Planned Giving

Lifesaver Legacy

A large part of the story at Sleeping Bear is of those who served at the U.S. Lifesaving Stations at Sleeping Bear Point and on the Manitou Islands, rescuing ships and passengers from the rough waters of Lake Michigan. Now the park is saving the stories and remnants of this maritime history, as well as the logging and agricultural life of their neighbors.

Those who have left bequests to Preserve Historic Sleeping Bear threw a life-line to protect some of this history after their lifetime…

Bequests 

Choosing to make a charitable bequest in your will or trust is a very personal thing, and a special way to perpetuate your passions and values to impact the places you care about. Whether with money or assets, you can leave a lasting legacy with a charitable bequest to Preserve Historic Sleeping Bear.

Preserve Historic Sleeping Bear is honored to have been the recipient of bequests that are making an impact in preserving our Sleeping Bear heritage.

Contact us today to discuss your wishes at 231-334-6103.

Beneficiary

You can also name a charity as the recipient of gifts from an Individual Retirement Account.  IRAs can be rolled over to a charity, avoiding a tax bill when you start taking distributions form the IRA.

An Insurance Policy is another way to leave a gift, in appropriate situations, or when you would love to leave more money than is affordable, or the policy can also be cashed out and made as a donation.

Contact us today to discuss your wishes at 231-334-6103.

Securities

The gifting of stock to a charity has several advantages over cash donations. In addition to the gratification of supporting a worthy cause, the transfer of appreciated stock will provide increased tax benefits, giving more to the charity at less of a cost to the giver.

Donating shares of appreciated stock, owned for one year or more, to a charitable organization, allows for a tax return deduction of the full current market value at the time of the contribution. This is a great deal for both the grantor and the charity, because the organization receives the entire benefit of
the gift and the grantor avoids gains taxes.

If you are interested in gifting stocks or bonds to PHSB, you can have your bank or broker make a transfer to our broker.  We will provide you with a transfer DTC number and the account number.