Your tax-deductible gift makes it possible for us to bring quality arts and arts education experiences to our community. Montalvo's Federal Tax ID# is 94-1249283.
We sincerely appreciate your donation to our programs, which can be made in the form of:
Cash & In-Kind Donations
Cash donations provide a charitable income tax deduction equal to the full value of the gift. In most cases, no goods or services will be provided in exchange for the donation, so that the full value may be considered tax deductible. On an as-needed basis we will accept donations of supplies and services.
Stocks, Bonds & Securities
Significant tax advantages exist for donating appreciated stock to a non-profit organization. Most donors can deduct the full fair market value of the appreciated stock without paying capital gains tax. Please consult with your financial advisor for specific tax guidance, and contact Montalvo’s Development Director at 408.961.5806 for information on how to make the transfer.
Bequests & Estate Gifts
Bequests and estate gifts are made through a donor's will and significant tax benefits may be derived from them. Such gifts may include but are not limited to:
- Equity Portfolios
- Real Estate
Because a charitable bequest is wholly deductible from the adjusted gross estate, significant tax benefits may be derived from these gifts. An attorney or financial advisor can help determine the type of gift that is right for you.
Trusts & Planned Gifts
There are several kinds of charitable trusts and annuities, each offering different benefits to the donor. In most cases, a formal trust arrangement is created to transfer the donor's assets to a trustee or charity. Please contact your financial advisor for more information on the benefits of:
- Pooled Income Funds
- Charitable Remainder Unitrusts
- Charitable Annuity Trusts
- Charitable Lead Trusts
100 Years, 100 Trees
Join us in 2012 as we raise funds for 100 Years, 100 Trees - a fundraising campaign aimed at planting as many as 100 new trees on Montalvo's grounds to grow our Arboretum!
Dedicate a Bench, Preserve an Historic Legacy
Be part of Montalvo's legacy by dedicating a bench in our gardens or on the grounds! Click here to learn more.