What to Give
Cash, Check or Credit Card
Lakeview Foundation welcomes gifts of cash, check or credit card, all of which provide immediate funds for Lakeview Foundation to direct to areas of Greatest Need (unrestricted support) or to a donor's program of choice. Gifts of cash, check or credit card are all tax deductable.
Assets
Gifts of Securities
Appreciated stocks, bonds, U.S. Treasury notes and bonds, and mutual funds make excellent gifts to Lakeview Foundation, and at the same time, result in additional tax savings for you. By gifting securities that have increased in value, you also receive a charitable tax deduction for the full market value of the assets, regardless of what you paid for them.
Andersen Stock
The Andersen Corporation has created a program that enables Andersen retirees and employees to use shares of Andersen stock for charitable giving. Andersen Corporation created this program with the First State Bank and Trust in Bayport and the St. Croix Valley Community Foundation.
Estate Gifts
Bequest
A will or living trust can be an effective way of making a gift to Lakeview Foundation while reducing the taxable portion of your estate. Learn more...
Retirement Plan
When you name Lakeview Foundation as beneficiary of your retirement plan, you retain the income benefits during your lifetime. After your death, Lakeview Foundation benefits according to your wishes, and your estate receives an income tax and estate tax deduction. Learn more...
Life Insurance
When you name Lakeview Foundation as beneficiary of your existing policy, after your death, Lakeview Foundation benefits according to your wishes, and your estate receives an income tax and estate tax deduction. Learn more...
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