If you wish to provide ongoing support to the families of our heroes then please consider becoming a member.
Mail a check to:
The Hundred Club of Massachusetts
25 Braintree Hill Office Park, Suite 200
Braintree, Massachusetts, 02184
EIN# 04-2374190
Hundred Club W9
Other Ways to Give
You can double your donation to the Hundred Club of Massachusetts and increase the impact on the families of the fallen if your employer sponsors a matching gift program. These programs match charitable contributions (including your membership dues and donations) made by their employees. Gifts from an employee’s spouse as well as retirees sometimes also qualify for a match.
A donor advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to the Hundred Club and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.
You can recommend a contribution/grant to the Hundred Club to cover your annual membership dues or in any amount you decide. You can do this by:
- Contact your financial institution, foundation or your philanthropic advisor or fund manager directly and ask them to send a check to the Hundred Club of Massachusetts.
Please provide the following information to your advisor/institution:
- Mailing Address: Hundred Club of Massachusetts, Inc., 25 Braintree Hill Office Park, Suite 200, Braintree, MA 02184.
- Tax ID: 04-2374190
Regardless of age, designate the Hundred Club of Mass., Inc. as the beneficiary of all or a percentage of your IRA and it will pass to us tax-free after your lifetime. It’s simple, just requiring that you contact your IRA administrator for a change-of-beneficiary form or download a form from your provider’s website.
If you are age 70 ½ and above, you can also make a qualified charitable contribution (QCD) from your IRA to make a charitable donation or pay for your membership dues. This can count towards satisfying your required minimum distributions (RMDs) for the year. This also lowers your taxable income.
Please contact your fund manager or account administrator and/or contact thines@100clubmass.org to learn more.
Tip: It is critical to let us know of your gift because many popular retirement plan administrators assume no obligation to notify a charity of your designation. The administrator also will not monitor whether your gift designations are followed.
If you include the Hundred Club of Massachusetts in your plans, please use our full legal name and tax ID number.
Legal name: Hundred Club of Massachusetts., Inc.
Address: 25 Braintree Hill Office Park, Suite 200, Braintree, MA 02184
Federal tax ID number: 04-2374190
Contact Tracie Hines at thines@100clubmass.org to get started.
Has a stock, bond, or mutual fund that you purchased in the past increased in value? If so, a gift of stock or other appreciated securities to the Hundred Club of Massachusetts is a tax-saving strategy worth considering.
Why donate stocks and bonds?
By making a gift using appreciated securities, you can completely avoid capital gains taxes. You can also take an income tax charitable deduction for the fair market value of the shares given to the Hundred Club and support our families at the same time. As always, please be sure to follow IRS rules to benefit from these generous tax savings.
Why this option might be right for you:
- You own publicly traded securities — if you’re unsure, please consult with your financial advisor
- Some of these securities have increased in value since you bought them
- Some of these securities may provide you with little or no dividends
How it works
To make this type of gift, transfer shares of one or more publicly traded securities, such as stocks, bonds, and mutual funds, to the Hundred Club of Massachusetts, Inc. Here are a few tips and best practices to keep in mind:
- Use stocks, bonds, or mutual funds that you’ve owned for at least one year and that have appreciated in value.
- Transfer the appreciated securities directly to the Hundred Club — don’t sell them. By donating the shares to charity, you’ll avoid paying tax on the capital gain.
- The Hundred Club, in turn, will sell the shares, and no taxes will be due on the gain because we are a public charity exempt from taxes.
- If eligible, you can take an income tax charitable deduction of up to 30% of your adjusted gross income for the fair market value of the shares transferred. That will save you even more in taxes if you itemize deductions.
- You can carry forward any unused deduction for an additional five years.
How to make the donation
To initiate the transfer, please contact, David H. Carlson, Senior Vice President – Wealth Management, UBS Financial Services.
One Post Office Square, 33rd Floor
Boston, MA 02109
david.carlson@UBS.com
Toll Free: 844-292-7367
Direct: 617-261-2508
Fax: 855-822-5268
International Fax: 201-318-6518
NMLS 1219851
CA Ins Lic OI24058
