DONATE

Other Giving Opportunities

There are many ways to make a contribution to Insight besides cash donations.

Gift of Securities

Donating appreciated securities, such as stocks or bonds, is another way to make a donation to Insight that can also be tax-effective for US taxpayers. Transferring stocks, mutual funds or bonds is easily done through your broker or mutual fund custodian with what is called a “DTC transfer” to Insight’s brokerage account. If you would like to give in this way or get more information, please contact Rachael Jayne. Rachael@insightseminars.org

NOTE: There are special US tax rules for valuing a charitable gift of stock. The value of a gift of stock is determined by taking the average between the high and low stock price on the date the gift is received by Insight. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Gift of Real Property

A contribution of real property can generate funds for Insight or even be used to benefit the organization. A gift of real estate that is fully depreciated or idle and no longer needed by its owner can make a significant contribution to support Insight. Please contact Rachael Jayne Rachael@insightseminars.org if you have interest in making this type of gift.

Gifts in Kind – Volunteering

Gifts in kind include utilizing your specialized talents. If you would like to volunteer and share your skills and expertise with us, check out our volunteer page.

Bequest in your Will

You can designate Insight as a beneficiary in your will when you do your estate planning. There is a lot of flexibility on how you can do this, e.g., as a percentage of your estate, a gift of a specific dollar amount or a specific asset, or you can make a gift from the balance or residue of your estate.

You can give to Insight without any conditions or designate where the bequest is to be applied.

When designating Insight as a bequest beneficiary, use this information:

Insight Seminars
1902 A Lincoln Blvd #516
Santa Monica, CA 90405

Federal Tax ID no. 46-2869107

Beneficiary Designation Gifts

You can designate Insight as a beneficiary of a retirement, investment or bank account, or your life insurance policy.   When you establish these types of accounts, or at any time in an established account, you have the option to designate Insight as a full, partial or contingent beneficiary.

Charitable Trusts

There are various types of trusts which allow you to transfer cash or appreciated property to fund a charitable trust that benefits both you and Insight. Charitable Remainder Trusts provide you with income for life or a set term of years. A Charitable Lead Trust makes makes distributions to Insight for a number of years after which you or your family receive the trust remainder at a substantial tax savings. Your tax professional can assist you to establish whether one of these trusts is a good financial approach for you.

About donations

Insight Seminars is recognized by the Internal Revenue Service as an exempt public charity organization under section 501 (c) (3) of the Internal Revenue Code. Contributions to Insight Seminars are tax-deductible under section 170 of the IRS Code. In addition, Insight Seminars can receive tax-deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Insight Seminars’ Federal EIN Number is 46-2869107.

Confirmation of Insight’s nonprofit status can be confirmed at this IRS web site:

https://www.irs.gov/Charities-&-Non-Profits/Search-for-Charities