The Art of Giving
Unique Ways to Help the Society
Your generous support allows the La Jolla Historical Society to pursue its mission and create an exciting future. There are many ways to make a meaningful short-term and long-term tax-deductible (where applicable) donation to the Society, and a variety of areas to which you may consider directing your gift.
Membership
As a member of the La Jolla Historical Society, you are an integral part of our heritage preservation and education efforts. At the same time, you receive access to the Society's collections as well as discounts and exclusive benefits according to your membership level. Click here for more information on becoming a member of the Society.
Corporate Membership
Organizations in the thriving La Jolla and San Diego business communities are offered the opportunity to be directly associated with the successes and aspirations of the Society when they become Corporate Partners. Various levels of membership are available to allow both large and small organizations to benefit from their association with the Society. Click here for more information on becoming a corporate member of the Society.
Cash
Your check, cash donation or gift by credit card can be deducted from your income tax for the full amount. The amount which may be deducted in any given year is limited to fifty percent of the donor's gross income, with a five-year carry-over allowed for any excess, subject to the fifty percent limitation each year. You can even donate online.
Pledge Plan
To create a convenient schedule for giving, you can choose to spread your donation over a period of up to five years. Pledge payments can then be conveniently made monthly, quarterly, semi-annually, or annually, based upon the schedule you select.
Planned Giving
There are numerous ways to leave a lasting contribution to the La Jolla Historical Society as part of your estate plans. Click here for more information on Planned Giving.
Gifts In-kind
Gifts of equipment, construction and landscaping materials, supplies, and printing will be considered on a case-by-case basis.
Securities
Gifts of marketable stocks, bonds or mutual funds to the La Jolla Historical Society can provide immediate benefit to the Society and, in many cases, beneficial tax deductions for the donor. Please note that, in order to receive a tax advantage, securities must be first transferred to the Society (not sold by the individual). In many cases, the fair market value of appreciated securities may be deducted. A gift of appreciated securities held longer than one year can result in greater tax benefits. First, you receive an income tax deduction for the fair market value of the appreciated asset, subject to your thirty percent limitation in any given year. Secondly, you avoid paying tax on capital gain.
As individual tax situations will differ, please consult with your tax advisor regarding what makes sense for you. If making an electronic transfer, we ask that you or your broker contact the Society at (858) 459-5335 so the gift can be properly acknowledged.
Closely-held or Restricted Securities
Gifts of stock in a closely-held corporation usually offer donors the same benefits as the contribution of other securities. However, Internal Revenue Service and Securities and Exchange Commission rules must be strictly observed and the donor must obtain an appraisal in order to apply for a charitable income tax deduction. Such gifts take time to transact. Please contact the Society when you consider such a gift.
Mutual Fund Shares
Mutual funds are subject to additional regulatory requirements and may take longer to transfer (up to ten weeks), so please allow sufficient time to make this gift.
Thank You!
We want to help you help us! Please consult your tax, financial and/or legal advisor concerning the various benefits of these options. The Society is grateful for your support! If we can assist you in any way, please contact us at (858) 459-5335.
