Tax-Smart Gifts
Maximize the impact of your support. Donate non-cash assets, and receive potential tax benefits.
Donor Advised Funds
Recommend a grant from your DAF for tax-efficient giving. Please provide the following information to your DAF sponsor:
Northwest Maritime
431 Water St.
Port Townsend, WA 98368
EIN: 91-1931643
Appreciated Securities
Magnify the impact of your gift while supporting transformative maritime experiences by donating stocks or other assets that (a) have gone up in value and (b) you’ve owned for more than 12 months.
Information to give your broker:
Brokerage: Edward Jones, Al Bowman, (360) 379-2528
Account: Northwest Maritime Center, 431 Water Street, Port Townsend, WA 98368
EIN: 91-1931643
Account # 8882564613
DTC: 0057
Note: The value of a gift of stock is the mean of the high and low share price on the date of transfer. The value of a gift of mutual fund shares is the fund’s closing price on the date of transfer.
QCDs
If you’re 70½ or older, a Qualified Charitable Distribution from your IRA is a tax-efficient way to support Northwest Maritime. A QCD can also help satisfy your Required Minimum Distribution (RMD) for the year when you reach age 73.
Information to give your custodian:
Northwest Maritime
431 Water Street
Port Townsend, WA 98368
EIN: 91-1931643
Retained Life Estate or Other Gift of Real Estate
Unlock the hidden potential of your property’s value and make a lasting impact. A charitable gift of real estate may also help avoid capital gains tax liabilities and simplify your estate planning.
With a Retained Life Estate, you can donate your home or real property to Northwest Maritime while retaining the right to live in it during your lifetime. This is an ideal option if you would like to make a charitable gift and still enjoy use of the property, while avoiding the complexities of ownership transfer during your lifetime.
Please contact us if you’re considering donating real estate to determine if this might be the right option for you. Also, consult with a qualified estate planning attorney and a financial advisor to determine if this option is right for you.
