The Jeff and Melinda Underwood Legacy Society, named after former Lakeshore Foundation President Jeff Underwood and wife Melinda, who are charter members of Lakeshore’s legacy giving society, allows you to establish planned and legacy gifts that will support Lakeshore Foundation for years to come.
You can support the future of Lakeshore’s mission with:
- A will or testamentary gift
- A charitable gift annuity, charitable trust or other split-interest gift
- A certificate of deposit, life estate or other personal property
- A gift of life insurance, IRA designation or real estate deed
- An assignment of a royalty, patent, timber, mineral rights, lease or note
We have partnered with FreeWill to help you update or start your planned giving today.
Giving through a will, bequest or estate plan?
This online will-writing resource takes just 20 minutes to use, and helps you create your legal will and establish your legacy with Lakeshore at no immediate cost. Start your free plans today and kickstart your legacy with Lakeshore.
Have you already named Lakeshore Foundation in your estate plan?
Please fill out this form to record your bequest so we can update our records and thank you for supporting our vision: a world in which every person has the opportunity to achieve a healthy, active, independent life.
Do you have an IRA, 401(k), life insurance policy, or any additional accounts?
These are called “non-probate assets” and they need to be planned for separately, outside of your will. Using FreeWill’s online tool, you can log all of your assets, name Lakeshore Foundation as a beneficiary, and receive printable instructions on how to update your wishes.
Giving through stock?
FreeWill’s secure online tool can facilitate appreciated stock giving by making it easy for you to fill out the required forms to print and mail, or, if your brokerage permits, donate entirely electronically.
Giving through an IRA?
With FreeWill’s secure online tool, you can learn more about the benefits of IRA giving and fill out the necessary paperwork in 10 minutes or less. Additionally, you do not need to worry about looking for the correct forms or tax information to give money from your IRA — our tax information will already appear and any other instructions will be clear and easy to follow.
Every Gift Matters
Regardless of the size or percentage of your gift, you can make a difference for the future of our mission. For more information on legacy giving, please contact Development Coordinator Jacob Kinnebrew at or 205-313-7412. All inquiries are confidential.
For a full list of ways you can support our mission, visit our Ways to Give page.
