Thank you for considering Dance for PD in your giving plans. We invite you to contact us if you would like more information about any of these pathways to giving.

Stock Gifts can easily be made by electronic wire transfer to our Schwab Account. Ask your financial advisor to reach out to us. Please make sure your broker lets us know the number and kind of shares that are being donated so that we can quickly verify the transaction. In addition, please note our legal nonprofit name “Discalced, Inc.” for all wire transactions and designate your gift to Dance for PD. Many people choose to transfer securities rather than making a direct contribution of cash. Should you choose this method of giving, you may not pay any capital gains tax on your gift, and you may be able to claim a Federal income tax deduction based on the full fair market value of the securities on the effective date of your gift.

Direct Registration Account(DRS) or Dividend Reinvestment Program (DRIP) Gifts made through a transfer agent such as Computershare, BNY Mellon, or another agent, will prompt the agent to mail a transfer form to us. PLEASE NOTE: Their notification may only list the transaction. To ensure we have your information so that we can acknowledge your generosity personally, please email us once the transfer is confirmed to share the number, kind, date of your donation, and confirmation number.

IRA Charitable Rollovers allow individual taxpayers age 70½ and older to donate distributions up to $100,000 annually to charitable organizations. These contributions can be made directly to the Mark Morris Dance Group from traditional IRAs or Roth IRAs. They are not included in the donor’s adjusted gross income and are considered tax-free gifts.

Donor-Advised Funds enable donors to make a tax-deductible charitable gift to a sponsoring non-profit organization and subsequently determine grants to be made to various other non-profits from that fund. Donors can continue to contribute to the fund over time and donations are typically invested at the donor’s discretion with the potential for tax-free growth.

Planned Gifts – Legacy Society Giving
Planned gifts provide for the company’s future while creating a lasting and meaningful legacy for you and your loved ones. When you name Discalced, Inc. (our legal nonprofit name) in estate plans and designate your support for Dance for PD through bequests, gift annuities, charitable trusts, and beneficiary designations, you will automatically become a part of the Legacy Society. Your gift may have valuable tax benefits to you; and you’ll also enjoy invitation to a special annual event for Legacy Society members-only.

Planned gifts are determined in the present day and granted at a later date, often providing benefits to the donor such as reduced income and estate taxes. Planned gifts can be made to the Mark Morris Dance Group (or to our legal nonprofit name “Discalced, Inc.”) through IRA Charitable Rollovers, Bequests, Donor-Advised Funds, and Life Insurance and Retirement Plans. Please be sure to designate that funds be used for Dance for PD programming.

Bequests can be made through a living trust or will. This type of planned gift can be assigned a specific dollar amount or a percentage of your total estate. The Mark Morris Dance Group or the Dance for PD program can also be designated as a contingent beneficiary should other beneficiaries predecease the donor. Bequests often significantly reduce the sum of your taxable estate.

Through our partnership with FreeWill, Dance for PD friends and donors can create a legal will in 20 minutes or less for free. Click here to learn more.

Life Insurance and Retirement Plans are other vehicles through which donors can support us. Life Insurance policies can be donated as tax-deductible gifts, with premiums still being paid on donated policies considered tax-deductible contributions as well. Assets from Retirement Plans such as IRAs, 401Ks, and 403Bs can also be given to the Mark Morris Dance Group as charitable gifts at significantly reduced taxation rates.