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Stock & IRA Gifts

     

Make a tax-wise move and donate securities or an IRA to The Marine Mammal Center!

 

Stock & IRA Gifts

The Center is grateful to accept gifts of publicly traded stocks, mutual funds, and bonds. Please call the Development Department at (415) 289-7335 to facilitate your gift. As with any gift to The Marine Mammal Center, please consult your tax advisor for the exact tax benefits for your charitable contribution.

We will need the following information:
• Brokerage/Financial Institution Name
• Broker/Contact Name
• Broker/Contact Phone#
• Anticipated Transfer Date
• Stock Name
• Number of Shares
• Purpose of the gift

Kindly include your name, address, email address and phone number so we can appropriately acknowledge and recognize you.

Download Stock Donation Instructions

Please be sure to inform us once you’ve made the transaction so we will be able to thank you for your generosity!

Special tax-free IRA charitable gifts by December 31

Congress has made it possible for those of you aged 70½ or older to make tax-favored charitable gifts from your traditional and Roth IRA accounts.

A total of up to $100,000 per individual may be transferred directly from your traditional or Roth IRA to one or more qualified charities, such as The Marine Mammal Center. This gift will be free from federal income tax. Amounts given in this way count toward your required IRA minimum withdrawal amounts.

To make such gifts, it is important that you have the gift amount distributed directly from your IRA to The Marine Mammal Center. We must receive your gift by December 31, 2017 in order for you to take advantage of the tax benefits for the 2017 year. For those of you with check writing privileges on your accounts, this may be the most efficient way to make gifts directly from your IRA.

Check with your IRA administrator or your tax advisor for more information.

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