Plan Your Gift
A planned gift is a meaningful way to help Arbor Circle fulfill our mission and contribute to our long-term sustainability.
Plan Your Gift
Prior to getting started, we encourage you to seek the advice of your financial, tax, or legal advisor. To discuss a planned gift with our staff, contact Director of Development Taylor Greenfield at tgreenfield@arborcircle.org or by calling 616.745.6325.
If you have already included Arbor Circle in your estate plans, thank you! Please consider completing and returning our Planned Giving Intention Form. Knowing your intentions allows us set priorities for the future while celebrating your generosity appropriately.
Beneficiary Designations
Naming Arbor Circle as a beneficiary on your financial accounts, retirement assets or insurance policies is a flexible and effective way to make a big impact. Please contact our Director of Development, Taylor Greenfield at tgreenfield@arborcircle.org or by calling 616.745.6325 for tax ID information to use with your beneficiary forms.
Donor Advised Funds
By recommending Arbor Circle for a one-time or recurring grant through your Donor Advised Fund, you can put your contribution to work as soon as possible.
If you would like to make a gift from your Donor Advised Fund, please use the following Federal EIN: 38-3263853. The organization’s full name is “Arbor Circle Corporation”.
Through Your Investments
If you would like to make a gift of stock or securities, through a mutual fund, or with an IRA Charitable Rollover, please contact our Director of Development, Taylor Greenfield at tgreenfield@arborcircle.org or by calling 616.745.6325. This will ensure that we both appropriately acknowledge your gift and that our bank is aware of any transfers.
Wills and Bequests
Leaving Arbor Circle a bequest as part of your will or living trust provides the opportunity to continue supporting our work while also providing for those you care about. You can leave a percentage or set amount of your overall estate or specific assets. Please contact our Director of Development, Taylor Greenfield at tgreenfield@arborcircle.org or by calling 616.745.6325 for tax ID information to use with your bequest language.
Endowment
Make a gift to the Arbor Circle Endowment Fund and support our long-term sustainability.
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