Other Ways to Give to Make It Home

Did you know your gift might be eligible to be matched by your employer? Many companies offer matching gift programs as an employee benefit—doubling (or even tripling!) your impact at no extra cost to you.

Click here to see if your employer will match your donation!

Need help navigating the process? We’re here for you! Email us at accounting@makeithomebayarea.org.

Donating appreciated stock is a powerful way to support Make It Home and receive financial benefits. By giving stocks or bonds, you may avoid capital gains taxes and receive a charitable tax deduction for the full value of the gift.

Please consult your tax advisor for details on deductibility. Our Tax ID number is 85-4006962.

To donate stock:

1. Notify your broker that you are making a charitable gift to Make It Home Bay Area.

2. Instruct them to transfer the stock to our account at Morgan Stanley:

   1. Beneficiary Account Account #: 136-050499-002

   2. DTC #: 0015

   3. Originator to Beneficiary Information (OBI): Donor Name

3. Once the transfer is complete, please notify our team at accounting@makeithomebayarea.org so we can acknowledge your gift and provide a receipt. Since brokers often don’t include donor information with transfers, this step ensures we can thank you properly!

QCDs allow you to make tax-free donations directly from your IRA to a qualified charity. You must be 70 1/2 or older to make a QCD. These transfers can be made from traditional IRAs, but not from SEP or SIMPLE IRAs and the funds must be transferred directly from the IRA to the charity, not through the IRA owner's hands. Check with your tax advisor for more detailed information.

Leave a lasting impact by including Make It Home Bay Area in your estate plans. A legacy gift ensures your commitment to helping families create stable, furnished homes continues for generations.

Planned gifts—such as a bequest in your will or trust, a life insurance designation, or stock donation—can support your philanthropic goals while offering potential tax benefits.

Sample Bequest Language (for an unrestricted gift):

• "I give the sum of $___ or ___% to Make It Home Bay Area, a nonprofit organization located at [insert address], Tax ID: 85-4006962, to be used as the Board of Directors deems appropriate."

Have you already included Make It Home in your estate plans? We’d love to thank you personally and welcome you to our Legacy Giving Circle. Your information will remain confidential, and we honor any wishes to remain anonymous.

For more information about planned giving, contact Susan Brennan at susan@makeithomebayarea.org.