Using Stocks, Bonds, or Property to Make a Gift
Donating appreciated property may enable you to avoid paying capital gains tax, reduce your estate tax and receive an income tax deduction. If you have a loss on your investment, it is best to sell it first, deduct the loss on your taxes, and then contribute the proceeds.

Bequests Through a Will or Living Trust
A gift through a will or living trust (bequest) is a popular way to provide significant long-term support. We accept bequests of any size or type. Some assets, such as retirement funds, may be especially advantageous to leave to charity. You may give a particular dollar amount, a specific property, or a percentage of your estate. You may also make a gift of the "residue" or "what's left" of your estate, after providing for your loved ones.

If you already have a will or living trust, you don't have to re-write it if you would like to include Martha & Mary; you may add a document or "codicil" to your existing documents. If you wish, you may designate your gift to a particular area or program within the organization. We recommend that you discuss such a designation with us to be certain that we can carry out your intent.

Life Insurance
Life insurance can help you make a larger gift than you might have thought possible, while also increasing your total benefit to your loved ones and generating substantial tax advantages. You may name Martha & Mary as a beneficiary and/or make a gift of the ownership interest in an existing policy. You may also create a new life insurance policy specifically to benefit Martha & Mary.

Trusts/Annuities
Martha & Mary offers a full range of customized gift plans that may help you reduce taxes, increase the yield on your investments, dispose of non-producing assets, and provide you or your loved ones with income for life. Some examples of popular gift plans include the Charitable Gift Annuity and the Charitable Remainder Unitrust. These types of plans allow you to make a significant charitable gift to Martha & Mary while also providing greater financial security for you and your family. Gift plans can help you solve such financial problems as saving for retirement, paying for educational expenses, or providing elder care for a parent, friend or relative.

Please contact our Director of Development at (360) 394-4004 if you have any questions about the Fund Development program here at Martha & Mary.  You may also contact the Director of Fund Development by our contact form.