Follow the links below to learn more about the many ways to give.

Cash
Gifts in Kind
Pledge
Monthly Giving
Stock Transfer
Bequests
Gift Annuities
Host an Event
Host an Outreach Gathering

Outright Gifts

Cash
Please make checks payable to:

Munson Healthcare Regional Foundation
210 Beaumont Place
Traverse City, MI, 49684

or

Paul Oliver Foundation
224 Park Avenue
Frankfort, MI 49635
Top

Gifts in Kind
Many material items or services may be donated and are also appreciated. Please call before donating
large or valuable items at (231) 935-6482.
Top

Pledge
You may make your contribution over time — one year, three years, or five years for major gifts.
Top

Monthly Giving
To give monthly, please complete this form.
Top

Stock Transfer
To complete a stock transfer, please complete this form.
Top

Planned Giving and Charitable Gift Annuities

Bequests
Most often, a bequest is made as part of a person's will, stipulating that a dollar amount or percentage
of an estate be directed to Munson Healthcare, Munson Hospice, or Paul Oliver Foundation. Most bequests provide significant estate tax savings.

Many estates amassed through retirement planning today are made up in large part by IRAs, Keoghs, 401(k) plans, and profit-sharing plans. In many cases, substantial balances remain after the deaths of both the retiree and retiree’s spouse. When Munson Healthcare Regional Foundation or Paul Oliver Foundation is named as a beneficiary, income
and estate taxes may be avoided.

Bequests can be made by preparing a new will or adding a codicil to your present will or living trust. All legal documents should be prepared by and with the advice of your attorney.
Top

Gift Annuities
To create a gift annuity, a donor gives either cash, stock, bonds, or other securities valued at $10,000 or more to our Foundations today, and then receives fixed income payments for life. Charitable gift annuity interest rates are determined by your age.

Some of the benefits of establishing a gift annuity are:

• You have a guaranteed income for life, based on a competitive high rate of return.
• A federal income tax deduction is available for a portion of your gift.
• Part of each payment is free from federal income tax.
• There are possible capital gains tax and estate tax savings.
• You have the satisfaction of knowing that your generosity is helping to maintain quality health care in northern Michigan

Top

Gifts of Stock or Real Property
Gifts of Stock or Real Property are one of the most mutually beneficial and easiest ways to give to Munson Healthcare or Paul Oliver Foundation. Gifts of stock or property received are eligible for a tax deduction for the full market value on the date of the gift. Also, the donor avoids paying capital gains on the stock or real estate's increased value. Please consult your attorney or financial advisor about gifts of stock or property.
Top

Life Insurance
Life Insurance policies can also make a significant contribution. You may contribute a policy no longer needed, or name Munson Healthcare or Paul Oliver Foundation the primary or secondary beneficiary of an existing policy. The tax savings is excellent. Your attorney can assist you with this.
Top

Host an Event
For information on hosting an event benefiting the Foundations, please contact (231) 935-6482 or toll-free 1-866-927-6482, or (231) 352-2266.
Top

Host an Outreach Gathering
These informal gatherings are held in private homes. If you would enjoy hosting one of these events in your home, please contact the Regional Foundation at (231) 935-6482 or toll-free 1-866-927-6482.
Top

Because Munson Healthcare and Paul Oliver Foundation are nonprofit organizations, all gifts are tax deductible to the extent allowed by law.

A Permanent Place of Honor

Sometimes a hand-written thank you note just isn't enough. Major donors to Munson Healthcare Regional Foundation and Paul Oliver Foundation also receive recognition on one of our donor recognition walls in Munson Medical Center.

The Recognition Wall includes the names of those whose level of giving qualifies them to be members of Munson's designated giving "societies." Those societies include:

• Cornerstone Society: Giving levels of $10,000 and up over a lifetime
• Annual Leadership Giving Circle: Includes levels of annual giving of $1,000 and above

To make a donation or for more information, contact the Munson Healthcare Regional Foundation at (231) 935-6482 or toll-free 1-866-927-6482, or Paul Oliver Foundation at (231) 352-2266.

Munson Healthcare Regional Foundation
210 Beaumont Place
Traverse City, MI 49684
(231) 935-6482
1-866-927-6482

Paul Oliver Foundation
224 Park Avenue
Frankfort, MI 49635
(231) 352-2266
Top