Make A Gift

Thank you for your interest in making a gift to Lakeshore Foundation. Your visit to this page reflects an awareness of the significant investment required to maintain a state-of-the-art health, fitness, recreation and training facility, to recruit and maintain a professional team of compassionate and skilled employees, to comprehensively respond to the existing and unforeseen needs associated with having a physical disability, and to provide the resources, services and programs appropriate today and in the years ahead.

Ways to Give

Honor Someone with a Tribute or Memorial Gift

Planned Giving

Donate by Credit Card Now

Download a Pledge Card

For more information, please contact Natalie Hausman-Weiss at 205.313.7420 or natalieh@lakeshore.org. There is no cost or obligation to you and all conversations are confidential.

Lakeshore Foundation is a qualified, 501(c)3 non-profit recognized by the Office of the Alabama Attorney General and the Internal Revenue Service.  If you file an itemized tax return, your contributions are tax deductible and receive the maximum available benefit.

Again, thank you for considering Lakeshore Foundation as a beneficiary of your generosity.

Ways to Give

Cash
Immediate donations by check or credit card (VISA, MasterCard) are vital to sustain ongoing programs benefiting more than 3,500 youth and adults. Your gift can help provide scholarships, replace aging equipment, or support programs.

Please designate a gift to one of Lakeshore's major program initiatives (listed below) or make an unrestricted gift to support the area of greatest need.

• Youth Sports

• Health Promotion

• Injured Military Programs

• Program Scholarships

• Annual Membership for Seniors

• Paralympic Sports

Tax Advantages: A gift of cash in support of Lakeshore entitles you to an immediate charitable tax deduction at the maximum rate of up to 50 percent of your adjusted gross income. If all deductible gifts in any year exceed the 50 percent limit, the excess amount may be carried over as a deduction for up to five (5) additional years.

By Check: Make checks payable to:

Lakeshore Foundation
4000 Ridgeway Drive
Birmingham, AL 35209

Download Pledge Card to Accompany Your Donation

By Credit Card: Make a donation online today or setup a monthly contribution by using the easy and convenient Just Give secure website located on this page, or call us at 205.313.7420 to process your gift over the telephone.

Tributes and Memorials
Lakeshore welcomes gifts made in honor or in memory of an individual. Please provide the individual's complete name, whether the gift is an honorarium or memorial, and the name and address where the acknowledgment should be sent. Please note if memorials are for a recent death or as an anniversary remembrance. These gifts are further recognized in The Soaring Spirit, Lakeshore's annual magazine.

Securities
Appreciated publicly traded securities (stocks, bonds, and mutual funds) are cost saving gifts that can be transferred to Lakeshore. These donations provide immediate support for ongoing services and programs, and scholarships.

Tax Advantages: Before making a large gift of cash, it is always recommended to consider using appreciated stock to gain the added benefit of avoiding capital gains tax. You receive a charitable tax deduction for the current market value on the date of the gift. In order to take a deduction as a long-term asset, you must have owned the securities for at least one year and one day. Securities are deductible up to 30 percent of your adjusted gross income in the year of the gift, and like cash, the excess amount may be carried over for up to five (5) additional years. A gift of securities can also be used to fund an income producing contract that qualifies for a charitable tax deduction. For more information please contact the Development Office or visit the Planned Gift link.

Delivery Instructions: To ensure receipt of securities, please contact Natalie Hausman-Weiss at 205.313.7420 or natalieh@lakeshore.org to receive delivery instructions.

Real Estate
Gifts of real estate made to Lakeshore Foundation receive i) a charitable tax deduction based on the current appraised value of the property, ii) bypass capital gain tax, iii) can be used to fund a contract that provides you income for life, and iv) demonstrates your commitment to Lakeshore's future. Please contact Natalie Hausman-Weiss at 205.313.7420 or natalieh@lakeshore.org to discuss your gift.

Honor Someone Today with a Tribute or Memorial Gift

Lakeshore Foundation is not rendering legal or tax advice. The information on this page is for educational purposes only. Advice from an attorney, accountant or other professional advisory should be obtained when making financial or estate planning decisions.

