Lakeside Ohio

Tax-deductible gifts to the Lakeside Fund will help ensure a successful and vital future for Lakeside Chautauqua. Unrestricted giving is among the most valuable of gifts Lakeside can receive. You might ask yourself, how do I give to Lakeside?


Make a Gift to Lakeside

Phone

You also have the option of providing credit card information over the phone by calling the Lakeside Chautauqua Foundation at (419) 798-5396.

Mail

Checks can be made payable to the Lakeside Chautauqua Foundation and mailed to 236 Walnut Avenue, Lakeside, OH 43440.


Plan a Gift

The Founders Society honors those who make a gift to Lakeside in the form of bequests, charitable remainder trusts, charitable lead trusts, life insurance policies, real estate and retirement plans.

Establishing these gifts requires the assistance of a knowledgeable advisor to ensure it is customized to fit individual needs. For more information on gift planning, contact your personal attorney or financial planner and the .(JavaScript must be enabled to view this email address) at (419) 798-5396. 


Transfer Stock

A gift through securities provides substantial tax benefits for you. The Lakeside Chautauqua Foundation encourages broker-handled electronic transfers only. Due to extensive paper work, stock certificates are not accepted.

In order to transfer stock, first notify the Lakeside Chautauqua Foundation of your intent by completing the Stock Donation Transfer Form. Then contact your broker with the following information for Lakeside Chautauqua's account at Merrill Lynch:

Merrill Lynch
Attn: Dickran Guerian
DTC Number: 5198
Account Name: The Lakeside Association Capital (Tax ID Number: 34-4427938)
Account Number: 6CT04226
Phone Number: (419) 891-2068


Matching Gifts

A matching gift is a donation from the company you work for or have retired from to a charitable organization of your designation. An increasing number of companies are offering matching gift opportunities for both employees and retirees. Each company varies in policy, as well as by their percentage of a match. 

Utilizing a matching gift is a significant and easy way to maximize the impact of your generosity to Lakeside Chautauqua. To see if your company has a matching gift program, check with your employer’s Human Resource/Personnel Office.


Volunteer

The Lakeside Chautauqua Foundation invites you to consider volunteering your time to raise financial gifts towards the Lakeside Fund as a Lakeside Fund Ambassador. This fund supports the Chautauqua program each year. Lakeside Fund Ambassadors make visits, phone calls and send personal emails to other Lakesiders and share what the community means to them. To learn more about this volunteer opportunity, contact the .(JavaScript must be enabled to view this email address) at (419) 798-5396.