Have you considered donating your securities (i.e. stocks and mutual funds) as an alternative to cash? Appreciated securities – such as stock or mutual funds – can be a smart approach to fund your donations to the Environmental Health Coalition.

Benefits when donating appreciated securities:

1. When you donate your securities that have appreciated in value, you do not have to pay federal or state tax on the capital gains.
2. You deduct the full market value of the securities from your income taxes at the time of the donation.
3. You are making a donation that is lower than what you initially paid for your stock.

Important facts to remember:

• To avoid exposure to capital gain tax, the stock must be transferred to Environmental Health Coalition before the end of the tax year. We then sell the stock from our account.
• You must itemize your tax return in order to deduct a charitable donation.
• **Important** In order to take advantage of this benefit, appreciated securities must be held for over one year.
• Please note that tax laws consistently change, and it is advised to check with your tax advisor. We encourage you to consult your financial planner or tax advisor who can assist you in evaluating the tax advantages available to you when making a donation of appreciated securities.

Environmental Health Coalition prefers and recommends undesignated gifts, allowing for the greatest flexibility in responding to our evolving needs and priorities, but will also accept gifts designated to a specific purpose. Please contact us if you choose to designate your gift.

To transfer your securities, provide the following information to the institution holding your securities you intend to donate:

• Name of Organization: Environmental Health Coalition
• DTC# 0352
• Acct. #: 720-24727

And finally, so we are better able to link the contribution with you – please send an email to our CFO Tony Pettina at Esta dirección de correo electrónico está siendo protegida contra los robots de spam. Necesita tener JavaScript habilitado para poder verlo.., with your full name and contact information and name of the stock being gifted. Thank you.

Contact information: If you have questions about making a gift of appreciated securities, contact our CFO, Tony Pettina as 619 773 2124 or Esta dirección de correo electrónico está siendo protegida contra los robots de spam. Necesita tener JavaScript habilitado para poder verlo..

*The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties or liabilities. Please consult legal or tax professionals for specific information regarding your individual situation.

A planned gift (wills, bequests, beneficiary designations, trusts, etc.) can provide you with tax benefits and a way to support EHCs work in perpetuity.

Benefits of Your Bequest to EHC

• Receive estate tax charitable deduction.
• Lessen the burden of taxes on your family.
• Leave a lasting legacy.

How Do You Make a Bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift to be made to Environmental Health Coalition as part of your estate plan.

You can make a gift (bequest) to EHC through your will or living trust in the following ways:

• Gift of a percentage of your estate
• Gift of a specific dollar amount or asset
• Gift from the balance or residue of your estate

*The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties or liabilities. Please consult your financial advisor to complete your donation.

Contact us: If you have any questions please contact our Fund Development Manager, Clay Myers-Bowman at (619) 474-0220 ext. 118 or by email: Esta dirección de correo electrónico está siendo protegida contra los robots de spam. Necesita tener JavaScript habilitado para poder verlo.

We would be happy to assist you and answer any questions you might have.

Are you looking for a way to make a difference and help EHC further its environmental justice work? Did you know that you can make a charitable contribution to EHC from your IRA? And if you’re 70.5 or older, there are some added tax benefits to making your “Qualified Charitable Distribution” in this way.

Current tax law allows you to fulfill your required minimum distribution (the amount you must withdraw from your IRA each year) without impacting your taxable income. In other words, an IRA charitable rollover is a way you can both help EHC continue its valuable work and at the same time lower your income and taxes from your IRA withdrawals.

Benefits of an IRA charitable rollover:

• Minimizes your tax obligation at the federal and state level on transfers of up to $100,000 from your IRA to our organization
• Satisfies your required minimum distribution (RMD) for the year
• Reduces your taxable income, even if you do not itemize deductions, or may even keep you in a lower tax bracket

How to make a contribution through your IRA:

• Contact your financial adviser and request that a “Qualified Charitable Distribution” be made directly to Environmental Health Coalition. Your IRA funds will be directly transferred to EHC to help continue our important work.
• Identify your gift with your name, address, and intention to use it as a “Current Year IRA Qualified Charitable Distribution."
• Use the following information on your request: Environmental Health Coalition, 2727 Hoover Avenue, Suite 202, National City, CA 91950. EIN# 95-3798792.
• Please note that IRA charitable rollover gifts do not qualify for the standard annual charitable deduction. You must complete the transaction before December 31 for consideration in tax filings for that year.

Contact Us

If you have any questions about an IRA charitable rollover gift, please contact our Fund Development Manager, Clay Myers-Bowman at (619) 474-0220 ext. 118 or by email: Esta dirección de correo electrónico está siendo protegida contra los robots de spam. Necesita tener JavaScript habilitado para poder verlo.. We would be happy to assist you and answer any questions you might have.

Are you looking for a way to make a big difference to help EHC further its environmental justice work? Did you know that you can make a charitable contribution to EHC through your IRA? That’s right, and if you’re 70.5 or older, there are some added tax benefits to making your “Qualified Charitable Distribution” in this way.

Current tax law allows you to fulfill your required minimum distribution (the amount you must withdraw from your IRA each year) without impacting your taxable income. In other words, an IRA charitable rollover is a way you can both help EHC continue its valuable work and at the same time lower your income and taxes from your IRA withdrawals. That’s even better than the benefits of making a standard charitable contribution!

Benefits of an IRA charitable rollover:

• Minimizes your tax obligation at the federal and state level on transfers of up to $100,000 from your IRA to our organization
• Satisfies your required minimum distribution (RMD) for the year
• Reduces your taxable income, even if you do not itemize deductions, or may even keep you in a lower tax bracket
• Allows you to help further EHC’s work to ensure clean air and a safe environment for all

How to make a contribution through your IRA:

• Contact your financial adviser and request that a “Qualified Charitable Distribution” be made directly to Environmental Health Coalition. Your IRA funds will be directly transferred to EHC to help continue our important work.
• Identify your gift with your name, address, and intention to use it as a “2018 IRA Qualified Charitable Distribution”.
• List our name as “Environmental Health Coalition,” our address as 2727 Hoover Avenue, Suite 202, National City, CA 91950, and our EIN# as 95-3798792
• Please note that IRA charitable rollover gifts do not qualify as a standard charitable deduction. Complete the transaction before December 31, 2018 for consideration in 2018 tax filings.

Contact Us

If you have any questions about an IRA charitable rollover gift, please contact our Fund Development Manager, Clay Myers-Bowman at (619) 474-0220 ext. 118 or by email: Esta dirección de correo electrónico está siendo protegida contra los robots de spam. Necesita tener JavaScript habilitado para poder verlo.. We would be happy to assist you and answer any questions you might have.

Each spring, EHC proudly hosts its annual awards celebration to recognize environmental justice heroes making our communities healthier and safer places to live, work and play. 

Thank you to everyone who made our 2018 Awards Celebration, United to Vote, a tremendous success.

To view photos and relive the evening, click here. 

Stay tuned for the announcement of our 2019 awards celebration!