Donate — Health Leads

There are 3 options to give through a donor-advised fund:
1. Recommend a DAF grant through your financial institution or foundation
2. Contact your fund manager and recommend supporting Health Leads
3. Already have a donor-advised fund via Fidelity Charitable, Schwab Charitable, or BNY Mellon Charitable Gift Fund? Use the widget below:

When granting through your donor-advised fund, please use the following information:

TAX ID:
45-0484533

Mailing Address:
Health Leads
PO Box 961630
Boston, MA 02196

Please make your check payable to “Health Leads, Inc.” and mail it the address listed below.

Health Leads
PO Box 961630
Boston, MA 02196

Accompanying the check, please include your:

First & last name,
Preferred mailing address
Phone number and/or email address
Please include a note such as “This is a general operating support gift to Health Leads. Please use it wherever it is needed most”. Alternatively, you may request that your gift be designated to a specific initiative (Massachusetts, California, New York) you would like to support.

This information will enable our team to generate a customized tax receipt and show our gratitude.

Thank you!

Wire:

Please email donation@healthleadsusa.org to obtain our wire instructions.

Stock:

Please provide or have your broker provide the following information for audit and acknowledgement purposes to donation@healthleadsusa.org:

Your name and complete address
Name and number of securities transferred
Specific Health Leads program to which the gift should be directed (Area of greatest need, California, New York, Massachusetts), if any. Your gift will be considered “unrestricted” unless otherwise noted.

Please use the following information to enable your broker to transfer stock:

Brokerage:

Pershing, LLC

c/o CCR Wealth Management, LLC

1800 Computer Drive, Ste 150

Westborough, MA 01581

DTC Number: 0443

Account Name: Health Leads, Inc. (Tax ID # 45-0484533)

Account Number: 08Z242839

To mail a stock donation, please mail your unendorsed certificate(s) and stock power form, by registered mail, to:

Health Leads, Inc.

Director of Finance

PO Box 961630

Boston, MA 02196-1630

Many companies offer matching gift programs that will double or triple a donation’s value. Your company may also match gifts from spouses, retirees, and board members.

To have your employer match your donation, use the online donation box on the left side of this page. Search for your company, select them, and proceed to make your donation. After you donate, you will receive a link to a donation matching page with your employer’s matching procedures.

The IRS classifies cryptocurrencies as property, so cryptocurrency donations to 501(c)3 charities receive the same tax treatment as stocks. Donating cryptocurrency is a non-taxable event, meaning you do not owe capital gains tax on the appreciated amount and can deduct it on your taxes. Please contact your tax or financial advisor for more information.

If you want to learn more about how donating crypto can lower your taxes, check out thegivingblock.com/faq

If you are age 70 ½ or older and wish to make a qualified charitable distribution directly from your individual retirement account (IRA) to Health Leads, call your IRA administrator to initiate the process. They may ask for Health Leads’ address:

PO Box 961630,
Boston, MA, 02196
EIN (45-0484533)

There are many ways to leave a lasting impact on health equity. When you make a gift through your estate, you are often able to make a bigger impact than you ever thought possible. Health Leads’ legacy gift planning options include retirement plan assets, life insurance policies, bequests, and trusts. Please read our gift planning options below.

Bequests

Include a bequest provision to “Health Leads, Inc.” in your will or revocable trust. Health Leads will receive your gift upon your passing based on the specifications included in the provision.

Several types of bequests are possible:

Specific: A certain dollar amount or a particular asset. “The sum of $30,000” or “150 shares of ABC stock.”

Residual: Once other assets have been distributed. “Fifty percent of the rest, residue, and remainder of my estate.”

Contingent: Only under certain conditions. “In the event my spouse does not survive me.

Retirement Assets

You can name Health Leads, Inc. as the beneficiary of the remainder of your IRA, 401(k), or other qualified retirement account. The plan’s balance will be available for Health Lead’s use when the assets held in the account are transferred.

Life Insurance

You can make a future gift to Health Leads by naming “Health Leads, Inc.” as the owner and beneficiary of a policy insuring your life. To make a gift of life insurance, you make annual gifts in the amount of Health Leads’ premium payments. Once the policy matures, the proceeds are paid to Health Leads and used to help fund our programs.

The gifts offsetting Health Lead’s premium payment should be fully deductible for gift tax purposes. You should receive an income tax deduction for the full value of such gifts—subject to certain limitations based on yearly income.

Trusts

By setting up a trust and naming Health Leads as the beneficiary, you make a lasting gift while also creating benefits for you and/or your heirs.

There are several kinds of specialized trusts for which Health Leads can be named as the beneficiary, including Charitable Remainder Unitrusts, Charitable Remainder Annuity Trusts, and Charitable Lead Trusts. Health Leads may also be named as an alternative beneficiary of a trust primarily for the benefit of family members or other individuals, to receive the trust property only in the event that the primary beneficiaries are no longer living.

For more information about making a gift to Health Leads through a trust, including the benefits of different types of trusts, please work with your own legal counsel and/or accountant and contact us to arrange the terms of the gift.

Please note that we are unable to serve as a trustee.

Please call (617) 391-3633 ext. 3

If you reach our voicemail, please let us know the best time and number to reach you, and we’ll call you back as soon as possible.