Ways to Give

A cash gift is the simplest way to give, and can be done online or by mailing a check. Gifts to the Community Foundation are tax-deductible.

• Donate Online: Make a secure online gift to an existing fund.
• Mail a Check to 800 Cottageview Dr. Ste. 1040, Traverse City, MI 49684. Please make your check payable to the Grand Traverse Regional Community Foundation with the fund to which you are giving noted in the memo line.

Giving stocks, bonds, or other securities is a simple and meaningful way to support the Community Foundation. Plus, when you donate appreciated securities, you can avoid the capital gains taxes you’d owe if you sold them yourself. Please reach out to us for more information.

A planned gift is a thoughtful way to ensure your charitable wishes live on. These gifts are typically fulfilled later—often after your lifetime—when your assets are no longer needed. You can set this up by naming the Grand Traverse Regional Community Foundation as a beneficiary in your will, trust, or another estate document. When you do, you become part of our Community Guardian Legacy Society. Learn more about becoming a Community Guardian.

A bequest in your will or charitable trust allows you to use and enjoy your assets throughout your life while still making a meaningful gift to the Community Foundation in the future. This type of gift lets you support the causes you care about most at the end of your lifetime. By choosing this option, you also become a member of our Community Guardian Legacy Society. Learn more about becoming a Community Guardian.

Life insurance can be an easy and accessible way to make a lasting gift. If you have a policy you no longer need, you can donate it to the Community Foundation by naming us as the beneficiary. You can also transfer the policy during your lifetime, which may qualify you for an income tax deduction.

Retirement assets, like life insurance, can be easily gifted to the Community Foundation after your lifetime by simply updating your beneficiary designation. Donating these assets can also help reduce income taxes for your family and may lower estate taxes. We encourage you to talk with your financial, tax, or wealth advisor to determine what option works best for you.

With a Charitable Remainder Trust, you set up a separate trust that first benefits you or loved ones you designate, and then ultimately supports the Community Foundation. Different versions of this trust exist so you can find one that matches your situation.