Planned Giving

DONATIONS OF SECURITIES

When you transfer ownership of securities to Friends of Deer Hollow Farm, you may receive a charitable deduction for the full market value and incur no capital gains tax subject to IRS deductible limitations. The process is simple. You need to provide your financial advisor or brokerage firm with the following information to deliver the securities to the organization’s account at Charles Schwab:

Electronic delivery through Depository Trust Company (DTC) Delivery to DTC clearing #0164, code 40,

All deliveries must include:

  • Account Name: Friends of Deer Hollow Farm

  • Account Number: 1816-5398

  • Friends of Deer Hollow Farm Taxpayer Identification Number: 77-0373776

  • Friends of Deer Hollow Farm Mailing Address: P.O. Box 4282, Mountain View CA 94040

Please provide the following to info@deerhollowfarmfriends.org:

  • Your name, address and contact information

  • Name of the security and ticker symbol

  • Number of shares and estimated value

  • Approximate transfer date and transferring brokerage firm

IRS notes:

  • To receive the appropriate tax deduction, a receipt from a charity is required for gifts over $250. The receipt will be emailed to the address provided.

  • Security gifts are subject to the IRS deduction limits.

  • A security’s charitable value is determined by the date the security is received in a charity’s designated account.

LEGACY GIFTS

A gift for Friends of Deer Hollow Farm in your will, trust or other plans will ensure that the 170-year-old Deer Hollow Farm will be protected for many years to come. Below are ways that you can arrange a meaningful gift to Friends of Deer Hollow Farm, a 501(c)(3) nonprofit charitable organization. Of course, we always recommend you work with your advisors to determine which gift is most appropriate for you.

If you are considering a legacy gift, we would be pleased to confidentially discuss your questions. If you have already included Friends of Deer Hollow Farm in your plan, please let us know. We would be delighted to host you at the Farm. 

Please contact Carla Dorow at carla@deerhollowfarmfriends.org.

GIFTS THROUGH A WILL OR TRUST 

You can arrange to leave Friends of Deer Hollow Farm a specific dollar amount or asset, a percentage of your estate, or the remainder after specific gifts to loved ones have been made.

GIFTS THROUGH A RETIREMENT PLAN OR LIFE INSURANCE

Name as beneficiary:

You can name Friends of Deer Hollow Farm as the beneficiary of your individual retirement account (IRA), 401(k), 403(b), donor-advised fund life insurance policy or other account. Simply complete a beneficiary designation form from your plan administrator to name Friends of Deer Hollow Farm a beneficiary of all or part of your retirement account or life insurance policy. If the retirement assets are tax-deferred, the portion left to Friends of Deer Hollow Farm will not be subject to tax. At any time, you can change your beneficiary designation.

Qualified Charitable Distribution:

If you are over 70.5 years of age, you can make a Qualified Charitable Distribution, (QCD), directly from your retirement account. This will count towards your Required Minimum Distribution, (RMD), but the tax-deferred portion will not be included in taxable income or adjusted gross income. There is an annual limit to the QCD, currently $105,000.  You should discuss with your tax advisors prior to this selection.

If you have questions, please send an inquiry to carla@deerhollowfarmfriends.org with your contact information and we will be happy to connect with you. Thank you for your support!