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 gifts
For those aged 70½ or older, you can now make tax-favored charitable gifts from your traditional and Roth IRA accounts.
On December 18, 2015 Congress passed legislation retroactively extending the charitable IRA rollover for 2015 and makes this provision permanent for future years. A total of up to $100,000 can be transferred directly from traditional or Roth IRAs to one or more qualified charities such as The Marine Mammal Center free from federal income tax each year. There may also be state income tax savings. Amounts given in this way count toward required IRA minimum withdrawal amounts for the year of the gift.
To make such gifts, it is important to not withdraw funds prior to a gift, but have the gift amount distributed directly from an IRA to one or more qualified charities. For those with check writing privileges on their accounts, this may be the most efficient way to make gifts directly from an IRA.
Check with us, your IRA administrator or your tax advisor for more information.