Planned Giving
Leave a Legacy
Mackinac evokes so many memories and images of a special place that has allowed individuals and families to create memories and unique experiences. In managing more than 80% of Mackinac Island and the properties at Michilimackinac State Park and Mill Creek State Park in Mackinaw City, Mackinac State Historic Parks has the unique ability to protect and preserve the most treasured natural and historical resources in the Straits of Mackinac. Through the Mackinac Associates Legacy Society, you can help preserve these wonderful resources for generations to come.
With a bequest, many of us will be able to make a larger gift than is possible in our lifetime. There are many ways to give to Mackinac Associates. Common considerations are remembering Mackinac Associates in your will or gifts of retirement assets. We encourage you to consider Mackinac Associates when naming recipients of memorial gifts.
We hope you keep Mackinac Associates in mind as you meet with your tax advisors and estate planning attorneys. If you have already remembered us in your estate planning please let us know so that we can enroll you in the Legacy Society and extend our gratitude and provide the recognition you deserve.
Legacy Society members will be recognized in Curiosities and on our website. You will also be invited to a recognition event and receive a copy of a publication from Mackinac State Historic Parks. To learn more, download our planned giving guide.
why we give…
“For the past 40 years I have had the opportunity to witness the outstanding support that Mackinac Associates has provided Mackinac State Historic Parks. Many major projects would not have been possible without the generosity of Mackinac Associates. In the midst of a rapidly changing world, Mackinac State Historic Parks, with the support of Mackinac Associates, carries the important mantle of protecting, preserving, and presenting our rich history and magnificent natural resources for current and future generations. Valerie and I are honored to continue to support these efforts through annual appeals and the planned giving program.”
-Phil and Valerie Porter
“As summer residents of Mackinac Island Lisa and I continue to be so impressed by the ways that the Mackinac State Historic Parks have made historic preservation come alive through programs and activities that weave the past into current focus for all to enjoy.
Mackinac Associates plays a vital role in working with the Commission and staff in protecting and preserving our historical record of this region by funding these unique sites and its interpretation of how the past is intertwined with our wishes to be a part of a community that appreciates the places around us.
That is why Lisa and I have committed to being planned giving supporters of Mackinac Associates and their commitment to engage, support, and encourage all of us to strengthen our community and emphasize the power of place in making history relevant to modern life. We encourage you join us in this partnership role for future generations to learn and enjoy.”
-Pete Pellerito, Lisa Brock and Family
Resources
Commitment Form
If you have included Mackinac Associates in your will or estate plans, please let us know so that we can properly thank you and ensure you receive the benefits associated with the Legacy Society.
To help us acknowledge your gift properly, please download and return this form.
Sample Language for Bequests:
“I give and bequeath the sum of $ _______ [or description of other assets] to Mackinac Associates (tax ID 38-2328863), 207 W. Sinclair, Mackinaw City, MI 49701, to be used for general purposes.”
Mackinac Associates can be named as a beneficiary of a retirement fund [e.g., IRA, 401(k), 403 (b)], or a life insurance policy.
Mackinac Associates is a tax-exempt, 501(c)3 organization. We encourage you to consult with your financial advisor or attorney when making a planned gift. For more information contact Mackinac Associates at (231)436-4100.
Types of Gifts
General Bequest: This is an outright bequest in your will or revocable trust can be done as a percentage of the estate or a specific dollar amount.
Residuary Bequest: This is an outright bequest of the “rest, residue and remainder” of your estate after all other bequests, debts and taxes have been paid.
Contingent Bequest: This is a bequest made on the condition that a certain event must occur before distribution to the beneficiary. The bequest is specific in nature and is effective only if the condition is met.
Beneficiary Designation: you can designate our organization as a beneficiary of a retirement, investment or bank account or your life insurance policy.
Gifts of Stocks and Bonds: Donating appreciated securities, including stocks or bonds.
Gifts by Estate Note: You make an estate note to pay off a pledge from estate assets in case the pledge remains unpaid at the time of death.
Tangible Personal Property or Real Estate: please contact us to discuss specifics before designating a gift of this type.