Planned Giving
Planned Giving & Estate Planning
A Legacy of HOPE
Planned Giving and Estate Planning
There are many options for leaving a lasting philanthropic legacy through your will, estate, or long-term financial plans. Planned giving offers you an opportunity to impact the mission of Michael’s Place well into the future. By including Michael’s Place in your estate planning, you can ensure that future generations will have access to compassionate bereavement care that fosters hope and healing and builds a stronger community.
Here are a few ways to leave a planned gift:
- Bequests: Include Michael’s Place in your will or living trust. You can specify a dollar amount, a percentage of your estate, or particular assets.
- Trusts: Consider creating a charitable remainder or lead trust that balances your financial needs with your philanthropic goals.
- Retirement Plans and IRAs: A charitable rollover, also known as a qualified charitable distribution (QCD), allows IRA owners to donate money to a cause they care about, tax-free. Or, you may wish to designate Michael’s Place as a beneficiary of your retirement plan or IRA.
- Life Insurance: Name Michael’s Place as a beneficiary of a new or existing life insurance policy.
Benefits of Planned Giving
- Impactful Support: Your gift can make a significant difference in expanding our services and resources.
- Tax Advantages: Planned gifts may provide favorable tax benefits to you and your heirs.
- Personal Satisfaction: Knowing that your legacy supports a cause you care about deeply can be profoundly fulfilling.
How to Get Started
If you are considering making a planned gift, we recommend consulting with your financial advisor or estate planner to discuss the best options for you.
If you have already made a provision for Michael’s Place as part of your estate planning, letting us know can help Michael’s Place grow future support as well as ensure we fully understand your intentions.
Here are helpful forms to get started:
For assistance, please contact Connie Wintzinger, Development Director at (231) 947-6453 or by email at Connie@mymichaelsplace.net
M. Christine Dennos Legacy Society
We are grateful to acknowledge our cause champion and fearless founder, M. Christine Dennos, by naming our Legacy Society in her honor. Friends who include Michael’s Place in their estate plans are invited to join our M. Christine Dennos Legacy Society. This recognizes your commitment to our mission and allows us to keep you informed about mission impact and milestones.
Thank you for considering a planned gift to Michael’s Place. Your support ensures that we continue to provide a safe haven for those who are grieving now and for years to come. Your gift can make all the difference in the lives of those seeking to move from isolation to community, from despair to hope, and from pain to purpose.