Ways to Give - Munson Foundation

We are grateful for gifts in any form. Whether you want to make an outright gift of cash now, or include Munson Healthcare in your estate planning, there are many ways to give. 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 our donor recognition walls.
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 or more over a lifetime
Annual Leadership Giving Circle: Includes levels of annual giving of $1,000 and above

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.

Estate gift stories


Clarine Olson		Jay and Judy Zrimec		John and Gina Erb		David and Cathie Martin

Cash

We are happy to accept cash and checks if that is what’s most convenient for you.
Please make checks payable to:

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

Paul Oliver Foundation
224 Park Avenue
Frankfort, MI 49635

Charitable Gift Annuity

You can create a Charitable Gift Annuity by donating $10,000 or more in either cash, stocks, bonds, or other securities. You will receive fixed income payments for life, based on interest rates that are determined by your age.

Some benefits of establishing a Charitable 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.

Charitable Gift Annuity stories


Cal and Verla Jamieson		Bob and Janice McKee

Gifts in Kind

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

Host an Event

For information on hosting an event to benefit the Foundations, please contact
(231) 935-6482 or 1-866-927-6482.

Host an Outreach Gathering

These informal gatherings are held in private homes. If you would enjoy hosting a gathering in your home, please contact the Regional Foundation at (231) 935-6482 or 1-866-927-6482.

Life Insurance

Life Insurance policies also can 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.

Memorial Gifts

A gift in memory of a loved one is a special way to honor them. Many people make annual contributions in memory of loved ones or to commemorate a special occasion. Special "in Honor of" gifts are a meaningful way to observe someone's birthday, anniversary, or other special occasion.

Monthly Giving

To give monthly, please complete this form.

Pledges

If it is more convenient for you to make your gift over time, we are happy to receive major gifts in pledges to be paid over one year, three years, or five years. We will be happy to meet with you and discuss the options.

Stock or Real Property

Gifts of stock or real property are among 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 adviser about gifts of stock or property. To complete a stock transfer, please complete this form.

Appreciated Stock story

Jock and Sue Denio

To make a donation or for more information, contact:

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