Make a Gift of Stock:
When you make a gift of appreciated stock directly to Sempervirens Fund, you may get an income tax deduction and avoid some capital gains tax.
To transfer shares, please contact our representative at Morgan Stanley: Alex Bianchi, Sr. Vice President, at (650) 853-4042 or email. For your protection and to mitigate the risk of wire fraud, we have removed account transfer information from our website.
Please notify Julie Seelen, CFRE, Chief of Philanthropy, at (650) 946-1414 or via email with your name, the number of shares and the stock name so that we can acknowledge your generosity.
Qualified Charitable Distributions from Your IRA
You've worked hard and planned for retirement. Now, if you’re age 70.5 or older, you can leverage your retirement assets to make a significant, tax-smart gift to Sempervirens Fund through a qualified charitable distribution (QCD) from your retirement plan.
How it works:
- Request a QCD form from your retirement administrator – you may also be able to log in to your online account to make your request.
- The distribution must be sent directly to Sempervirens Fund – you cannot withdraw the funds first. Mail to: Sempervirens Fund, P.O. Box 5040, San Jose, CA 95150-5040
- While you will not get a tax deduction for your gift, there is no income tax due on the distribution. This is a great option if you don’t itemize.
- If you are 73 or older and need to take a required minimum distribution (RMD), you can direct some or all of it (subject to maximum gifts allowable) as a QCD.
- You can make up to $108,000 in QCD gifts to all charities in a year ($216,000 for married couples who can donate up to $108,000 each from their own retirement plans).
You will need our legal designation and tax ID number. And please request that your administrator include your name on the transfer so we can ensure you get the correct acknowledgment: Tax ID #: 94-2155097
Please notify Julie Seelen, CFRE, Chief of Philanthropy, at (650) 946-1414 or via email with your name, the name of your IRA administrator and the amount of your distribution so that we can acknowledge your generosity and ensure you get the correct acknowledgment for your taxes.
More options available to you:
- Name Sempervirens Fund as the beneficiary of part or all of your IRA. See here for more info.
- You may also be able to create a one-time charitable gift annuity with a QCD – please contact us to learn more.
