Heritage Fund

Leave a legacy of clean water through the ShoreRivers Heritage Fund. This fund exists to support ShoreRivers for generations to come with three types of endowments:

  • Permanent Endowment: designed to grow with prudent investment while paying out a set percentage annually to support our programs and staff.

  • Unrestricted Endowment: board-designated, this endowment is similarly invested but can be accessed if necessary for a high impact initiative.

  • Mid-Shore Community Foundation Endowment: home for Charitable Gift Annuities established to benefit ShoreRivers in perpetuity, while benefiting the donors during their lifetime.

How to Give to the Heritage Fund

  • Bequest Intention - sample declaration: “I give, devise, and bequeath [amount, assent, or percentage] to ShoreRivers to be placed in the Heritage Fund.”

  • Life Income Gift - Charitable Gift Annuity, Charitable Remainder Trust, or Charitable Lead Trust

  • EndowMD - Tax credits for direct gifts to endowment at Mid-Shore Community Foundation

  • Real Property - Real estate, appreciated securities, or tangible property such as jewelry, art, or boats

  • Other - Life insurance, retirement plan beneficiary, or IRA Rollover

To learn more, contact Rebekah Hock, Director of Development at rhock@shorerivers.org.


Heritage Fund Spotlight

From grassroots organizers to current volunteer leaders to future river stewards, the Schumanns have created a lasting legacy of clean water. Pictured on their dock on the Chester, Ford and Marilee stand with their son Robin, and their daughter Brook sits with husband Brandon Hoy and their two sons Japhy and Ilex. They are a wonderful example of three generations who care for and nurture the Chester River.

Like the Schumann family, the ShoreRivers Heritage Fund supports healthy waterways for generations. Its professionally managed endowments are designed to grow with prudent investment to perpetually support our clean water programs, Riverkeepers and staff, and property. The ShoreRivers Heritage Fund is designed to span generations, assuring that your gift for clean rivers today continues to work for your children, grandchildren, and great-grandchildren.