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Planned Giving | Gifts of Stock and Wire Transfer | Donor Privacy Policy

Planned Giving | Mimi Fariña Heritage Society

With a gift to the Mimi Fariña Heritage Society you will be leaving a legacy of compassion for years to come. You may also enjoy significant tax benefits by including Bread & Roses in your estate planning. Your financial and legal advisors can provide guidance as to the most appropriate legacy gift for you.

 

Among the planned gifts we encourage you to consider making to Bread & Roses Presents are:

Gifts of Cash
Gifts of Securities
Gifts of Retirement Plan Assets
Gifts of Savings Bonds
Gifts of Real Estate
Gifts of Closely Held Stock
Gifts of Life Insurance


Bequest Language:
Although there are many forms bequests can take, the following are among the most common:

A percentage of the estate:
"I give and bequeath to Bread & Roses, a California nonprofit organization located in Corte Madera, California, _________% of my estate."

A residual bequest:
"All the residue of my estate [or __% of the residual of my estate], including real and personal property, I give and bequeath to Bread & Roses Presents, a California nonprofit organization located in Corte Madera, California."

A fixed amount of money or a designated property:
"I give and bequeath to Bread & Roses, a California nonprofit organization located in Corte Madera, California, $_________" (or describe the real or personal property, including exact location).

A Charitable Remainder Trust:
You can provide a family member or friend with income for life through a special gift to Bread & Roses Presents. You can do this by establishing a charitable remainder trust either during your lifetime or, through your will, on your death. The trust pays income to the person you designate. After that person's death, whatever remains in the trust passes to Bread & Roses Presents.

Bread and Roses Benefit Agency | Federal Tax ID: 94-2260301

Bread & Roses cannot and does not provide legal advice. Always consult an attorney when preparing legal documents.

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Gifts of Stock and Wire Transfers


By giving appreciated property like stocks or bonds, donors can avoid paying capital gains taxes on the appreciation, receive a tax deduction for the full value of the gift, and support Bread & Roses Presents.

When Bread & Roses Presents receives a stock gift, our policy is to sell the stock as near as possible to the date of the gift. If you wish to donate stock, please use the following procedure:

Notify your broker (preferably in writing for your records) that you are making a charitable gift of stock to Bread & Roses. Either instruct your broker to transfer the stock into our account at Charles Schwab and provide him/her with our Schwab Account and DTC # below, or instruct him/her to contact us directly notifying us of your gift. When your broker contacts us, we will instruct him/her to transfer the stock into our Charles Schwab account:

Charles Schwab & Co., Inc.
Account Number 1799-5921
DTC #0164
Code 40
Bread  & Roses Presents | EIN: 94-2260301

PLEASE NOTE:

Once you have completed the above steps, please contact our Business Manager at 415-945-7120 or email info@breadandroses.org. Notifying us of the gift you have made or instructions you have given to your broker enables us to track the transfer of the stock and promptly acknowledge your gift.

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Donor Privacy Policy

What information do we collect?
We collect information from you when you register on our site or subscribe to our newsletter.

When ordering or registering on our site, as appropriate, you may be asked to enter your: name, e-mail address, mailing address, phone number or credit card information. You may, however, visit our site anonymously.

How do we use your information?
Information we collect from you may be used in one of the following ways:

To process transactions: Your information, whether public or private, will not be sold, exchanged, transferred, or given to any other organization or company for any reason whatsoever, without your consent, other than for the express purpose of delivering the purchased product or service requested.


To send periodic emails: The email address you provide for order processing, will only be used to send you information and updates pertaining to your order. Note: If at any time you would like to unsubscribe from receiving future emails, we include unsubscribe links at the bottom of each email.

How do we protect your information?
We implement a variety of security measures to maintain the safety of your personal information when you place an order:

We offer the use of a secure server. All supplied sensitive/credit information is transmitted via Secure Socket Layer (SSL) technology and then encrypted into our payment gateway provider’s database only to be accessible by those authorized with special access rights to such systems, and are required to keep the information confidential.

After a transaction, your private information (credit cards, social security numbers, financials, etc.) will not be stored on our servers.

Do we use cookies?
We do not use cookies.

Do we disclose any information to outside parties?
We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property, or safety. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

California Online Privacy Protection Act Compliance
Because we value your privacy we have taken the necessary precautions to be in compliance with the California Online Privacy Protection Act. We therefore will not distribute your personal information to outside parties without your consent.

Children’s Online Privacy Protection Act Compliance
We are in compliance with the requirements of COPPA (Children’s Online Privacy Protection Act), we do not collect any information from anyone under 13 years of age. Our website, products and services are all directed to people who are at least 13 years old or older.

Online Privacy Policy Only
This online privacy policy applies only to information collected through our website and not to information collected offline.

Your Consent
By using our site, you consent to our websites privacy policy.

Changes to our Privacy Policy
If we decide to change our privacy policy, we will post those changes on this page.

Contacting Us
If there are any questions regarding this privacy policy you may contact us using the information below:

BREAD & ROSES PRESENTS | 233 Tamalpais Dr. #100, Corte Madera, CA 94925 info@breadandroses.org  (415) 945-7120

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Planned Giving | Gifts of Stock and Wire Transfer | Donor Privacy Policy

 
 
 
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Bread & Roses Presents is a 501(c)(3) charitable nonprofit organization located in Marin County, CA. Site content ©2017 Bread & Roses. All Rights Reserved.