Life Insurance
You may give a bequest of life insurance in a lump sum payment upon the death of the insured or an outright gift of a life insurance policy to Bay View. You should name Bay View as owner and beneficiary of the policy.
Real Estate
You may give Bay View a gift of real estate if ownership is identified, established and title is provided. Property can be commercial, industrial, farm or vacant land. A real estate gift to Bay View is governed by the law of the state in which it is located.
Securities/Stock
You may choose to give securities to Bay View that include publicly traded stocks and/or mutual funds. Bay View encourages broker-handled electronic funds only. Due to excessive paperwork, stock certificates are not accepted.
In order to transfer stock, first notify Bay View of your intent by completing the Stock Donation Transfer Information Form. Then contact your broker with the following information for Bay View’s account at Raymond James:
Raymond James
Attn: David Farley
DTC Number: 0725
Account Name: The Bay View Association (Tax ID Number: 38-0333680)
Account Number: 35548682
Phone Number: (231) 347-3961
Tangible Personal Property
You may choose to give tangible personal property such as; art work, jewelry, automobile, etc. to Bay View. Personal property is sold and the value of the gift goes directly to the Bay View Association.
Cash
You may give cash as an unrestricted gift or designate the use of your cash gift to the Bay View Association.
Bequest
Assets allow a donor to make a bequest to the Bay View Association. Make your bequest to Bay View through your will in addition to creating a revocable trust.
The Will
Assets allow for a donor to make a charitable gift to Bay View through an estate. A will must go through probate.
Endowed Gift
A named endowed fund at Bay View of $10,000 offers you an opportunity to pay lasting tribute to a loved one or to honor a person who is living. Your gift may be used to support any program or activity that you designate.