Meals On Wheels of the Monterey Peninsula

GIVING STOCK

A gift of appreciated securities to Meals on Wheels of the Monterey Peninsula is a tax-wise way to provide healthful and informational services to olderadults while realizing significant tax benefits for you and your family. When you donate stock, the full market value of the stock on the date of your donation is deductible. Capital gains tax is not due on any appreciation you may have had in the stock. Following are the instructions you'll need to donate stock to Meals on Wheels of the Monterey Peninsula.

Stock or Bond Certificates Held by a Brokerage Firm
Stock held by a brokerage firm should be transferred to the following account:

Meals on Wheels of the Monterey Peninsula
c/o Laura Kozel
Charles Schwab Co. Inc.
100 Clock Tower Place
Carmel, CA 93923
Phone 831-622-5925 Fax 831-622-5930

We ask that you copy us on transfer instructions or a "gift letter" in order that we may confirm that your instructions have been completed. Please send the copy to:

Viveca Lohr, Executive Director
or Christine Capen-Fredrick, Development Director
Meals on Wheels of the Monterey Peninsula
700 Jewell Avenue
Pacific Grove, CA 93950
Phone 831-375-4454 Fax 831-375-9887

Please call Viveca or Christine for our brokerage account number.

Stock or Bond Certificates Held by the Donor
Certificates should be endorsed on the back to "Meals on Wheels of the Monterey Peninsula";
and may delivered to either:

Laura Kozel
Charles Schwab Co. Inc.
100 Clock Tower Place
Carmel, CA 93923
Phone 831-622-5925 Fax 831-622-5930

or

Viveca Lohr, Executive Director
or Christine Capen-Fredrick, Development Director
Meals on Wheels of the Monterey Peninsula
700 Jewell Avenue
Pacific Grove, CA 93950
Phone 831-375-4454 Fax 831-375-9887

Please send a signed "Irrevocable Stock or Bond Power" and a gift letter stating you are making the gift to Meals on Wheels AND SEND THESE ITEMS UNDER SEPARATE COVER FROM THE STOCK CERTIFICATE to the same addresses mentioned above. If you need a stock power, we can fax or mail one to you.

Please call Viveca or Christine for our brokerage account number.

MUTUAL FUNDS
Various mutual fund companies may handle these transfers differently. Ask your company if they are capable of processing a DTC transfer as outlined above. However, they may want to establish a temporary account in the name of Meals on Wheels of the Monterey Peninsula in order to transfer your mutual funds to our name internally. Your mutual fund company should be able to handle this upon your instructions. It would be best to have them contact us directly, so I suggest you provide them with the following information.

Viveca Lohr or Christine Capen-Fredrick
Meals on Wheels of the Monterey Peninsula
700 Jewell Avenue, Pacific Grove, CA 93950
Phone 831-375-4454 or e-mail us.

BENEFITS OF MAKING GIFTS OF SECURITIES

Increase your support for Meals on Wheels of the Monterey Peninsula.

The full market value of your stock is deductible.

Capital gains tax is not due on any appreciation in the stock.

How to Make a Donation | Planned Giving

Meals on Wheels of the Monterey Peninsula / Sally Griffin Center
700 Jewell Avenue | Pacific Grove, CA 93950 | 831-375-4454
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