We accept a variety of gifts that range from simply writing a check to designating a bequest through your estate. Because we are recognized by the Internal Revenue Service as a public charity, you receive the maximum tax benefits allowed by law. Once your fund is established, you may add any amount to it at any time.

  (Charitable Tax Deductions)
 

Note: Contributions to Lakeshore Community Foundation represent irrevocable gifts subject to the legal and fiduciary control of Lakeshore Community Foundation's Board of Directors.

 

Cash

A gift of cash is the most popular type of charitable gift because of its simplicity.

Stocks, Bonds, Mutual Funds

Gifts of appreciated property in the form of stocks, bonds, or mutual funds represent the most common types of non-cash gifts. 

(Stock Delivery Instructions)

Retirement Assets

Retirement assets, such as an IRA, are some of the most tax efficient assets to transfer to a charity during your lifetime or upon your passing, and you preserve your hard-earned assets for the good of your community.

Bequest - Make a Gift in Your Will

A simple bequest in your Will can make a lasting gift to your community. You may give a specific dollar amount, property, such as stocks or bonds, or a percentage of your estate.

(Sample Language)

Charitable Lead Trust

With a charitable lead trust, you provide income to a charity, such as Lakeshore Community Foundation, and retain the principal. You determine how much will be paid to the charity and for how long. After the trust terminates, the remaining principal reverts back to you or to another designated individual.

Charitable Remainder Trust

With a charitable remainder trust, you provide income for yourself and/or a loved one for life or for a specified term.  At the end of the term, the remainder is paid to a charitable beneficiary such as Lakeshore Community Foundation.

Life Insurance

Life insurance is a simple way for you to give a significant gift to charity. If you name Lakeshore Community Foundation as the beneficiary of a policy,  your fund receives all or a portion of the proceeds from the policy after your lifetime.

Real Property

Real property assets, such as a home, can be used for a charitable gift. Our staff will be happy to discuss with you the process and details of making such a gift.