The Eagles Mere Foundation Offers:

Permanence and Stability

Donors who endow their gifts can make a difference in the Eagles Mere community during their lifetime, and at the same time, contribute to supporting Eagles Mere forever. Grants will continue to be made in the name of the fund you established so that your charitable wishes are preserved, even if an organization receiving grants ceases to exist in the future.

Investment Capability

Financial industry experts, who make up the Foundation’s Investment Committee, provide their advice on investing your gift based on your investment objective. This custom, professional advice allows for donors to maximize the impact they can make on the Eagles Mere community. Assets are invested in no load funds that have some of the lowest management fees in the financial services industry. Critical to our services is the fact that there is no administrative fee charged by the Foundation for this oversight.

Simplicity

Accounts are readily available upon request.

Flexibility

One letter to make annual grants to all of your favorite Eagles Mere charities.

Contact us to learn how to build your legacy that will preserve Eagles Mere.

Who Are We?

Executive Committee:
President: Kathy Holmes
Vice President: Amy Shapiro
Secretary: Beth Blair
Treasurer: Henry Long
Trustees: Jon Walheim, Marria Walsh, Dennis Craig, Andy Rau, Will Ash

Investment Committee:
Tripp Pendleton, Scott Repke, Jon Walheim