Make a difference in the lives of Marin families and individuals

A charitable gift of securities provides an opportunity for tax savings while generously supporting Community Action Marin. We gladly accept donations of all publicly traded securities. Please contact us to inquire about donating other types of securities and assets. 

You may find that gifts of retirement assets can save your heirs undue tax burdens and allow you to accomplish your charitable objectives. In fact, if you bequeath retirement plan assets to Community Action Marin, we will not have to pay income taxes on them. This will allow you to make a larger gift and possibly save other nontaxable assets for your heirs.

Other options are available, including setting up a charitable trust with retirement assets and Community Action Marin as the last beneficiary. There will be no estate or income taxes imposed on the assets at the time of the gift. NOTE:  This information is not intended as specific legal advice. Consult your attorney when considering any legal matter. State laws which govern wills and contracts vary and are subject to change.

A life-income-plan gift allows you to make a gift to Community Action Marin and receive payments from your gift. Such gifts include charitable gift annuities, charitable annuity trusts, and charitable unitrusts. Each plan allows you to help us in the future and enjoy immediate benefits in exchange for your future contribution. 

Qualified Charitable Distributions (QCDs), also known as IRA Charitable Rollovers, are the savviest way for individuals age 70.5 or older to use their IRAs to maximize their charitable impact.

Please contact us to inquire about making a QCD gift to Community Action Marin today, or requesting a tax acknowledgement letter for a gift already made.

Life insurance is a very under-used asset in charitable giving, yet its flexibility makes it possible for virtually everyone to make a meaningful gift. The most common activity is to designate a percentage of your life insurance policy to Community Action Marin. 

United States’ tax laws are structured so that donors are encouraged to give as generously as possible to their favorite charitable organizations. Gifts of assets that have increased in value since their purchase can bring the following benefits to the donor: 

• Sales of stock, bonds and mutual funds that have appreciated in value generate a taxable capital gain. Gifts of those appreciated assets to not-for-profit organizations are deductible at their full fair market value if they have been held longer than 12 months. 
• The fair market value of the asset(s) can be deducted up to 30 percent of the donor’s adjusted gross income. 
• Excess deductions can be carried forward into as many as five additional tax years. 

By including Community Action Marin in your will, you can ensure that your generosity will continue in perpetuity. Community Action Marin pledges to put your gift to the best possible use by awarding grants to improve the lives of women around the world. There are several ways to make contributions through your will. You can give a percentage, a specific dollar amount, or a residue (what remains after other bequests have been granted). NOTE: Restrictions on bequests are allowable at or above the $25,000 level only.  Consult your attorney when preparing any legal document.