The Legacy Fund

The Legacy Fund

To ensure the land at Bear Creek Road remains in the Boddie family for generations, a whole life insurance policy has been established inside an irrevocable trust. The trust serves one purpose: to provide a fair, pre-funded mechanism for purchasing family interests if any family member ever wishes to sell.

HOW IT WORKS

• The policy builds cash value over time.
• If a family member wishes to sell their interest, the trust can purchase it at a professionally appraised value.
• The land itself is never sold to strangers. It stays in the family.

WHAT THIS MEANS FOR YOU

• You are not being asked to contribute money.
• You are being asked to support one principle: this land stays in the Boddie family.
• If you ever choose to sell, the trust gives you a fair path — without forcing a sale of the whole property.