The policy of Squam Lakes Natural Science Center is to immediately sell any donated securities. Please inform us if you wish to allocate your gift to a specific fund or purpose. Otherwise it will be used for the Annual Fund to support ongoing operations and programs.
Please send information regarding gifts of securities to our account at Wells Fargo Advisors.
Wells Fargo Advisors is a trade name for Wells Fargo Clearing Services, LLC, Member SIPC.
Wells Fargo Advisors, Dennis Lynch
900 Elm Street, Suite 700
Manchester, NH 03101
Phone: 800-654-3031; 603-625-6500
Fax: 603-624-8719
SLNSC Account # 5883-0503
DTC # 0141
SLNSC Tax ID # 02-0271824
If you are 70 1/2 or older, an IRA charitable rollover is a way you can help continue the Science Center’s work. You can make a gift to the Science Center directly from your IRA without having to pay federal income taxes on the money.
The IRA Charitable Transfer allows individuals age 70 1/2 and older to make direct transfers totaling up to $100,000 per year to 501(c)(3) charities, without having to count the transfers as income for federal income tax purposes. No charitable deduction may be taken, but distributions will qualify for all or part of the IRA owners required minimum distributions.
Transfers must come from your IRA directly to charity. If you have retirement assets in a 401k, 403b or other plans, you must first roll those funds into an IRA, and then you can direct the IRA administrator to transfer the funds from the IRA directly to Squam Lakes Natural Science Center.
Every individual who is the owner of a traditional IRA account, such as your spouse, may use the IRA Charitable Transfer for up to $100,000 each year.
Please make sure your plan administrator knows your gift must be sent prior to December 31 to qualify as an IRA Charitable Transfer. Check with your plan administrator to find out how to best execute the transfer. Please contact us when you direct the transfer so we can watch for the check from your IRA administrator.
It is helpful to include information and instructions to your IRA administrator:
- Your name, phone, address, and email address.
- Ask for a qualified charitable contribution from your Individual Retirement Account Number: [insert account number] as provided by the Tax Increase Prevention Act of 2015 and Sec. 408(d)(8) of the Internal Revenue Code of 1986, as amended.
- Issue a check in the amount of $________ payable to Squam Lakes Natural Science Center at the following address:
Squam Lakes Natural Science Center
PO Box 173
23 Science Center Road
Holderness, NH 03245
TAX ID: 02-0271824
- Ask them to inform the Science Center of your name and address as the donor and any other relevant information.
Share this information with your attorney or financial advisor to determine whether this gift plan is right for you. This information is general and does not consider your specific situation or other factors that may be important in making tax and investment decisions. This information is not meant as tax or legal advice.
There is more than one way you can support the Science Center’s mission through your donor advised fund.
- Recommend an outright gift to the Science Center through your donor advised fund by contacting your fund administrator to request a distribution or initiate a grant online from your administrator’s website.
- Set up recurring grants to help sustain the Science Center’s work. Contact your fund administrator to arrange recurring grants or plan them online at your administrator’s website. You may choose how often the automated grants occur.
Or use the DAF Direct widget below to make a recommendation from your DAF to the Science Center.
Please include your name and address as the donor so we may thank you. For direct and recurring gifts, ask your fund administrator to make checks payable to Squam Lakes Natural Science Center (SLNSC) and mail to:
Squam Lakes Natural Science Center
PO Box 173
23 Science Center Road
Holderness, NH 03245
Federal Tax Id: 02-0271824
You can help to continue the work of the Science Center after your lifetime by naming the Science Center as the beneficiary of your donor advised fund to receive all or a portion of the fund value upon the termination of the fund. Contact your fund administrator or download the beneficiary form to arrange the gift.
If you include the Science Center in your estate plans, please let us know so we can thank you for your generosity. You should use our legal name, Squam Lakes Natural Science Center, Inc. and Federal Tax Id 02-0271824.
Share this information with your attorney or financial advisor to determine whether this gift plan is right for you. This information is general and does not consider your specific situation or other factors that may be important in making tax and investment decisions. This information is not meant as tax or legal advice.
Please contact Rachel Saliba, Development Director, at 603-968-7194 x 126 or for wire transfer instructions.
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