Matching and Planned Giving
Does your employer have a Matching Gift Program? If so, you may be able to double or triple your contribution to IHRF. It’s easy to do. Ask your human resource department if your company offers a matching gift program. Next, obtain and complete the employee section of the company's matching gift form and mail it, along with your donation, to IHRF. (If you make a donation online, you can simply send us the form, with a note that you made a recent donation.) We’ll complete the rest of the form and return it to your company. Retirees, spouses, and employees of subsidiary companies may also be eligible to participate in matching gift programs.
Donating Stock to IHRF
Gifts of securities are an excellent way to make a gift to IHRF. Donors receive a deduction for the entire amount of the stock transferred and avoid taxes on capital gains.
You may donate securities to IHRF by notifying your broker that you wish to transfer them to IHRF. This is called a DTC transfer. To ensure you are properly credited and acknowledged for the gift, you or your broker must advise IHRF of the gift by sending a letter to the Foundation.
The letter should include the following information: • Name of the donor • Type of stock and number of shares given • Date the gift was made • Mean market value of gift on the day it was given, if known
IHRF maintains an account with Fidelity Investments. For more information, please contact us directly.
Gifts to Honor or Remember a Loved One
Bequests can be an invaluable source of support for IHRF. You can make a charitable bequest through your will or trust by leaving (1) a certain dollar amount, (2) a specific asset, or (3) a percentage of the "residuary estate." A gift through your estate qualifies for the unlimited charitable estate tax deduction.
Life Income Gifts
These are gifts that pay income to you and/or other individuals named by you. When the people receiving the payments are no longer living, the remaining funds become the property of IHRF, to be used as designated by the donor. These gifts are partially tax-deductible for federal income tax purposes because the donor gives up the asset but not the right to receive the income.
IHRF can work with you on other planned giving options. For more information, please contact the Foundation directly at (360) 693-4473.