Since 1894, the Woman’s Club of Palo Alto has effected positive change in the community. Built in 1916, the clubhouse gave the club and the community a place to gather. Today this building, a heritage landmark, deserves our support so that it can welcome its members and the community for the next 100 years.
IRA owners, aged 72 or older, may be able to make a charitable contribution without paying income tax on the transaction. Please consult your tax accountant or financial advisor to understand the specific requirements and potential tax benefits of making Qualified Charitable Distributions (QCD) through an IRA.
IRA Donations by Check
If you have check-writing privileges on your IRA, you can write a check directly from the IRA to Woman’s Club of Palo Alto. Otherwise, you can contact your financial institution to request the donation be sent from your account. Most often there is a simple form you can complete or you can call your financial institution to request the transfer. Please ask them to include your name on the check so we know who the gift is from.
Checks can be mailed to:
WCPA 475 Homer Avenue
Palo Alto, CA 94301
Electronic Funds Transfer
Most IRA distributions are delivered via check; however, if your financial institution offers to make an electronic transfer contact Hilary Jones at Merrill Lynch.
Institution: Merrill Lynch
Account Name: The Woman’s Club of Palo Alto
Contact: Hilary Jones, Account Manager
If you initiate an electronic transfer or have any questions, please contact us by email – Rosemary Nurre-Hallatt treasurer@womansclubofpaloalto.org or phone 650-387-7132.
As always, talk to your financial advisor to fully understand the specific requirements and tax benefits of donating through your IRA.
Donors who choose to give appreciated securities can avoid paying capital gains taxes and receive an income tax deduction for the full market value of the donated stock.
The donation process can be handled through our financial team.
WCPA’s contact at Merrill Lynch is Hilary Jones (650-473-7833). She will guide you through this straightforward process.
Institution: Merrill Lynch
Account Name: The Woman’s Club of Palo Alto
As always, talk to your financial advisor to fully understand the specific tax benefits of giving appreciated stock. Publicly traded securities held in a brokerage account can be transferred electronically directly to WCPA. Please contact Hilary Jones at Merrill Lynch to learn more about transferring stock.
One-time support of any amount can be made in your name, your family’s name, or for someone you wish to honor or memorialize. We will send a notification of your tribute based on your preference and the information you provide. Your tax-deductible gift can be made by credit card using our simple online donation form. If you prefer, you can mail your check or credit card donation to the address below.
Legal Name: Woman’s Club of Palo Alto
Address: 475 Homer Avenue, Palo Alto, CA 94301
Federal Tax ID Number: 94-6090501
Monthly giving allows you to offer an ongoing gift at a comfortable pace. It is an easy, efficient, and affordable way to support the organization. You may increase, decrease or cancel your monthly gift at anytime. For next steps please contact us by emailing Rosemary Nurre-Hallatt at treasurer@womansclubofpaloalto.org or by phone (650) 387-7132.
By making a legacy gift to the Woman’s Club of Palo Alto, you can have a lasting impact on future generations and create a sustainable future for people with special needs. It’s never too early to start your personal planning. No matter your age or financial situation, you can make a difference.
There are many options available when establishing your own unique legacy plan. From very simple arrangements – like a bequest or beneficiary designation on your life insurance policy – to more tailored options, legacy gifts can offer important estate, financial and personal advantages. Many gifts don’t even require a will or visit to a lawyer. You can create a plan today that will take care of both your loved ones and the Woman’s Club of Palo Alto in the future.
As you make your long-term financial plans, we would be honored if you would consider the Woman’s Club of Palo Alto as a philanthropic partner. Whatever your inspiration for giving, your legacy will be an enduring testament to your values and passions. You will help ensure that the high quality programs the Woman’s Club of Palo Alto offers today will be available for future generations.
CONTACT US if you include the Woman’s Club of Palo Alto in your plans so that we can thank you for your generosity. If you prefer, you can remain anonymous.
Important Information
When you decide to include the Woman’s Club of Palo Alto in your plans, please be sure to use our legal name and federal tax ID.
Legal Name: Woman’s Club of Palo Alto
Address: 475 Homer Avenue, Palo Alto, CA 94301
Federal Tax ID Number: 94-6090501
A donor-advised fund (DAF) is like a charitable investment account, for the sole purpose of supporting charitable organizations you care about. When you contribute cash, securities or other assets to a donor-advised fund at a public charity (e.g., Fidelity Charitable, Vanguard, Schwab or others) 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 virtually any IRS-qualified public charity. When you give, you want your charitable donations to be as effective as possible.
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.
How a donor-advised fund works:
Make a tax-deductible donation: Donate to your preferred charitable fund; the full donation will be recognized in the tax year in which you donated to the fund.
Grow your donation, tax-free: Your donated fund is available for you to make grants from over time.
Support charities you love over time: If you love the Woman's Club of Palo Alto, you can look it up in your preferred DAF account registry and make a donation today! (Woman's Club of Palo Alto is a registered 501 c 3 under the CA Federation of Women's Clubs, Tax ID 94-6090501)
For further information, contact Jennifer Wagstaff Hinton