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).
IRA Qualified Charitable Distributions
We’d like to encourage seniors who have funds in an IRA (Individual Retirement Account) and are at least 70½ years old to contribute to West Marin Senior Services through what’s known as a Qualified Charitable Distribution (QCD), also known as an IRA Charitable Rollover.
Individuals who are at least 70½ can instruct the financial institution administering their IRAs to directly transfer up to $100,000 to a qualified non-profit like West Marin Senior Services and pay no tax on the distribution.
Please note that to qualify your QCD as part of your required minimum distribution, the gift must be sent to WMSS directly from your financial institution, or from your check if written on that IRA account and the funds cleared from the account by December 31, 2025.
Thanks for your thoughtful support of West Marin Senior Services. For future gifts, you can also name WMSS as a beneficiary of your retirement account.
WMSS is a 501(c)(3) not-for-profit organization EIN 51-0192320. Gifts to WMSS are tax-deductible to the fullest extent allowed by law. Please consult your tax advisor for further information.
Questions? Contact your financial institution or Skip Schwartz 415-663-8148 x 109 skip@wmss.org
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.
Life Insurance
You can name West Marin Senior Services as the beneficiary of your insurance policy and receive a tax deduction.
Matching Gifts
Corporations sometimes match the donations of their employees. Check with yours and request an employee matching gift form..
Legacy of Care Circle
Join us in becoming a member of the WMSS Legacy of Care Circle. Our Legacy of Care program honors those who have included West Marin Senior Services in their estate plans. 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. Please feel free to call our Executive Director, Skip Schwartz, directly at (415) 663-8148 ext 109 or skip@wmss.org to get information or advice