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Join the Fight. Forever. 

You can join the fight forever by making a gift to Planned Parenthood Mar Monte in your will, living trust, or other estate plans. In doing so, your legacy will propel our movement for generations to come.

Learn more below about the advantages of planned giving. 

We welcome you to contact our us at [email protected] or 916-325-1705.

The Perpetual Partner Legacy Society

The Perpetual Partner Legacy Society, with more than 200 members, recognizes supporters who continue the our mission by naming PPMM in their will or estate plans.

To say thank you today for your future gift, we offer Perpetual Partners special benefits, including invitations to events and donor gatherings, invitations to informational calls with our CEO, and recognition of your support in publications. You may remain anonymous by notifying us of your preference.

How Your Legacy Will be Honored

Your estate gift to Planned Parenthood Mar Monte may be added to our endowment.* This allows your legacy to generate interest each year and continue to grow, while providing vital, ongoing funding to support health care services and special programs for the people who need it the most.

Best of all, it means your legacy will live on – forever.

* You can choose to direct your gift for a specific program or location’s one-time use. Donor wishes are always honored.

What Your Legacy Will Accomplish

Your gift will help ensure that every individual has the knowledge, opportunity and freedom to make every child a wanted child and every family a healthy family – for generations to come.

We're the largest Planned Parenthood affiliate in the world. Your support will protect and provide health services – and more – for tens of thousands of people.

One Small Sentence. One Huge Impact.

In as little as one sentence, you can complete your gift:
“I give, devise and bequeath to Planned Parenthood Mar Monte Tax ID #94-1583439, now or formerly located at 1691 The Alameda, San Jose, CA 95126, or its successor thereto, ______ [dollar amount, percentage, percent of the rest, residue and remainder of my estate, or description of property] for the benefit of its general purposes.”

This is merely suggested wording; please consult your attorney or an estate planning professional when preparing legal documents.

Other Popular Giving Options

A will is only one type of planned gift. There are other planned gifts that may save you money on your taxes, generate extra income in exchange for a pledged gift, and otherwise benefit you financially while supporting the causes you love. Below are some examples. Your financial advisor can tell you which of these options will benefit you the most.

This information is for illustrative purposes only, and is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. 

Life Insurance

You can gift all or a portion of your life insurance plan by contacting your plan administrator. This may qualify you to enjoy a charitable income tax deduction for your initial donation, and any premiums in the future.

Retirement Plan Assets

You can designate PPMM to receive all or a portion of the balance of what remains in your retirement plan through your plan administrator. This gift will be exempt from federal and state taxes and preserve non-retirement assets for your loved ones.

Securities and Mutual Funds

Donating securities and mutual funds that have risen in value since acquiring them may be donated at full fair market value, while avoiding capital gains taxes on the transfer (which can be as high as 20 percent).

Qualified Charitable Distribution (QCD) from your IRA

(available for those 70 ½ or older)

Avoid or reduce taxes on your IRA by gifting a portion of your required minimum distribution directly from your account to Planned Parenthood Mar Monte.

Life Income Gifts

Life income gifts can provide lifetime payments to you and/or another individual, with the remaining funds passing to PPMM in support of reproductive rights. These gift options include charitable gift annuities, charitable remainder trusts, and pooled income fund donations.

Real Estate and Tangible Property

Appreciated real estate or other tangible property that you have held longer than one year may qualify you for a federal income tax charitable deduction at the full market value, while eliminating capital gains taxes.

Additional information

You may need the following information for gift planning purposes:

Legal Name: Planned Parenthood Mar Monte
Address: 1691 The Alameda
San Jose, California 95126
Telephone: 916-325-1705

The I.R.S. recognizes Planned Parenthood Mar Monte as a tax-exempt, 501(c)(3) not-for-profit organization. Our federal tax ID number is 94-1583439.