Lakeshore welcomes gifts made in honor or in memory of an individual. Please download a tribute/memorial gift form and provide the individual's complete name, whether the gift is an honorarium or memorial, and the name and address where the acknowledgment should be sent. Please note if memorials are for a recent death or as an anniversary remembrance. These gifts are further recognized in The Soaring Spirit, Lakeshore's annual magazine.

Make a Tribute or Memorial Gift by Credit Card Instantly Online or over the phone at 205-313-7420

If giving by check, send to:

Lakeshore Foundation
4000 Ridgeway Drive
Birmingham, AL 35209

For additional information, please contact Natalie Hausman-Weiss at 205-313-7420 or natalieh@lakeshore.org.

Planned Giving

Physical disabilities have changed a great deal since Lakeshore was founded in 1984. Our mission has broadened to provide services to more people in need of our help. To sustain this work and to address the needs of the future, Lakeshore welcomes deferred gifts arranged through your will or estate plan. There are several planning tools listed below that can assist you in providing a future gift to Lakeshore Foundation.

Please contact Natalie Hausman-Weiss at 205.313.7420 or natalieh@lakeshore.org for more information or to receive the supporting materials referenced below.

The Boundless Legacy Society
Planned gifts to Lakeshore represent a very personal designation. To recognize this level of commitment Lakeshore Foundation has established The Boundless Legacy Society to perpetually honor these generous individuals and couples. Upon completing a deferred gift benefiting Lakeshore, you are invited to sign a Letter of Commitment to be enrolled as a public or anonymous member of the Society.

Wills and Estate Plans
The most frequently used planned giving vehicle is the will. Through a will, or a codicil amending a will, you can instruct that Lakeshore receive personal property that you own, or you can make a gift of a set dollar amount, a percentage of your estate or the residue once other provisions are completed. Sample will language is available from the Development Office.

Life Insurance
There are various reasons for purchasing life insurance which can change over time. Since insurance is a contract, it can be assigned to Lakeshore Foundation by completing a "change of beneficiary" form available from your insurance company at no cost. Another option is to donate the policy during your life and take an immediate tax deduction for the present value of the policy. Depending on your age and estate planning objectives, giving life insurance to Lakeshore may also reduce estate taxes.

Life Estate Agreement
Under this agreement, you can give Lakeshore a personal residence or a farm where you live for more than 14 days per year, including a lake or beach home. You retain the use and any income generated by the property for as long as you live. You receive an immediate charitable tax deduction based on the fair market value of the property. You continue to take care of the property, pay the taxes and maintain insurance protection. Because you have made an irrevocable gift of the property by contract, it becomes Lakeshore's property upon your death. Since probate takes a minimum of six months, this avoids your property from being vacant, uninsured and subject to devaluation. Please contact the Development Office for more information and detailed guidelines.

Qualified Retirement Plans (IRA, Keogh, 401k, 403b)
Your qualified retirement plan is the most heavily taxed asset when left to heirs; therefore, it is the best asset to use in making a charitable gift to Lakeshore. By naming Lakeshore Foundation as the beneficiary, your accumulated assets will pass at 100 percent of their value to support our charitable work. Qualified retirement plans are also contracts, so there are no administrative costs in adding Lakeshore as a beneficiary. Contact your IRA custodian or administrator to receive a change of beneficiary form.

Life Income Trusts & Contracts
These charitable agreements are widely used in other parts of the country but have not become that prevalent in the southeast. They require legal counsel in drafting the trust document and a trustee to administer the assets; however, they allow you, or another named beneficiary, to receive income during life or for a term of years and you receive a significant charitable tax deduction. These trusts can be a meaningful way to provide income for aging parents, children in college or for the needs of a grandchild. Our development staff can assist you in executing a charitable trust to meet your needs and provide a lasting gift to Lakeshore.

Charitable Gift Annuities
Lakeshore is registered with the Alabama Securities Commission to offer Charitable Gift Annuity (CGA) contracts. This giving vehicle, like charitable trusts, provides income for life either immediately or as a deferred option to support retirement needs. Unlike a charitable trust, the CGA requires no legal fees. Please contact the Development Office for documents or to receive a personal CGA illustration. Please see the sample charts of current CGA rates below:

One Life Rates

Two Life Rates