Bartholomew Society Member Stories: Jim Riffle
Native by Choice...
He's not a native of
Jim is the newest member of The Bartholomew Society and welcomes the opportunity to share why he joined. He believes Heritage Fund does a good job providing help when needed – for a wide variety of causes. “It’s (Heritage Fund) going to be there, to do what’s right” long after I’m gone. He realizes by leaving a legacy through his estate, it gives him the opportunity to share “after the fact”, rather than now in an uncertain economic climate.
Jim and his wife Mimi, already give a lot back to the community. Mimi, a retired teacher, and Jim, retired from Cummins, Inc., are particularly passionate about kids and young people. Jim has been active in Kiwanis (including the current annual Duck Splash) and has been a Boy Scout leader. He was also a
Jim feels strongly about gifting IRA’s to not-for-profits. The donor gets “more bang for the buck” because 100% of the IRA can go directly to the organization without any taxes due. It is important to Jim and Mimi to not waste what they have worked for.
Both Jim and Mimi are grateful to the generous donors who helped create the community environment they now enjoy, and they both appreciate the chance to “pay it forward” for the future “new” natives of Bartholomew County.
It is easy to become a Bartholomew Society member. Simply contact the professionals advising you on estate planning or contact us at (812) 376.7772 or on the web at info@heritagefundbc.