McLaren Bay Medical Foundation

Estate Planning Resources

Working with professional advisors, we have prepared documents to help you through the estate planning process:

Explore These Legacy Gift Options

Resources from Advisors

Working with local advisors, McLaren Bay Medical Foundation strives to be a resource for our community and provide information that helps you accomplish your philanthropic goals.

Giving Appreciated Stocks
If you have appreciated stocks and want to save on capital gains taxes, giving those stocks to charity is a great way to avoid those taxes as you support your community. Find out more in this article by Dave Quimby, CPA, at Weinlander Fitzhugh.

Qualified Charitable Distributions
Are you at least 72 years old? Find out how you can save taxes by donating your required minimum distribution from your IRA to charity. Dave Quimby, CPA, at Weinlander Fitzhugh will explain it all in this article.