Maximize Your Impact Through Tax-Smart Giving

Join Senior Coastsiders in our mission to support successful aging through several Smart Giving options.

You can receive tax benefits and make the most of your contribution by donating non-cash assets. Scroll through the tabs below to learn more.

Beneficiaries

Non-Probate Assets

Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate us as a beneficiary of one or more of these assets.

Stocks

Save Taxes By Donating Stocks

Donating stocks allows you to avoid capital gains tax and often take a charitable deduction for the full value of the asset. Use this tool to donate stock so we can track your gift, send you the correct receipt, and you can get the tax savings you deserve. 


If you would prefer to make your donation through your broker, access our transfer information from the link above to notify Senior Coastsiders of your gift.

QCD

Save On Taxes By Giving From Your IRA

If you are 70.5 or older, giving from your IRA can help reduce your taxable income — and for those over 73 who must take a Required Minimum Distribution (RMD), an IRA gift is a simple way to fulfill it! By using the link below to give from your IRA, you can auto-complete your paperwork and we can track your gift to send you the proper tax receipts.

 
 

DAFs

Easily Make A Grant From Your Donor-Advised Fund

Donor-Advised Funds (DAFs) are investment accounts for the sole purpose of supporting charitable organizations today. The secure DAF link below:

  • Automatically links with your DAF

  • Allows you to recommend how you’d like your gift to be used

  • Notifies [ORG] of your intentions

Using the link below to grant from your DAF also saves us a lot of time, so thank you! It’s a great way to ensure consistent financial support while saving cash for immediate needs.

 
 

Cryptocurrency

We Now Accept Cryptocurrency Donations!

We now accept donations of Ethereum, Bitcoin, and other cryptocurrencies! This gives us one more way to fund our work and can provide you with extra tax benefits.

 
 

Gift Intent Form

Report Your Gift

Have you already included a gift in your will or trust? Please fill out this form to let us know! We would love to thank you for your generosity.

 

For additional information or questions about planned giving, please contact our Executive Director, Sandra Winter at swinter@seniorcoastsiders.org or (650) 726-9056.