Gifts That Make An Impact Now

Some of our donors have established a donor-advised charitable fund (California Community Foundation, Fidelity Charitable ®, Vanguard Charitable ®, Schwab Charitable ®, or other) and have a strong desire to support the Center through an annual gift and/or a legacy gift.

You can direct that your donor-advised charitable fund be distributed, in full, to the Center after your lifetime. Or, you can name specific charities and choose a dollar or percentage amount to be distributed over a certain time or until the account balance becomes zero.

You can now initiate a grant recommendation from your donor-advised fund, or DAF, using the link below. Simply start typing in your fund provider name and the system will prompt you through the process.

 

You can use stocks, bonds, and mutual funds that have appreciated in value to support our shared vision. You may receive a charitable income tax deduction for the full market value of the stock (up to a maximum of 30% of your adjusted gross income) and avoid paying the capital gains tax on any increase in the value of the stock.

When you create your legacy gift with a charitable IRA rollover, you receive tax advantages, and you help LGBT individuals and families for years to come.

Benefits include:

• Avoid paying tax on your required minimum distribution* this year. The distribution will not count as taxable income for this year, helping keep you in a lower tax bracket.
• The transfer is not subject to limitations on itemized deductions.
• Enjoy a quick and easy estate tax reduction.

To qualify:

• You must be 70 ½ years old or older by year-end.
• The distribution must be directly to the Center from your plan trustee.
• An individual may take a one-time QCD up to $53,000 to fund a charitable gift annuity (CGA) or charitable remainder trust (CRT).
• The maximum contribution amount each year is $105,000 ($210,000 per couple).
• Your transfer must be received by the last day of the calendar year.

If you’re interested in this popular way to support the Center, download a sample letter for your IRA administrator here.