Create a Lasting Connection to the Methow Valley

If you have a donor-advised fund, or DAF, you may recommend a grant to the Methow Valley Interpretive Center.

Contact your fund administrator or financial adviser and request that a grant be made to MVIC. Please include your name and contact information with the grant so we can acknowledge your generosity.

Organization information

• Legal name: Methow Field Institute dba Methow Valley Interpretive Center

• Federal tax identification number: 91-1626127

• Mailing address: PO Box 771, Twisp, WA 98856

• Contact: mvinterpretivecenter@gmail.com

• Phone: 509-997-0620

If you prefer, you may be able to recommend a gift through the Community Foundation of North Central Washington. Please contact MVIC or the Community Foundation to confirm the appropriate instructions.

If you are age 70 1/2 or older, you may be eligible to make a Qualified Charitable Distribution, or QCD, directly from an individual retirement account to MVIC.

A QCD may:

• Satisfy all or part of your required minimum distribution if you are required to take one

• Exclude the transferred amount from your taxable income

• Provide a tax-efficient giving option even if you do not itemize deductions

• Allow you to support MVIC without first receiving the IRA distribution yourself

To qualify, the funds generally must be transferred directly from the IRA administrator to an eligible charitable organization. A QCD is not also claimed as a charitable income-tax deduction.

Please contact MVIC before initiating a transfer so we can confirm the appropriate receiving instructions and properly acknowledge your gift.

Request IRA Gift Information

A gift of appreciated stocks, bonds, or mutual-fund shares may offer advantages to you and MVIC.

Depending on your circumstances, donating securities directly rather than selling them first may allow you to:

• Avoid recognizing some or all of the capital gain on the donated assets

• Receive a charitable deduction based on the assets' eligible fair-market value

• Make a larger charitable gift than might otherwise be possible

Securities may be accepted directly by MVIC or through the Community Foundation of North Central Washington, subject to the receiving organization's policies.

Please contact us before initiating a transfer. Stock gifts frequently arrive without information identifying the donor, so advance notice helps us acknowledge your gift and follow your wishes.

Brokerage House: Charles Schwab

Account Name: Community Foundation of North Central Washington

DTC Number: 0164

Account Number: 4480-6710

Tax ID #: 91-1349486

Reference: Include the Donor Name and specify your Agency Fund Name (METHOW VALLEY INTERPRETIVE CENTER)  in the memo/reference field.

Request Stock Transfer Instructions

A charitable bequest is a gift made through your will or living trust. It can provide meaningful future support for MVIC without affecting your finances during your lifetime.

A bequest may take several forms:

• A specific dollar amount

• A percentage of your estate

• A particular asset

• All or part of the remaining balance of your estate

• A contingent gift that takes effect under circumstances you define

You can revise a charitable bequest if your circumstances or priorities change.

Your attorney can help you determine the language that best reflects your wishes. Before finalizing a restricted bequest, we encourage you or your adviser to contact MVIC so we can ensure that your intended use can be honored over time.

Sample general bequest language

I give to Methow Field Institute dba Methow Valley Interpretive Center, a nonprofit organization located in Twisp, Washington, federal tax identification number 91-1626127, the sum of $________ [or ______ percent of my estate, or a description of the property] to be used for its general charitable purposes.

This sample is provided for informational purposes only. Your attorney should prepare or review any language included in your estate-planning documents.

You may be able to name the Methow Valley Interpretive Center as a beneficiary of all or part of:

• An IRA, 401(k), 403(b), or other retirement account

• A life-insurance policy

• A bank or investment account with a payable-on-death or transfer-on-death designation

• The remaining balance of a donor-advised fund

Beneficiary designations generally can be changed without revising your will. Contact the administrator of the account or policy to request a beneficiary-designation form.

Retirement assets can be particularly tax-efficient charitable gifts because eligible nonprofit organizations generally do not pay income tax on the retirement assets they receive.

Please use MVIC's complete legal name (Methow Field Institute dba Methow Valley Interpretive Center) and federal tax identification number (91-1626127) when completing your form.

MVIC has a charitable fund at the Community Foundation of North Central Washington.

A gift to this fund can help strengthen MVIC's long-term financial sustainability. Depending on the fund's current policies, the Community Foundation may also be able to assist with gifts of securities, retirement assets, donor-advised fund grants, real estate, or other complex assets.

Before making a gift, please contact MVIC or the Community Foundation to confirm:

• The exact name of MVIC's fund

• Whether gifts are added to principal or made available for current use

• The types of assets the fund can accept

• How to ensure that your gift is properly attributed and acknowledged

Support MVIC’s Community Foundation Fund.