Help Mothers and Babies Thrive

A gift in your will, also known as a bequest, is a powerful way to leave a lasting legacy and make a meaningful impact on future generations. Once your loved ones are provided for, we invite you to consider extending your commitment to mothers and babies by including Mary’s Home in your estate plans. Your thoughtful planning can help ensure that life-saving services are provided into the future.

There are several ways you can make a bequest to Mary’s Home:

• Specific Bequest: Leave a fixed dollar amount or a percentage of your estate’s value to Mary’s Home in your will or living trust.
• Residual Bequest: Designate the remaining portion of your estate to Mary's Home after other expenses and beneficiaries have been taken care of.
• Contingent Bequest: Name Mary's Home as a contingent beneficiary, meaning we would only receive the gift if your primary beneficiaries are no longer living at the time of your passing.

To ensure your wishes are carried out, simply provide the following sample bequest language to your estate planning attorney:

Sample Bequest Language:

“I give and bequeath to Mary's Home of the Treasure Coast, Inc., a nonprofit organization with federal tax ID number 26-3714519 and a current mailing address of PO Box 958 Stuart, FL 34995 US, the sum of $                  [or                   % of my estate] for its general purposes.”

If you wish to support a specific program or initiative, please reach out to us at 772-223-5000 to ensure your gift can be used as intended and that it aligns with our ongoing needs.

Mary’s Home is a non-profit organization, and all donations are tax deductible according to IRS guidelines for 501(c)(3) organizations. A copy of the official registration and financial information may be obtained from the division of consumer services by calling toll-free within the state. 1-800-HELP-FLA, www.floridaconsumerhelp.com. Registration number CH35614. Registration does not imply endorsement, approval or recommendation by the state.

Qualified Charitable Distributions (QCDs): A Tax-Smart Way to Support Mary's Home!

If you are 70 1/2 or older, you can contribute up to $108,000 (for 2025) from your IRA directly to Mary's Home without incurring income taxes on the amount.

How to Make a QCD:

• Step 1: Consult your financial or legal adviser to determine if a QCD is right for you and to understand any relevant tax guidelines.
• Step 2: Contact your retirement plan administrator regarding your required minimum distribution for this year. Request to make a qualified charitable distribution to Mary’s Home (Federal Tax ID:26-3714519) for the amount you choose.
• Step 3: Follow your plan administrator’s instructions.
• Step 4: Notify our team once you’ve initiated your QCD gift. Plan administrators may not share your information with us, and we want to properly acknowledge and allocate your gift.
• Step 5: After Mary's Home receives your QCD, we will send you a confirmation acknowledgment.

Have Questions?

Contact us at 772-223-5000.

Disclaimer: This information is not intended as tax or legal advice. Please consult with your financial or legal adviser to see how a QCD may work in your specific situation.

Mary’s Home is a non-profit organization, and all donations are tax deductible according to IRS guidelines for 501(c)(3) organizations. A copy of the official registration and financial information may be obtained from the division of consumer services by calling toll-free within the state. 1-800-HELP-FLA, www.floridaconsumerhelp.com. Registration number CH35614. Registration does not imply endorsement, approval or recommendation by the state.

You can donate stock directly to Mary’s Home. This tax-smart option allows you to avoid capital gains taxes and receive a charitable deduction for the full market value of the gift.

How to Make a Gift of Stock to Mary’s Home:

• Consult Your Adviser
  Speak with your financial or legal adviser to understand the tax benefits and whether a stock donation is right for you.
• Contact Us
  Ready to donate? Contact us at 772-223-5000 for help or instructions on transferring securities.
• Confirmation
  Once we receive your gift, we’ll send an acknowledgment. If you’ve already initiated a transfer, please let us know to ensure proper use and recognition.

For questions, contact us at 772-223-5000.

Note: This is not tax or legal advice. Please consult your adviser for details.

Mary’s Home is a non-profit organization and all donations are tax deductible according to IRS guidelines for 501(c)(3) organizations. A copy of the official registration and financial information may be obtained from the division of consumer services by calling toll-free within the state. 1-800-HELP-FLA, www.floridaconsumerhelp.com. Registration number CH35614. Registration does not imply endorsement, approval or recommendation by the state.

A Donor-Advised Fund (DAF) offers a flexible and tax-advantaged way to support Mary’s Home and make a lasting impact on mothers and babies. With a DAF, you can:

• Make a one-time gift – Recommend a grant from your DAF to support Mary’s Home’s programs.
• Set up recurring support – Schedule monthly or quarterly grants from your DAF.
• Name Mary’s Home as a beneficiary – Designate us as a future recipient of your DAF.
• Employer matching – Your DAF grant may be eligible for a matching gift from your employer, multiplying the impact.

