Planned Giving
Leaving A Legacy
God has blessed many of us with financial security and even abundance. And while we are to be responsible stewards of His gifts while we are here on earth, it’s a well-known statement that “You can’t take your treasure with you.”
Leaving a legacy gift provides you with an extraordinary opportunity to support the work of Gateway Mission both now and for generations to come. Your gift will create a lasting legacy of support to reach hurting and homeless people in our community, and share with them God’s love and mercy.
There are several ways you can support Gateway Mission through a planned gift:
Wills and Estate Planning
Do you have a will or revocable living trust? Have you included Gateway Mission in your estate planning? It’s easy to include Gateway Mission as a beneficiary in your will or living trust.
I’ve Already Included Gateway Mission In My Will.
Donor Advised Funds
Have you ever wished there was a way to give wisely and nimbly to numerous charitable organizations from one account?
A personal giving fund, known as a Donor Advised Fund (DAF), is an excellent choice for anyone who wants to simplify their giving and have the versatility to give whenever their heart feels inclined.
Charitable Gift Annuity
When you make a gift to Gateway Mission in exchange for a Charitable Gift Annuity, you’ll receive many benefits:
- An immediate tax deduction on a large portion of the gift
- Capital gains tax deferral
- If you donate appreciated securities, you won’t owe capital gains tax when you make the transfer either
- And increased income stream for life.
Stock
Do you own stock that has increased in value since you purchased it? Have you had it for more than one year? By transferring the shares directly to Gateway Mission, you’ll receive a valuable income tax deduction and reduce or even avoid the capital gains tax you would have paid if you sold the shares yourself.
Stock Gifts
Gateway Mission serves as a gateway to healthier, more productive lives. But we can’t do it without the support of our ministry partners… generous friends like YOU! A gift of stock is a great way to maximize the value of your investment fully by avoiding capital gains taxes while making a significant gift.
To make your stock donation, please follow the directions below. If you have any questions along the way, please call Gateway Mission at (616) 928-3449.
Electronic Transfer
The simplest way to make a gift of stock is to contact your broker and electronically transfer the stock from your account to our account at Baird.
1. To best ensure you are properly receipted for your gift, please take these steps when contacting Baird. Let them know:
Your name
Your phone number
Your broker’s name
The stock you are giving and the number of shares (e.g. 20 shares of Microsoft)
Our Baird Fund Name of Lakeshore Rescue Missions (DBA Gateway Mission).
Baird
616-394-9199
Contact: Steven Kiss
DTC#: 0547
Acct#: 51374869
Tax ID: 38-1734763
2. Notify Gateway Mission about your transfer.
Scott Mokma, Director of Constituent Services
smokma@hopefoundhere.org
(616) 928-3449
3. Confirm your transfer with your broker-advisor.
If you need assistance in gifting securities from a transfer agent, please download this document here.
Thank you again for partnering with Gateway Mission with this unique gift opportunity.
Plan For Your Future
Get Your Free Will
Questions?
For more information about how you can leave a legacy or donate stock to make an eternal impact, contact:
info@hopefoundhere.org | 616-396-2200
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