For Trustees and Advisors
As you work with your clients to help them accomplish their charitable goals, we hope that you find the following information helpful. Please contact Lynn Weaver at 989-895-4728 or at Lynn.Weaver@mclaren.org for additional information.
McLaren Bay Medical Foundation (Tax ID#: 38-2156534) is a nonprofit, supporting organization created to receive and administer funds to support the mission of McLaren Bay Region and McLaren Bay Special Care. All contributions directly benefit the donor designated purpose and stay local.
About McLaren Bay Region
McLaren Bay Region is a 415-bed acute care hospital providing specialty, primary and preventative care located in Bay City, Michigan. Services include cardiovascular, neuroscience, women’s health, orthopedics, rehabilitation, home health and hospice care, EMS and oncology. The emergency department treats more than 45,000 patients a year.
McLaren Bay Region is affiliated with more than 50 educational institutions for training a wide variety of clinical personnel. As the regional leader in cardiovascular and neuroscience services, McLaren Bay Region’s employees provide quality care for patients throughout the Great Lakes Bay Region with a population of nearly 500,000.
Gifts from Wills and Trusts:
Please note, bequests may be designated for a specific hospital program or clinical area that the client is interested in and can be designated for endowment.
Sample Bequest Language
For balance or residue of estate after arrangements are made for family:
“After fulfilling all other provisions, I hereby give, devise and bequeath to McLaren Bay Medical Foundation, a nonprofit organization located at 1900 Columbus Ave., Bay City, MI 48708, Federal Tax ID #38-2156534, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for the area of greatest need at the time the gift is received.”
For percentage of estate:
“I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to McLaren Bay Medical Foundation, a nonprofit organization located at 1900 Columbus Ave., Bay City, MI 48708, Federal Tax ID #38-2156534, to be used for the area of greatest need at the time the gift is received.”
For specific dollar amount:
“I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to McLaren Bay Medical Foundation, a nonprofit organization located at 1900 Columbus Ave., Bay City, MI 48708, Federal Tax ID #38-2156534, to be used for the area of greatest need at the time the gift is received.”
For a contingent commitment gift:
“If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to McLaren Bay Medical Foundation, a nonprofit organization located at 1900 Columbus Ave., Bay City, MI 48708, Federal Tax ID #38-2156534, DESCRIPTION OF PROPERTY to be used for the area of greatest need at the time the gift is received.”
Appreciated Securities:
Please contact Lynn Weaver at 989-895-4728 to make arrangements for gifts of appreciated securities.
Beneficiary Gifts from Retirement Plans, Life Insurance, Brokerage Accounts or others with a beneficiary designation
The following information should be listed on the change of beneficiary form:
McLaren Bay Medical Foundation
EIN # 38-2156534
Incorporated in: Bay City, MI
IRA Qualified Charitable Distributions
McLaren Bay Medical Foundation is a 501(c)(3) charitable organization, categorized as a supporting organization under section 509(a)(3) of the tax code.
All intended QCD gifts must be made payable to: McLaren Bay Medical Foundation (EIN 38-2156534), a qualified charitable organization.
QCD gifts to the above organization should be mailed to:
McLaren Bay Medical Foundation
1900 Columbus Ave.
Bay City, MI 48708
Note to Advisors:
Please encourage your clients to inform us of their decision to leave a future gift so that we may thank them by offering membership in the Legacy Society program. If they prefer, the donor may opt in while remaining anonymous for recognition purposes.