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) 853-4004 or email. For your protection and to mitigate the risk of wire fraud, we have removed account transfer information from our website.
Make a Gift from Your IRA – a Qualified Charitable Distribution:
If you are 70½ years or older you can make a Qualified Charitable Distribution (QCD) from your IRA, which if fully tax-deductible. Starting in January 2023, if you are 73 or older, you are required to withdraw from your IRA, which adds to your taxable income. You can donate all or a portion of this IRA Required Minimum Distribution (RMD) and save on income tax. By transferring funds directly from your IRA to Sempervirens Fund, you will reduce your taxable income, even if you do not itemize. You can donate up to a total of $100,000 each year ($200,000 for married couples), contact your tax advisor or financial planner for more information. To make a gift through your IRA, contact your IRA administrator with our Tax ID #: 94-2155097 and request that your name be noted on the check.
Please notify Julie Seelen, CFRE, Chief of Philanthropy, at (650) 946-1414 or via email with your name, the name of your IRA administration and the amount of your distribution so that we can acknowledge your generosity.
You may also name Sempervirens Fund as the beneficiary of part or all of your IRA. See here for more info.