Cash, Check or Credit Card
Gift of stock or bonds
A gift of your securities, including stocks or bonds, is an easy way to make a gift. By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets. Download this template letter to provide to your brokerage firm.
IRA Charitable Rollover
An IRA Charitable Rollover is a tax-exempt distribution from the IRA. The amount transferred can be used to meet your required minimum distribution. A donor age 70 1/2 or older can transfer up to $100,000 from their IRA to a qualified charity, such as Obria Medical Clinics, each year. A married couple who are both 70 1/2 or older at time of the transfer can each transfer $100,000 from their IRA’s for a total of $200,000.
Your IRA administrator may take several weeks to process your request for a transfer of your distribution to Obria Medical Clinics. Please consult with your IRA plan administrator for instructions and deadlines. Please note that distributions from your IRA that are made out to you personally and not to the Obria Medical Clinics will not count as an IRA Charitable Rollover. Download this template letter to provide your IRA administrator.
As a Charitable Gift Account (aka Donor Advised Fund) Holder, you can make grant recommendations to the charitable accounts at your brokerage firm. There are no restrictions on the maximum number of grants that can be recommended in any given time period, and the minimum requirement is at least one grant every seven years. For more information, please contact Obria at 949.916.0763 or Clare Venegas at email@example.com
Brokerage Charitable Gift Accounts
(Other Donor Advised Funds Such As Fidelity, Vanguard, etc.)
Obria Medical Clnics of Southern California welcomes requests from Corporations and Foundations interested in collaborating with Obria on its mission. For more information, please contact Obria at 949.916.0763 or Clare Venegas at firstname.lastname@example.org
Corporate and Foundation Relations
You can leave a legacy for life by remembering Obria Medical Clinics in your will. Simply contact your attorney to add a charitable gift to your will using sample language such as:
“I bequeath $___ or ___% of my estate to Obria Medical Clinics of Southern California, 1215 E Chapman Ave. Ste 8, Orange, CA 92866.”
Donations of vehicles or property such as your home, vacation property, vacant land, and personalproperty such as works of art or jewelry, may be given to Obria Medical Clinics subject to the approval of our Board of Directors. Please contact Clare Venegas at Obria at 949.916.0763 or email@example.com
Donation of Vehicles or Other Tangible Assets
Requests to match or even double gifts made are accepted. Opportunities are available to match gifts made by other donors, businesses or your employer.
Turn your everyday shopping into support for Obria. It’s really easy, safe and only takes a few minutes for this one-time enrollment. Participating merchants return a portion of each purchase, up to 20%. There are no costs to you or Obria. Link any credit or debit card and then shop as you normally would and donations are automatically sent to us on your behalf. Linking your cards is secure via standard bank encryption. Your cards are not, will never be, charged or stored. Click here to learn more.