Ways to Donate

Gifting stock to ACCESS is a simple and powerful way to fund our mission. One benefit of donating appreciated securities, like stock, is that the tax savings enable you to make a gift at less cost than if you were to donate the equivalent amount in cash outright. Other benefits include:

• You can easily donate appreciated stocks, bonds, or mutual funds
• The total value of the stock upon transfer is tax-deductible
• There is no obligation to pay any capital gains taxes on the appreciation

Stock transfer information:

Contact the institution where your stocks are held and let them know you’d like to transfer the shares to ACCESS using the following information.

• Receiving Firm: D.A. Davidson & Co.
  Account Registration: ACCESS
  DTCC Clearing #: 0361
  Account#: 2228-1482
  Memo: Gift – ACCESS
  Tax ID: 93-0665396
  
  
• Investment Firm Contact: David Preszler
  D.A. Davidson & Co.
  3210 Hillcrest Park Dr. Suite 200
  Medford, OR 97504
  Phone#: 541-608-4387
  Fax#: 541-608-4361
  Dave’s Assistants: Amanda Bailey (541-608-4382) or Maddy Dalton (541-608-4373)
  

Stock donations transferred to our account might not be accompanied by donor information. We want to be sure we can acknowledge your charitable donation of stock and send you a tax receipt, so please be in touch at (458) 488-1240

Naming ACCESS as a beneficiary on your retirement account or life insurance policy is a simple and powerful way to support the important work of our organization without changing your will or living trust. Additionally, individuals who inherit retirement plan assets are usually required to pay income tax on them, so they’re often considered among the best assets to leave to charity.

Ask your retirement plan administrator or financial institution for a change of beneficiary form to name ACCESS as a charity beneficiary.

Important information for your attorney or advisor:

Legal Name: ACCESS
Tax ID: 93-0665396
Physical Address: 3630 Aviation Way, Medford, OR 97504
Mailing Address: PO Box 4666, Medford, OR 97501

Please let us know when you’ve included ACCESS in your will or made a beneficiary designation for ACCESS so that we can thank you! Estate/Bequest Confirmation Form PDF

The purpose of this information is for general knowledge and is not meant to be legal advice. Tax deductions vary based on applicable federal laws.

If you’re 70-1/2 or older, you can donate up to $100,000 per tax year directly from an Individual Retirement Account (IRA) to charities like ACCESS. Qualified Charitable Distributions (QCD), otherwise known as IRA charitable rollovers or IRA gifts, are a great way to support our lifesaving work by allowing your dollars to go further: QCDs may be excluded from your taxable income and qualify towards your required minimum distribution (RMD).

• Contact your IRA administrator and instruct that person to transfer funds to ACCESS.
• We would love to thank you for your gift. Please have your IRA administrator include your full name and mailing address on the gift. Also, have your administrator note that the transfer is an IRA Qualified Charitable Distribution.

If you’d like to make a QCD gift, your financial institution should make the check out to “ACCESS” and mail it to our mailing address:

ACCESS Finance Department
PO Box 4666
Medford, OR 97501

When you include ACCESS as part of your estate plan, you ensure that community care and support is part of your legacy. Unrestricted bequest gifts give us the greatest flexibility to use funds where they are most needed.

There are options to leave ACCESS:

• a stated dollar amount
• a specific property or security including real estate, stock, and/or bonds, or
• a percentage of your residual estate (what remains after gifts to loved ones and expenses have been paid)

ACCESS has an Endowment Fund which is professionally managed by the Oregon Community Foundation. The endowment fund provides a steady income to help offset our general operating costs, fund new and innovative programs and help provide for a healthy financial future. 

Your charitable gift to the endowment fund is invested by ACCESS. The principal remains intact, while the earnings/interest can be used to support our programs. You can direct your endowment fund gift to a specific program or make it unrestricted. You can also name your endowment gift ($5,000 or more) in honor or memory of a loved one.

The purpose of this information is for general knowledge and is not meant to be legal advice. Tax deductions vary based on applicable federal laws.

Join forces with ACCESS to create meaningful partnerships that can engage employees and highlight your commitment to philanthropy. With many different opportunities available, our Donor Support team can help you find the right solution for your business. 

Visit our Corporate Partners page for more information about packages and benefits.

Your employer may offer a Matching Gift Program to ACCESS. You may be able to double or even triple your gift to ACCESS. Please contact your Human Resources Department for information on forms and for their charitable guidelines/restrictions to complete your Matching Gift request. 

Some companies even provide an online process, or you can send your employer’s form with your donation.