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FUNDING

Our General Fund

This fund supports Metta Institute's capacity to meet annual costs for program development, staff salaries, educational materials, guest faculty honoraria, website development and the administrative activities associated with operating a small organization. Many employers match donations made to tax-exempt organizations. If yours does, your gift can be doubled at no additional cost to you. Please check with your employer regarding their Matching Gift Program.

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You may send a contribution check by mail to:
Metta Institute
PO Box 2710
Sausalito, CA 94966-2710

Our Scholarship Fund

Provides tuition assistance to qualified participants in our End-of-Life Practitioner Program. Recipients of our Scholarship Fund maintain contact with major benefactors for up to one year after graduation, providing updates on their progress, community service and guidance to benefactors related to end-of-life issues. For information on this special program, please contact our Director, Frank Ostaseski at 415.331.9600 or e-mail us at:

Bequests and Gifts of Appreciated Assets

Planned Gifts provide both current and potentially longer term tax savings to contributors. These gifts also provide a stable funding base for Metta Institute,® increasing our capacity for growth and sustainability. Gifts of this kind involve no cash outlay and may provide you with the opportunity to make a larger gift than might otherwise be possible.

Gifts of Appreciated Assets

There are a number of benefits associated with gifts of appreciated stock (securities) or real estate. When you donate appreciated assets to Metta Institute as an outright gift, you are entitled to an income-tax charitable deduction equal to the fair market value of the assets on the date of the gift, regardless of your cost basis. The tax benefits don't stop there. There are no capital-gain taxes on the donated shares or real property, provided you have held the assets for at least one year.

Stock transfers can be made very easily between your broker and our office. Securities are transferred electronically to our brokerage account and do not involve any fees for the contributor. Gifts of real estate are managed with the assistance of our attorney and Board specialist.

Bequests

You may designate Metta Institute as a beneficiary in your will, living trust, life insurance policy, bank account or retirement plan. Taxes can claim as much as 55 percent of the value of an individual's estate. Planned gifts can dramatically reduce estate taxes for your heirs and provide current savings on your income taxes. For bequests and estate planning, we encourage you to consult with your attorney, financial planner or a qualified estate planner before finalizing your plans.

If you would like to learn more about making a bequest or a Gift of Appreciated Assets to Metta Institute, please contact our Director, Frank Ostaseski, at 415.331.9600 or e-mail us at

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