WAYS TO GIVE

By Credit Card

Make your gift online or call the Advancement Office at 909-399-5513.

By Mail

Checks made payable to Pilgrim Place can be mailed to:

Pilgrim Place

Attn: Advancement Department

625 Mayflower Road

Claremont, CA 91711

By Wire Transfer

Contact advancement@pilgrimplace.org or 909-399-5513 for wiring instructions.

IRA Qualified Charitable Distributions (QCD)

If you are age 70 1/2 or older, consider giving from your IRA (up to $108,000 in 2025). You will satisfy part or all of your Required Minimum Distribution (RMD) and avoid paying income tax on it. Contact your IRA’s financial institution to initiate the distribution to the address below, and then contact Laura Gallardo, CFRE, at lgallardo@pilgrimplace.org or 909-399-5511 to share your generous intent.

Pilgrim Place in Claremont

Attn: Advancement Department

625 Mayflower Road

Claremont, CA 91711

Federal Tax ID #95-1691301

Please note the legal name of the organization is Pilgrim Place in Claremont.

Gifts of Appreciated Stock

Consider donating your appreciated stock to Pilgrim Place, benefiting our resident community while avoiding capital gains taxes. Contact Laura Gallardo, CFRE, at lgallardo@pilgrimplace.org or 909-399-5511 for brokerage details and to share your generous intent.

Donor-Advised Funds

Much like a savings account for your charitable giving, a donor-advised fund allows you to contribute to the fund, receive a tax deduction, and then recommend grants to charities like Pilgrim Place over time. Contact Laura Gallardo, CFRE, at lgallardo@pilgrimplace.org or 909-399-5511 for more information.

Thank you for your interest in legacy giving at Pilgrim Place. We deeply appreciate your consideration of such a meaningful gift, which will support our mission to foster a vibrant and inclusive senior community committed to justice, peace, and care of the earth. With such a commitment, we are honored to recognize you among our Legacy League recognition society.

Contact Laura Gallardo, CFRE, at lgallardo@pilgrimplace.org or 909-399-5511 for more information.

Beneficiary Designations

Among the easiest ways to make a legacy gift, beneficiary designations to Pilgrim Place can be made by completing a form (which is often available online) with the financial institution that manages your retirement or life insurance account. Such a designation could help your individual heirs avoid paying ordinary income tax on these distributions.

Pilgrim Place in Claremont

Attn: Advancement Department

625 Mayflower Road

Claremont, CA 91711

Federal Tax ID #95-1691301

Please note the legal name of the organization is Pilgrim Place in Claremont.

Bequests

In order to make a bequest in your will or living trust, you should speak with your attorney, who can help you include Pilgrim Place in your estate plan. We have provided some basic bequest language to assist you and your attorney.

1. Specific Bequest

If you are considering making an outright bequest to Pilgrim Place, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise, and bequeath _________ and No/100 dollars ($DOLLARS) to Pilgrim Place in Claremont, a California nonprofit public benefit corporation located at 625 Mayflower Rd., Claremont, CA 91711 (Federal Tax ID #95-1691301), for the organization’s general use and purpose.

Bequest of Specific Personal Property

I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Pilgrim Place in Claremont, a California nonprofit public benefit corporation located at 625 Mayflower Rd., Claremont, CA 91711 (Federal Tax ID #95-1691301), for the organization’s general use and purpose.

Bequest of Specific Real Estate

I hereby give, devise and bequeath all of the right, title, and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Pilgrim Place in Claremont, a California nonprofit public benefit corporation located at 625 Mayflower Rd., Claremont, CA 91711 (Federal Tax ID #95-1691301), for the organization’s general use and purpose.

2. Percentage Bequest

If you are considering making a bequest of a percentage of your estate to Pilgrim Place, we recommend the following language:

I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Pilgrim Place in Claremont, a California nonprofit public benefit corporation located at 625 Mayflower Rd., Claremont, CA 91711 (Federal Tax ID #95-1691301), for the organization’s general use and purpose.

3. Residual Bequest

I hereby give, devise and bequeath to Pilgrim Place in Claremont, a California nonprofit public benefit corporation, located at 625 Mayflower Rd., Claremont, CA 91711 (Federal Tax ID #95-1691301), ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for the organization’s general use and purpose.

4. Contingent Bequest

If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Pilgrim Place in Claremont, a California nonprofit public benefit corporation located at 625 Mayflower Rd., Claremont, CA 91711 (Federal Tax ID #95-1691301), DESCRIPTION OF PROPERTY to be used for the organization’s general use and purpose.

This information is not intended as tax, legal, or financial advice. Gifts results may vary. Consult your personal financial advisor for information specific to your situation.