DONATIONS OF STOCK and other PLANNED GIVING OPTIONS
Please contact your broker to make a gift of stock:
DTC # 0062
For credit to Vanguard account # 40518333
Bayside Housing & Services is a non-profit organization under section 501 (c) (3)
Tax ID Number: 47-1798297
Ask your broker to put your name in the delivery instructions
(last name first, in the event the instructions are not transmitted in their entirety),
and notify Karen Clemens, Development Director
at karen@baysidehousing.org to inform us of your stock transfer.
SCROLL DOWN FOR INFORMATION ABOUT ADDITIONAL PLANNED GIVING OPTIONS.
PLANNED GIVING
Bayside Housing & Services
(Tax ID 47-1798297)
There are so many meaningful ways to support Bayside Housing & Services' mission! One of the most powerful ways is to include us in your estate or other planned giving to help ensure that no one need be homeless or hungry in Jefferson County ever again. Thank you for sharing what you've created in your lifetime to ensure that others will continue to thrive into the next!
GIVING FROM INVESTMENT ACCOUNTS
BEQUESTS
One of the simplest and most common ways to include Bayside in your giving plan is to bequest funds in your will or revocable living trust.
This can be as simple as working with your attorney to add simple bequest language. Sample language: “I give ________ percentage (__%) of my residual estate to Bayside Housing & Services, a nonprofit 501(c)(3) corporation, located at 310 Hadlock Bay Road, Port Hadlock, Washington, tax ID 47-1798297 to be used as determined by Bayside's Board of Directors in support of housing and related services.”
Using bequest language in a will or revocable living trust can include donating a percentage of your estate or a specific dollar amount, securities, or real estate.
If you'd like to restrict your gift to a specific area of our work (for example, permanent supportive housing, tiny shelter villages, family housing, or our meal programs), please contact our office at donations@baysidehousing.org to discuss your wishes.
Listed below are common ways to give to Bayside Housing & Services from your retirement or other investment accounts:
Bayside Housing & Services is a non-profit organization under section 501(c)(3). Tax ID Number: 47-1798297
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Gifts of Stock: Please contact your broker to make a gift of stock using DTC # 0062 - for credit to Vanguard account # 40518333. Ask your broker to put your name in the delivery instructions (last name first, in the event the instructions are not transmitted in their entirety), and notify Karen Clemens, Development Director at karen@baysidehousing.org to inform us of your stock transfer.
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Traditional IRAs and qualifying 401(k) or 403(b) Plans: Work with your broker or simply complete standard plan paperwork naming BAYSIDE HOUSING & SERVICES (Tax ID 47-1798297) as a primary or contingent beneficiary for all or a percentage of your IRA, 401(k) or 403(b) plan benefit.
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Life Insurance Policies: Complete a standard beneficiary designation form provided by your insurance company and name Bayside Housing & Services (Tax ID 47-1798297) as a beneficiary for all or a percentage of the benefit amount.
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Charitable Trusts & Annuities: Please consult your attorney.
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Bank or Brokerage Accounts: Name Bayside Housing & Services (Tax ID 47-1798297) as a "Payable on Death" (POD) or "Transfer on Death" (TOD) beneficiary of your bank or brokerage account(s).
CONTACT US
WITH YOUR GIVING QUESTIONS
FRIENDLY DISCLAIMER
The information on this website, and in any documents attached to this website, do not constitute legal advice.
Before making any gift to Bayside Housing & Services, donors should seek independent advice, including legal and tax advice.
Bayside Housing & Services cannot provide legal advice to members of the public. However, our Executive Director and Director of Development can discuss in general terms, with a donor or a donor’s attorney, issues associated with a proposed gift or bequest to Bayside Housing & Services.