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Ways to Give

Ways to Give

At The Center at Belvedere, we are proud to serve older adults in the greater Charlottesville area. Armed with an entrepreneurial spirit and a dynamic approach to addressing community issues, The Center relies on diverse revenue streams to support its day-to-day operations. Philanthropy is key to keeping our programs and services growing and thriving while ensuring accessibility to all who want to participate.

Thank you for your support of the Center!

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Give Now - By Cash, Check, or Credit Card

An outright gift made in the form of cash, check, or credit card is usually the simplest, most convenient method for making a charitable contribution. To make a gift to support The Center right now you can:

• Donate Online, via our secure webpage.

• Mail your gift to:

The Center at Belvedere
540 Belvedere Blvd
Charlottesville, VA 22901.

• Give your gift in-person at The Center's Welcome Desk when The Center is open.

Please make checks payable to The Center.

Have questions? Call Melanie Benjamin, philanthropy director, at 434.220.9744 or email her at melanie@thecentercville.org


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Tributes & Memorials

You can make a gift that supports The Center and honor a friend, mentor or family member. Tribute gifts may be made in honor of a person or in their memory and are a meaningful way to celebrate shared milestone or remember the legacy of a loved one.

The Center will notify the person honored or the family of the loved one remembered that a gift has been made (no gift amounts are shared). Tributes and Memorials are also acknowledged in The Center’s News From The Center Newsletter, as well as in The Center’s Annual Report.

To ensure your tribute or memorial is noted properly, be sure to include with your gift:

• Gifts in Honor of a person - The full name and address of the person you are honoring

• Gifts in Memory of a person - The full name of the individual who is being honored, and the full name and address of the individual you wish to receive the tribute notification.   

For more information, please contact philanthropy assistant director Emily Evans at 434.220.9743.


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Give Stocks and Securities

Support the work of The Center by donating stocks and securities. We accept donations of commonly held, publicly traded stocks. The easiest way for you to gift stock or securities to The Center is through an electronic transfer (DTC) from your brokerage account to The Center’s account.

Donating stock or securities can be made in as little as two easy steps: 

  1. Complete the Stock Gift Notification form and return to us via email or US Postal Service. 
  2. Complete the Electronic Transfer Authorization form and provide it to your broker. This will provide your broker with all the information they need to complete a transfer on your behalf. 

To make a transfer of stocks, bonds or mutual funds, please work with your broker or if you have questions, contact Advancement Director, Melanie Benjamin at 434.974.7756 or Melanie@thecentercville.org

Information for Brokers Facilitating Transfers

Ameritrade manages the Center’s securities transfers. Their phone number is: 1-800-454-9272.

The account name is Senior Center, Inc.

The DTC number for electronic transfers is 0188.

Our account number is 426995119.

Please include the donor name in the “Text Comment” section of the DTC Screen in order to identify the donor associated with the stock donation. This ensures that the gift can be properly acknowledged.

For printer-friendly instructions, click here

Gift Valuation

Your generous charitable gift to The Center will be valued at the median market price on the date of the gift, which is determined by the day the securities are received in our account.


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Support The Center through your IRA using a Qualified Charitable Distribution (QCD)

If you are at least 70½ years old, you are eligible to make a Qualified Charitable Distribution (QCD) from a traditional or Roth IRA. Amounts distributed to support the Center will be excluded from federal income. For a distribution to The Center, please designate The Senior Center, Inc. and tax ID 54-0735666.

How do I make a QCD to The Center?

• You must be at least 70½ years old on the date of the distribution to charity.

• Distributions must be made from an IRA, including inactive SEP and SIMPLE plans. Distributions from any other type of retirement plan (401(k), 403(b), 457, Keogh, and active SEP and SIMPLE plans) will not qualify.

• QCD distributions are limited to $100,000 in total during each year.

• A distribution must be made outright to a qualified public charity – it cannot be used to fund a charitable remainder trust, gift annuity, donor advised fund, or family foundation.

• Your plan administrator must transfer the funds directly – you may not receive the distribution first and then transfer it to the charity.

