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Support
our Mission

Ways to Support Porto Charities

Appreciated Marketable Securities

One of the most tax-efficient ways to give is by contributing long-term appreciated, marketable securities. Donating appreciated securities that are held for more than one year may eliminate capital gains and may qualify for a tax deduction equal to the full market value of the securities. To download the Letter of Authorization for Charitable Gift Transfer, click here.

Qualified Charitable Distributions

A Qualified Charitable Distribution is a direct transfer of funds from an IRA to a qualified charitable organization such as Porto Charities. A QCD may satisfy your Required Minimum Distribution (RMD) if the transaction meets existing guidelines. The amount of the QCD is not counted in your adjusted gross income which may reduce your tax liability and eliminate  surcharges related to Medicaid.

Legacy Society and Bequests

Bequests are gifts that are made as part of a will or trust. Charitable bequests are flexible, easy to update and may offer significant tax savings. To see a sample of bequest language, click here.

 

A bequest can create a legacy at Porto Charities that supports the cause you care about. Learn about our Legacy Society here.

Life Insurance

You can name Porto Charities as a full or partial beneficiary of your life insurance policy.  The process is not complicated, and you can divide the death benefit among your loved ones and Porto Charities. The percentage of the payout that Porto Charities gets is up to you. Please contact your insurance agent to complete the appropriate forms to name Porto Charities as a full or partial beneficiary of your life insurance policy.

Need additional information? Please email Bill Mundy by clicking the link below.

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