McLaren Bay Medical Foundation
Resources

Estate Planning Resources

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

• Estate Planning Meeting Handout provides you with a list of items to consider prior to meeting with an estate planning professional.
• The “Personal Record of Financial Information” will help you collect and organize information about your assets.

Explore These Legacy Gift Options

• Leave a "Legacy Gift in Your Will".
• "Beneficiary Designation" is a simple way to leave a gift of life insurance or a retirement plan.
• "The IRA Charitable Rollover. How to make a Qualified Charitable Distribution (QCD)."
• "Do you have a Donor Advised Fund" Consider a gift to McLaren Bay Medical Foundation.

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.