Munson Healthcare Regional Foundation and Paul Oliver Foundation have relied on generous community support for several decades to support projects and programs that are integral to achieving high quality standards in health care. Recent successful campaigns for the Smith Family Breast Health Center and the Paul Oliver Memorial Hospital renovation projects are
evidence of our donor's belief in the importance and value of their support. We truthfully
wouldn't win awards and remain in the Top 100 without our donors.
If you have a question about making a charitable gift, please call the Munson Healthcare
Regional Foundation at (231) 935-6482 or toll-free 1-866-927-6482, or the Paul Oliver Foundation at (231) 352-2266.
Munson Healthcare Regional
Foundation 210 Beaumont Place
Traverse City, MI, 49684
or
Paul Oliver Foundation
224 Park Avenue
Frankfort, MI 49635
Gifts in Kind
Many material items or services may be donated and are also appreciated. Please call before donating
large or valuable items at (231) 935-6482.
Pledge
You may make your contribution over time — one year, three
years, or five years for major gifts.
Monthly Giving
To give monthly, please complete this form.
Stock Transfer
To complete a stock transfer, please complete this form.
Planned Giving and Charitable Gift Annuities
Bequests Most often, a bequest is made as part of a person's will, stipulating that a dollar amount or percentage
of an estate be directed to Munson Healthcare, Munson Hospice, or Paul Oliver Foundation. Most bequests
provide significant estate tax savings.
Many estates amassed through retirement planning today are made up in large part by IRAs, Keoghs, 401(k) plans, and profit-sharing plans. In many cases, substantial balances remain after the deaths of both the retiree and retiree’s spouse. When Munson Healthcare Regional Foundation or Paul Oliver Foundation is named as a beneficiary, income
and estate taxes may be avoided.
Bequests can be made by preparing a new will or adding a codicil to your present will or living trust. All legal documents should be prepared by and with the advice of your attorney.
Gift Annuities To create a gift annuity, a donor gives either cash, stock, bonds, or other securities valued at $10,000 or more to our Foundations today, and then receives fixed income payments for life. Charitable gift annuity interest rates are determined by your age.
Some of the benefits of establishing a gift annuity are:
You have a guaranteed income for life, based on a competitive high rate of return.
A federal income tax deduction is available for a portion of your gift.
Part of each payment is free from federal income tax.
There are possible capital gains tax and estate tax savings.
You have the satisfaction of knowing that your generosity is helping to maintain quality health care in northern Michigan
Gifts of Stock or Real Property Gifts of Stock or Real Property are one of the most mutually beneficial and easiest ways to give to Munson
Healthcare or Paul Oliver Foundation. Gifts of stock or property received are eligible for a tax deduction for the full market value on the date of the gift. Also, the donor avoids paying capital gains on the stock or real estate's increased value. Please consult your attorney or financial advisor about gifts of stock or property.
Life Insurance Life Insurance policies can also make a significant contribution. You may contribute a policy no longer needed, or name Munson Healthcare or Paul Oliver Foundation the primary
or secondary beneficiary of an existing policy. The tax savings is excellent. Your attorney can assist you with this.
Host an Event
For information on hosting an event benefiting the Foundations, please contact (231) 935-6482 or toll-free 1-866-927-6482, or (231) 352-2266.
Host an Outreach Gathering
These
informal gatherings are held in private homes. If you would
enjoy hosting one of these events in your home, please contact
the Regional Foundation at (231) 935-6482 or toll-free 1-866-927-6482.
Because Munson Healthcare and Paul Oliver Foundation are nonprofit organizations, all gifts are tax deductible
to the extent allowed by law.
A Permanent Place of Honor
Sometimes a hand-written thank you note just isn't enough. Major donors to Munson Healthcare Regional Foundation and Paul Oliver Foundation also receive recognition on one of our donor recognition walls in Munson Medical Center.
The Recognition Wall includes the names of those
whose level of giving qualifies them to be members of Munson's
designated giving "societies."
Those societies include:
Cornerstone Society: Giving levels of $10,000 and up over a lifetime
Annual Leadership Giving Circle: Includes levels of annual giving of $1,000 and above
To make a donation or for more information, contact
the Munson Healthcare Regional Foundation at (231) 935-6482 or toll-free 1-866-927-6482, or Paul Oliver Memorial Hospital Foundation at (231) 352-2266.
Munson Healthcare Regional Foundation
210 Beaumont Place
Traverse City, MI 49684 (231) 935-6482 1-866-927-6482
Paul Oliver Foundation
224 Park Avenue
Frankfort, MI 49635 (231) 352-2266
If you are a Munson Healthcare patient and have a compliment,
concern, or complaint, please contact one of our Patient
Liaisons.
