MORE WAYS TO SUPPORT OUR STUDENTS AND FAMILIES
DONOR-ADVISED FUND GIVING (DAF)
DONOR-ADVISED FUND GIVING (DAF)
A donor-advised fund, or DAF, is like a charitable investment account for the sole purpose of supporting charitable organizations you care about. Donor-advised funds are the fastest-growing charitable giving vehicle in the United States because they are one of the easiest and most tax-advantageous ways to give to charity.
When you contribute cash, securities, or other assets to a donor-advised fund at a public charity, you are generally eligible to take an immediate tax deduction. Then those funds can be invested for tax-free growth, and you can recommend grants to any eligible IRS-qualified public charity.
Recommend a DAF grant through your financial institution or foundation.
You can recommend a gift by contacting your financial institution or foundation or by granting via your financial institution’s or foundation’s online portal.
Call your fund manager and recommend supporting Tribe Rising, along with the amount of the grant. Your fund manager will send a check directly to Tribe Rising from your fund.
Please request that your name and address is included on the check.
MATCHING GIFTS
Matching gifts are a type of giving program that is set up by companies and corporations as an employee benefit. After an employee donates to a nonprofit, they may be able to submit a matching gift request to their employer, and the company may make an additional donation to that nonprofit. If you need assistance submitting a company match, please email [email protected]
DONATIONS OF STOCK
By giving appreciated property like stocks or bonds, you can avoid paying capital gains taxes on the appreciation, receive a tax deduction for the full value of the gifts and support Tribe Rising at a lower cost to you. Please check with your tax advisor to determine the full deductibility of your donation. Our tax identification number is 84-2093593.
When we receive a stock gift, our policy is to sell the stock as soon as possible after the receipt of the gift. If you wish to donate stock, please use the following procedure:
Notify your broker that you are making a charitable gift to Tribe Rising. Then, instruct your broker to transfer the stock into Tribe Rising’s account at:
Receiving Institution: Charles Schwab
DTC Number: 0164
Account Title/Registration: Tribe Rising India
Receiving Account Number: 5366-0817
Contact Name: Annette Venables
Contact Email: [email protected]
After you have completed the transfer, please notify Annette Venables to let her know the arrangements that you have made. This is important because your broker may not include your name in the transfer and we may not know who the stock is from. Notifying us enables us to track the transfer of the stock and acknowledge your gift promptly. If you need assistance, please contact us at [email protected]
LEGACY OR PLANNED GIVING
By including Tribe Rising (Tax ID: 84-2093593) in your estate plans, you can provide the resources necessary to change lives—today, tomorrow and for generations to come!
A deferred gift can help you balance your financial goals and your charitable interests – all while achieving significant potential tax benefits. A planned gift, such as a bequest in your will or trust, life insurance designations, or stock donation, ensures your support for the children we serve well into the future.
Sample Bequest Language
For an unrestricted gift that allows Tribe Rising India to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:
I give the sum of $___ or ___% to Tribe Rising India, 35 Miller Ave, #185, Mill Valley, CA 94941 (Tax ID: 84-2093593) to be used or disposed of as the Board of Directors deems appropriate in its sole discretion.
Have you already included Tribe Rising in your estate plans?
If you have already planned your legacy to benefit Tribe Rising India, please let us know. We would like to acknowledge you properly and ensure that we fulfill your gift exactly as you intended. Information you share will be kept confidential, and we respect any desire to remain anonymous.
Are you an estate planner or financial advisor that would like more information, please contact: Annette Venables, President, [email protected]
