Blog   Tagged ‘donate’

Fill Your ‘Share’ bottle this holiday season

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Starting young with financial education is a practice we encourage with all our clients. From basic budgeting to discussions on philanthropy, an early introduction to these topics can help kids and young adults form habits and goals that will benefit them, and others, throughout their lives.

One of our most popular concepts is making Spend, Save, Share jars to help practically and visually teach children how to allocate their money for different areas. This holiday season we’re teaming up with Shatto Milk Company, Ronald McDonald House Charities of Kansas City and Outreach International, to put a special emphasis on the Share jar.

Shatto recently released 8,000 bottles of its limited-edition Chocolate Peanut Butter milk — in a specially labeled “DONATE” bottle — with the intent to encourage families to talk about the importance of giving this holiday season.

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Consider joining in the fun by helping a young person in your life fill their Share jar. Here’s how it works:

  1. Purchase a bottle of Shatto’s limited-edition Chocolate Peanut Butter milk.
  2. Drink and enjoy the delicious milk.
  3. Wash and dry the DONATE milk bottle (or any other Shatto bottle you have).threewaystostartbudgeting
  4. Have a family conversation about your giving goals this holiday season.
  5. Discuss how this project fits within your budget.
  6. Determine how you want to collect the change to fill the bottle.
  7. Put your plan into action, and start collecting.
  8. Bring your filled Shatto bottle to a participating UMB Bank* to count the coins you’ve collected. Once your change is counted, UMB will distribute your donation to either the Ronald McDonald House Charities of Kansas City or Outreach International (or you can split your gift among both partner organizations).
  9. Repeat! You can bring in coins as many times as you would like before Dec. 31, 2016.

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To learn more about this partnership, find out how to help or to locate a participating UMB Bank location* to turn in coins, visit shattomilk.com/donate.

*All Kansas City area UMB locations are participating in this initiative, with the exception of the Westport location and the branch in Independence (at the intersection of 291 and 40 highways).

 

 

 

When you click links marked with the “‡” symbol, you will leave UMB’s website and go to websites that are not controlled by or affiliated with UMB. We have provided these links for your convenience. However, we do not endorse or guarantee any products or services you may view on other sites. Other websites may not follow the same privacy policies and security procedures that UMB does, so please review their policies and procedures carefully.


Jen Houston joined UMB in 2015 as community relations manager. In her role, she works to create volunteer opportunities and to be a resource for associates looking to get involved in their communities. Jen holds a Bachelor of Journalism degree and a Bachelor of Arts degree in Spanish from the University of Missouri – Columbia. She also holds a Master of Business Administration degree, with an emphasis in leading and managing people, from the University of Missouri – Kansas City, in addition to completing the Multimedia Studies Certificate Program at the Kansas City Art Institute.



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The Plan in Planned Giving

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Planned giving can be an important tool when planning for the future of your estate. Some may have a desire to give to non-profit organizations, including their alma mater, a medical research project or a favorite youth organization. Whatever your desire, make sure you work with an experienced financial partner that can help guide you through the process to ensure your goals can be met.

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First, what constitutes a meaningful gift?

Quite simply, any gift is a meaningful gift. Many people are under the impression that only the very wealthy can be philanthropic. However, this is not the case. Gifts of any size are greatly appreciated by non-profit organizations, especially now as economic challenges have affected many individuals’ ability to donate while the needs continue to grow.

Motivations for gifting

The reasons for gifting vary greatly depending on the individual. Compassion for those in need, an extension of a religious or spiritual commitment, desire to share good fortune with others and memorializing the lives of others are some of the most prevalent reasons for planned gifts. You should personally evaluate your motivation and goals, and keep them in mind when determining how and when you want to support a cause.

Selecting the “right” organization

There are many worthy organizations, and choosing the non-profit that best fits your giving intentions is extremely important. Once your inspiration for giving has been clearly identified, make a short-list of potential groups. Organizations should be carefully researched and vetted to ensure you are comfortable with the final decision. It’s important to learn about a specific topic or organization, so your philanthropy can be used in a meaningful way. Once one or more organizations have been selected, a financial partner can help you define your vision, determine how the gift will be distributed and then evaluate, when possible, how the gift has been used.

Gift Options

Another item to consider is the type of gift you may want to give. Many organizations have gift acceptance policies, which may exclude certain types of donations. Things like stocks, real estate, art or other items may be quite valuable, but you should have a conversation with the organization first to ensure they are able to accept these types of gifts.  

Planned giving is an extremely meaningful and personal investment. Taking the time to evaluate these types of questions can really help individuals and organizations make the most of charitable gifts.


Jan Leonard is senior vice president and managing director for charitable trusts, private foundations and fine art services. She joined UMB in 2003 and has more than 25 years of experience in the management of private and public organizations. Leonard earned a bachelor’s degree from Arkansas Tech University and a master’s degree in business administration from Ottawa University in Ottawa, Kan. She is also a graduate of the Cannon School of Foundation Management.



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