Planned Giving

There are many ways to give a gift that will empower and our team is ready to help you discover how easy it can be. Email our Giving Team at krenac@baysidecc.org for more information about any of the following gift types or to discuss any alternate gifts that you would like to make to Bayside.

Stock, Mutual Funds & Marketable Securities, Electronic Transfers

Please call or email our Giving Team so we can ensure your gift is properly documented. Let us know that a gift is being transferred, and provide detail regarding:

• Approximate gift date and number of shares and/or approximate value

• Stock Type

• Broker’s Name, Address, Phone Number

• Type of Account Shares are Coming from (individual, family trust, etc.) Mutual fund gifts may require several weeks for processing. Please plan accordingly.

Stock Certificate, Hard Copy

You may hand-deliver or mail stock certificates to the attention of our Giving Team. We require a signed, signature guaranteed, stock power form and a letter of intent mailed in one envelope, and the stock certificate in another. Leave blank the “Assign Transfer To” section on either the stock certificate or stock power forms. We can provide you with stock power forms if needed.

Securities, Privately Held

Before you list the property, please contact our Giving Team. Bayside conducts due diligence before accepting privately held securities. We review the company’s audited financials and a third party valuation. We will work closely with you and your advisors to realize your gift.

Real Estate

CAN BAYSIDE FULFILL the associated fiduciary responsibilities of a real estate gift?

Retirement Assets

Please let our Giving Team know of your beneficiary intentions so that we may properly thank you and acknowledge your gift. Ask your IRA, 401k, or 403(b) administrator for a change of beneficiary form. Fill it out and return it, and send a copy to Bayside Community Center. If you are over age 70-½, you may also gift a Qualified Charitable Distribution (QCD). QCDs allow donors to give up to $100,000 of your required minimum distribution (RMD) to one or more charities from an IRA. Please connect your donor manager and your professional advisor(s) to gift a QCD.

Planned Gifts

Please let our Giving Team know of your planned giving intentions so that we may properly steward your wishes and acknowledge your gift. The most common planned gifts include charitable bequests from a will or living trust, charitable gift annuities, charitable remainder trusts, charitable lead trusts and life insurance policies. We can help by providing appropriate template language to you or your attorney. Planned gifts to Bayside Community Center ENTITLE YOU TO…