Other Ways to Give
Your donation will help ensure that seniors have access to our vital programs and services. When you decide to give, you can designate your gift to one of our programs, or to the greatest need, which means we’ll use the funds where we see them having the biggest impact given our other sources of funding. Below are a number of different ways to donate.
Monetary Donations
Peninsula Volunteers, Inc.
800 Middle Avenue
Estate Planning
Are we included in your estate plans? Name Peninsula Volunteers, Inc. in your estate plans as am beneficiary and/or a beneficiary of your retirement plan accounts. Let us know so that we can say thank you and add you to our growing Heritage Society.
When you name us in your estate plan, your gift will pass to us tax-free. Remember that assets in your IRA, 401{k) or other qualified retirement plan accounts remain subject to income tax when distributed to your heirs. If you name us as a beneficiary of all or part of your plan, your gift will pass to us tax-free. Peninsula Volunteers, Inc. is a duly recognized charitable organization under section 501 {c){3) of the Internal Revenue code.
How to do: In your estate planning documents, have your estate planning attorney enter:
“Peninsula Volunteers, Inc., Menlo Park, CA, Tax ID #94-1294939 for greatest need”
You can specify a percentage of your estate or enter a preferred monetary amount
Legacy Giving
Donate appreciated stock or property to Peninsula Volunteers, Inc. Consider a gift of appreciated stock or property to PVI. Transfer stock shares directly to us from your brokerage or investment firm and you may qualify for an income tax charitable deduction and eliminate capital gains tax.
Note: If you sell shares of stock or bond funds first and then direct the proceeds to a charity, the sale is subject to capital gains tax — which reduces the tax benefit of your gift. You’ll be responsible for a tax on any profits you make from the sale as additional income.
The limitation on charitable gifts of long-term appreciated property to public charities will remain at 30 percent of your adjusted gross income. You can still carry over any excess for up to five additional years.
How to do: Peninsula Volunteers, Inc.’s broker is Morgan Stanley, in Palo Alto, CA. The donor should instruct his or her broker to electronically transfer the stocks to our account at:
Depository Trust Company [DTC] #0015
Account # 112-069339
Account # 112-069339-026 when using E*Trade
When the securities will be sold when received at Morgan Stanley. PVI will be notified of the sale amount and will acknowledge the gift via a letter to the donor.
Contact Us
Feel free to contact us with any questions.