• The distribution must be received by the charity on or before December 31, 2020 to be counted in the 2020 tax year.

• Each distribution will be excluded from federal taxable income. 

• Because the QCD distribution is not taxable income, you cannot claim a deduction for federal tax purposes. Some states may treat distributions as income followed by a deduction. Please check with your tax advisor to learn more.

• Note that QCDs typically count toward your required minimum distribution (RMD) if you are required to take one, but the federal CARES Act has eliminated RMDs in most cases for the 2020 tax year.  Using a QCD to make charitable gifts will reduce the value of your IRA and taxable RMDs in future years.

Have questions or want to make The Center a beneficiary of your IRA? Call Melanie Benjamin, Philanthropy Director at 434.220.9744 or email her at melanie@thecentercville.org


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Matching Gifts

Did you know that hundreds of companies match their employees -- and retirees -- donations to qualified nonprofit organizations? The Center qualifies for virtually all corporate matching gift programs. Making a gift to The Center and then completing the matching gift paperwork with your employer or former employer can double even triple the value of the gift to The Center.

Contact your current or former employer directly to learn if they offer a corporate matching gift program or contact a member of The Center’s philanthropy team at 434.974.7756. We are happy to help you find information on companies that provide matching gifts.


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Planned Giving

Planned giving, also referred to as legacy giving, is a charitable contribution, made either during an individual’s life or at his/her death as part of an overall financial or estate plan. Planned Gifts include gifts of cash, stocks, life insurance, real estate, or personal property.  Legacy giving often allows individuals to make larger gifts to charitable organizations than they could make using their discretionary income. 

Types of planned gifts include:

Bequests – Naming The Center as a beneficiary of your will or living trust is called a bequest.  Bequests can be made to direct cash or securities of a specific amount to The Center. Alternatively, bequests may be a percentage of an estate’s value.  Bequests can also be personal property or real estate.  Bequest allow donors to retain their assets during their lifetime and are also revocable, meaning donors may change beneficiaries to their estate at any time.

Gifts of Retirement Assets – Like a bequest you can name The Center as a beneficiary of your retirement plan.  And like bequests, you retain the assets throughout your lifetime, and you can change the beneficiaries of your retirement plan as you see fit.

Gifts of Life Insurance – Some community members have named The Center as a beneficiary in a life insurance policy. 

Charitable Gift Annuities (CGAs)– Working with their financial advisor, some community members elect to fund a Charitable Gift Annuity which is a contract between a donor and a charity, where the donor transfers stocks or cash to the charity in exchange for a tax deduction and a lifetime of income from the charity. At the death of the income beneficiary, the charity will receive the balance of funds left in the CGA. Once funded, CGAs are irrevocable.

Charitable Remainder Trust (CRT) – A Charitable Remainder Trust is another irrevocable planned giving vehicle that can generates an income stream for the donor or the donor’s designated beneficiaries for a number of years or for their lifetime. At the end of the CRT term or at the death of the last beneficiary the remainder of the donated CRT assets go to your favorite charity or charities.

The Center has benefited significantly from generous community members who chose to financially support The Center through planned gifts. If you are considering including The Center as a beneficiary in your estate plans or want to learn more about planned giving, please contact Melanie Benjamin, Philanthropy Director at 434.220.9744 or email her at melanie@thecentercville.org.


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Gifts of Materials

Looking for ways to help The Center? Interested in buying or funding specific items that are needed? These items are needed to support our programs, administration and grounds.

Office Supplies

  • • Blue, Black and Red ball point pens
  • • Black Sharpie markers (fine, medium & broad point)• 8½" x 11" standard white or color copy paper
  • • Post-it notes
  • • Binder Clips
  • • Yellow legal pads

Cleaning Supplies

  • • Paper Towels
  • • Clorox Wipes
  • • Microfiber towels
  • • Laundry Detergent

Misc.

  • • Indoor Plant food
  • • Spray bottles

 

For more information, please contact philanthropy director Melanie Benjamin at 434.220.9744 or Melanie@TheCenterCville.org