Will: With just one sentence, make a huge impact: “I give, devise and bequeath to Planned Parenthood Northern California Tax ID #94-1575233, now or formerly located at 2185 Pacheco St. Concord, CA 94520, 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.”
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 Planned Parenthood Northern California 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.
Qualified Charitable Distribution from IRA: Avoid or reduce taxes on your IRA by gifting a portion of your required minimum distribution directly from your account to Planned Parenthood Northern California.
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.
Life Income Gifts: Life income gifts can provide lifetime payments to you and/or another individual, with the remaining funds passing to PPNorCal in support of reproductive rights. These gift options include charitable gift annuities, charitable remainder trusts, and pooled income fund donations.