Other Ways to Give: Security, Wills and Real Estate. 501c3 tax deductible
We are able to accept donations in the form of stock, government (including municipal) debt and corporate debt through the Depository Trust Company (DTC) from any brokerage account into Cause to Wonder, Inc.’s holding account at Pershing, LLC, One Pershing Plaza, Jersey City, New Jersey 07399. Provide your broker with the following information when asking them to make the transfer:
DTC #: 0443
Account #: 068-063767
Portsmouth Financial Services (415) 543-8500
For the benefit of Cause to Wonder, Inc.
THINK OF US IN YOUR WILL
Remembering Cause to Wonder in your will.
Wills and bequests are the most common planned gifts. You direct the distribution of your assets and provide for your heirs, as you choose. This can eliminate or reduce certain taxes or other costs. You can designate a portion of your assets as a gift to Cause to Wonder in bequests. Testamentary gifts to the Cause to Wonder, or other charities, can take many forms, either through a new will, or through a "codicil," an amendment to your existing will.
The types of charitable bequests :
Cash Bequest: Cause to Wonder receives a specified dollar amount.
Specific Bequest or Devise of Property: Cause to Wonder receives specified assets, such as securities, an interest in real estate (such as land, residence, or vacation home), or tangible personal property (such as art work, jewelry, or rare books.)
Residuary Bequest or Devise: Cause to Wonder receives all, or a percentage, of the remainder of your estate after specific legacies, debts, taxes, and estate expenses have been paid.
Contingent Bequest or Devise: Cause to Wonder receives a gift only if certain conditions are met. There are a wide variety of conditions that you could place on such a bequest. For example, if you outlive other named beneficiaries, then all or part of your estate would benefit Cause to Wonder.
For your consideration and that of your estate advisor, below are examples of language that you may add to your will or a codicil to include Cause to Wonder:
I give and bequeath to Cause to Wonder, a non-profit organization (Tax Tax ID # 27-888889), 3010 Royal circle, Kingwood Texas 77339 for its charitable purposes, the sum of ______ Dollars ($ _____) - OR - _______percent (___ %) of my residuary estate.
An unrestricted bequest allows your gift to be used in the area of greatest need.
I give and bequeath to Cause to Wonder, a non-profit organization (Tax Tax ID # 27-888889), 3010 Royal circle, Kingwood Texas 77339 for its charitable purposes, the sum of ______ Dollars ($ _____) - OR - _______percent (___ %) of my residuary estate to support _________________________ (e.g. environmental education, natural resource protection, cultural preservation.)
If you have a more specific purpose in mind, please contact us so that we can work with you to ensure that your wishes can be met.
Bequest of Specific Assets
I give and bequeath to Cause to Wonder, a non-profit organization (Tax ID # 27-888889), 3010 Royal circle, Kingwood Texas 77339 for its charitable purposes, _______________ _________ (e.g., a vacation home, land, a painting, stock, jewelry - please include detailed descriptions of these items.)