LEAVE A LEGACY
Your legacy can have an impact. A planned gift to Big Brothers Big Sisters of Palm Beach and Martin Counties ensures the continuation of our landmark mentoring programs and creates your legacy of support. If you are considering making Big Brothers Big Sisters part of your trust, bequest or endowment, please contact Yvette Flores Acevedo at (561) 727-3450.
Donor Advised Funds
A Donor Advised Fund (DAF) is a centralized vehicle for charitable giving that makes it easy for donors to dedicate funds to support their favorite nonprofit organization. It also provides an operationally convenient and tax-efficient method for donors to manage their charitable giving.
You can make a gift now from your DAF if your DAF is with one of the financial institutions in the DAF Direct "Please select" drop down below. Once you select your financial institution you will be prompted to log into your DAF. There are no fees from DAF Direct.
Contact Linda for more information, LMaugerHarnish@mentorbig.org or (561) 337-3486.
You can satisfy your Required Minimum Distribution (RMD) by making a Qualified Charitable Distribution directly to Big Brothers Big Sisters of Palm Beach and Martin Counties and lower your federal tax bill. Your lower Adjusted Gross Income may reduce your Medicare premiums and cause less of your Social Security benefits to be taxable. Consult your financial advisor to determine your eligibility.
STOCKS & SECURITIES
You invest. A child profits. It’s that simple. By making a donation in the form of stocks, bonds, mutual funds or other appreciated securities, you are making an investment in the future of children in our community. As a donor, you are entitled to take a charitable deduction for the full fair-market value of appreciated securities held longer than one year.
If you wish to give a gift of stock or other appreciated securities or have questions, please contact LMaugerHarnish@mentorbig.org or (561) 337-3486.
We will need the following information from you: your name, phone number, mailing and email addresses, the type of stock, number of shares and approximate value, the purpose of the gift, and contact information for the broker in charge of the transfer.
To complete a stock transfer, provide your broker with the following information:
Fidelity Investments DTC Number - 0226
Account Number - Z40295351
Account Name - Big Brothers Big Sisters of Palm Beach and Martin Counties
On December 27, 2020, Congress enacted a second stimulus bill which extended or modified the charitable provisions of the CARES Act through 2021. Taxpayers who take the standard deduction can claim $300 “above-the-line” deduction for cash gifts to public charities. For 2021, this “above-the-line” deduction has been increased to $600 for married couples filing jointly.