How DAFs Work:

DAF accounts are managed by financial institutions or community foundations, which invest the funds tax-free, allowing them to grow. Common DAF providers include:

• Commercial Organizations – Fidelity Charitable, Schwab Charitable, Vanguard Charitable.
• National Organizations – National Philanthropic Trust, American Endowment Foundation.
• Community Foundations – Local, religious, or regionally focused foundations.

Benefits of Using a DAF:

• Easy to establish and manage.
• Often requires a low or no minimum to start.
• You control when and how much to grant to Mary’s Home.
• Contributions are tax-deductible, and investment earnings grow tax-free.
• Convert non-cash assets like stocks, real estate, or art into DAF contributions (subject to DAF provider policies).

How to Make a DAF Grant to Mary’s Home:

• Step 1: Consult your financial or legal advisor to determine if a DAF is right for you. They can help you identify the right DAF holding agency and assist in setting up your account.
• Step 2: When you’re ready to make a grant, contact your DAF administrator to recommend a grant to Mary’s Home (Federal Tax ID: 26-3714519). Grants can be mailed to:
  Mary’s Home of the Treasure Coast, Inc.
  PO Box 958
  Stuart, FL 34995 US
• Step 3: Let us know about your grant! Sometimes DAF administrators do not provide donor information, and we want to ensure we acknowledge your generosity and use your gift as intended.
• Step 4: Once Mary’s Home receives your DAF grant, you will receive a confirmation acknowledgment.

Have Questions?

We are here to assist you. Contact us at 772-223-5000 for more information about making a DAF gift to Mary’s Home.

Please note: This information is not intended to provide legal or tax advice. Please consult with your advisor to understand how a DAF may work for your specific situation.

Mary’s Home is a non-profit organization and all donations are tax deductible according to IRS guidelines for 501(c)(3) organizations. A copy of the official registration and financial information may be obtained from the division of consumer services by calling toll-free within the state. 1-800-HELP-FLA, www.floridaconsumerhelp.com. Registration number CH35614. Registration does not imply endorsement, approval or recommendation by the state.

For all inquiries, including Wire/ACH instructions, please give us a call at 772-223-5000.

Many companies offer workplace giving programs that allow employees, spouses, and even retirees to make charitable donations through pre-tax payroll deductions. In many cases, employers will match these contributions, amplifying the impact of your generosity.

You can double or even triple your impact by taking advantage of employer matching gift programs!

• Step 1: Check with your HR department to confirm their participation in a matching program.
• Step 2: Follow your employer’s process for submitting a matching gift request and apply to have your donation matched.
• Step 3: Notify us that you’ve applied for a matching gift. Once your application is approved and the donation is confirmed, your employer will send the matching funds based on their schedule.
• Step 4: Once Mary’s Home receives the matching gift from your employer, you’ll receive confirmation from our team.

Workplace Giving

To learn more about contributing to Mary’s Home through payroll deduction at your workplace:

• Step 1: Contact your HR department to see if Mary’s Home is part of your company’s charitable giving or United Way campaigns. If Mary’s Home is included, let them know you’d like to designate your pledge to us.
• Step 2: If Mary’s Home is not currently listed, ask your HR team to add us to your company’s existing campaigns or consider starting a new one.

For questions, contact us at 772-223-5000.

Note: This information is not intended as tax or legal advice. Please consult with your legal or financial advisor to understand how matching gifts and workplace giving may apply to your situation.

Mary’s Home is a non-profit organization and all donations are tax deductible according to IRS guidelines for 501(c)(3) organizations. A copy of the official registration and financial information may be obtained from the division of consumer services by calling toll-free within the state. 1-800-HELP-FLA, www.floridaconsumerhelp.com. Registration number CH35614. Registration does not imply endorsement, approval or recommendation by the state.

Mary’s Home’s corporate partners are integral to our mission of providing a faith-based transitional pathway leading expectant women to a life of self-sufficiency and dignity for themselves and their babies. Your support allows us to make a lasting impact on mothers and babies.

We offer a variety of corporate partnership opportunities and are happy to collaborate with your business to create a tailored approach that aligns with your goals. Some ways you can engage with us include:

• Corporate Partnership Gifts: Make an annual contribution from your company to support Mary’s Home’s mission or a specific program of your choice. This gift makes an extraordinary impact on the sustainability of our mission.
• Event Sponsorships: Sponsor one of our major events, such as our annual Fashion Show & Luncheon, to raise visibility and provide critical funding.
• Employee Volunteer Opportunities: Offer your employees meaningful ways to give back by volunteering for our programs.

For more information on corporate giving, please contact us at 772-223-5000. We look forward to working together for a brighter future!

Mary’s Home is a non-profit organization and all donations are tax deductible according to IRS guidelines for 501(c)(3) organizations. A copy of the official registration and financial information may be obtained from the division of consumer services by calling toll-free within the state. 1-800-HELP-FLA, www.floridaconsumerhelp.com. Registration number CH35614. Registration does not imply endorsement, approval or recommendation by the state.