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Pick the method below that’s right for you, right now. Or, learn about simple ways to plan your gift in advance. POST is a 501(c)(3) nonprofit organization and our taxpayer identification number is 94-2392007.
Legislation allowing tax-free IRA gifts from individuals age 70 1/2 years or older was made permanent in December 2015. Distributions of up to $100,000 per person per year must be made directly from your IRA to POST and count toward your required minimum distribution. Checks often arrive without identification, so please contact Jeanine Crider, Director of Planned Giving, at jcrider [at] openspacetrust.org or (650) 854-7696 x312 and indicate your name, the name of your IRA administrator and the amount of your distribution.
Stock shares are an excellent way to give generously. To transfer shares, please give your broker the following information. Consult your tax advisor and broker regarding the tax-deductibility and timing of your gift:
Fidelity Investments/National Financial Services
For credit to: Peninsula Open Space Trust
Account number: 613-945692
Taxpayer identification number: 94-2392007
Prior to transferring shares, please notify Spencer Gump at sgump [at] openspacetrust.org or (650) 854-7696 x323 and indicate your name, the name of company and stock ticker symbol, and the number of shares being donated.
Many companies match donations their employees make to charities and some match gifts made by retirees. This is an amazing way for you to amplify your gift. Just fill out your employer’s matching gift form and submit online or send it to:
Peninsula Open Space Trust
222 High Street, Palo Alto, CA 94301
POST is a 501(c)(3) non-profit organization.
Our taxpayer identification number is 94-2392007.