Gifts of Securities, Stocks and Bonds
Stock may be transferred to West Marin Senior Services by your broker. Gifts of stock often generate tax savings and the avoidance of capital gains. You may transfer stocks, bonds, and mutual funds directly to WMSS at Charles Schwab (contact us for the account number).
Real Estate and Property
You can give land, personal property, a vacation home, or rental property to West Marin Senior Services. These types of gifts require careful planning and we would be delighted to assist you. You may donate your home but retain the right to live in it and receive numerous benefits. You may also donate revenue from a business but retain the ownership. These gifts may generate tax savings and the avoidance of capital gains. WMSS recommends you always check with your financial advisor and attorney.
Corporations sometimes match the donations of their employees. Check with yours and request an employee matching gift form.
Our Legacy of Careprogram honors those who have included West Marin Senior Services in their estate plans. Please feel free to call our Executive Director, Skip Schwartz, directly at (415) 663-8148 ext 109 or firstname.lastname@example.org to get information or advice.
Legacy of Care Circle
Join us in becoming a member of the WMSS Legacy of Care Circle. Let us know that you have remembered us in your will or estate plans and you will become a member of the Legacy of Care Circle. As a member you will be invited to our appreciation events.