How You Can Help

Instructions for Making a Stock Transfer

People for Puget Sound maintains a brokerage account with Northern Trust Bank for the purposes of stock transfers. Our contact at Northern Trust is Lori White, at 206.381.8348.  The mailing address is:

Northern Trust Bank
ATTN:  Lori White
1414 Fourth Avenue
Seattle, WA 98101

All securities should be delivered to:

Depository Trust Company
The Northern Trust Company
Trust Department
DTC No. 2669
Re: People for Puget Sound
Account#: 23-19038

Special note: Please advise us and Northern Trust as to which securities you will be contributing and their approximate value so that we may identify the source of the gift and provide a receipt to you in a prompt manner.

Giving a gift to People For Puget Sound in honor or in memory of a loved one, friend or pet is a special way to pay tribute to those we care about.

Giving for special occasions like a wedding, graduation or a birthday is the also perfect opportunity to recognize and celebrate others. Plus you have the satisfaction of knowing your contribution will be used to protect and restore Puget Sound.

We will send a special acknowledgment to the recipient of the gift if requested to inform them of your gift.  We will also send you an acknowledgment for your contribution.

You can donate securely online, download our mail-in membership form, or by calling 206.382.7007

For more information, contact Matt Lider | 206.382.7007

Your loved ones will truly appreciate receiving a gift membership to People For Puget Sound, knowing that they are now a part of protecting and restoring Puget Sound and the Northwest Straits.

Giving a gift membership increases our political strength in Olympia and Washington D.C. and will inform the recipient of the membership of events, opportunities and priorities People For Puget Sound is engaged in.

We will send a special acknowledgement to the recipient of the gift if requested to inform them of your gift.  We will also send you an acknowledgement for your contribution.

You can donate securely online, download our mail-in membership form, or by calling 206.382.7007

For more information, contact Matt Lider | 206.382.7007

2011 marks the 20th Anniversary of People For Puget Sound and the retirement of our founder, Kathy Fletcher.

Kathy’s wish is that People For Puget Sound’s generous supporters and long-time friends honor her years of dedication to saving the Sound by helping to ensure that People For Puget Sound continues to grow and thrive for many years to come.

To that end, People For Puget Sound has established the Kathy Fletcher Sustaining Puget Sound Legacy Fund.

Purpose of the Fund: To secure the long-term sustainability of People For Puget Sound and to enable the organization to seize extraordinary opportunities in the future for Puget Sound protection and restoration.

2011 Fundraising Goal: $2 million

How the Fund will work: The Fund is meant to be used and replenished, not to be held as an endowment. The Fund will be available to the Board of Directors to use as a reserve when extraordinary circumstances arise—for positive opportunities to accomplish something major for Puget Sound, or to address dire situations brought on by economic conditions or an environmental catastrophe such as a major oil spill. The Fund will grow through investment and future contributions over time, and will be replenished by fundraising when used.

To contribute or to pledge to the Kathy Fletcher Sustaining Puget Sound Legacy Fund:

• Contact Tim Heimerle, 206.382.7007 x180

• Mail: Legacy Fund, People For Puget Sound, 911 Western Ave., #580, Seattle WA 98104

• Donate securely online

2011 is our twentieth anniversary, two decades of protecting and restoring Puget Sound. We want to celebrate with you!

In recognition of the important part our members play in Saving Our Sound, local businesses and attractions are providing discounts to members of People For Puget Sound.

Using a membership card, members can get discounts at:

ACT Theatre, Seattle
20% off ACTpass membership and 20% off pre-sale mainstage shows

Burke Museum of Natural History and Culture
Receive $2 of your admission to the museum.

Elliott Bay Book Company
10% off all items in the store

EMP/SFM
Individual membership $40; dual membership $50; family membership $70

Sonic Boom Records, Seattle
5% off all new and used full priced cd's and vinyl

Edible Seattle Magazine
One additional issue with a one-year subscription $5 donated back to People For Puget Sound

Savour Specialty Foods, Seattle
20% off all items in the store excluding beer and wine

San Juan Safaris
20% off all tours

Quimper Sound, Port Townsend
5% discount on CDs and vinyl records

Blue Heron Bakery, Olympia
10% off purchase

Children's Museum of Tacoma
$10 off family memberships

Tacoma Art Museum
$2 off adult admission and 20% off TAM membership

The UpFront Theater, Bellingham
$2 off performance tickets

If you have questions about our benefits or how to obtain your People For Puget Sound membership card, or if you are interested in become a People For Puget Sound Community Partner, please contact Tim Heimerle at 206.382.7007.

Creating a Family Legacy
People For Puget Sound’s Planned Giving Program is designed to assist members who wish to help build the long-term sustainability of the organization through bequests and other planned gifts. Educating potential donors about planned giving instruments appropriate for them is key to to the creation of a personal philanthropic legacy with an enduring benefit to People For Puget Sound.

What is a planned gift?
Planned gifts include bequests, beneficiary designations of IRAs, qualified pension plans or insurance policies, or charitable trusts. Gifts can be unrestricted, without conditions as to their use, or restricted to a particular purpose. A planned gift usually requires the services of a professional to complete the gift arrangement.

Where a restricted gift may go
If you wish to designate your gift for a specific purpose, you may choose one of three established funds, or you may wish to discuss another option with People For Puget Sound:

• People For Puget Sound Endowment Fund: A fund that exists in perpetuity, the assets of which are invested by the organization. Generally, only the income can be expended. The principal remains untouched in perpetuity. You may identify your gift as an endowment, and can further restrict it for particular purposes.
• The Magnuson Puget Sound Legacy Fund: This endowment fund was established to honor Senator Warren G. Magnuson’s devotion to protecting Puget Sound. One of the uses of the income from the fund is to support internships for students pursuing careers in marine conservation.
• Legal Defense Fund: This fund is used to support legal action to implement laws and policies to protect Puget Sound.

Estate Planning Steps
Estate planning is technical. Consult with an attorney, accountant or financial advisor to ensure that you use the planned gift vehicle that best fits your circumstances.

Keep your plan up to date
Life changes, so make sure to review your will, living trust or other financial documents periodically. A good time to update your plan is when a life event occurs, such as a marriage, divorce, birth or death, or when there are changes in tax law. The Washington State Bar Association has an excellent website that provides information regarding wills, along with an attorney referral list.

Gifts of Life Insurance
Life insurance is one way to make a gift to People For Puget Sound. You can purchase a new policy and make People For Puget Sound the owner and beneficiary. People For Puget Sound technically becomes responsible for premium payments, but you can cover the premium payments with tax-deductible contributions to People For Puget Sound. You may also make People For Puget Sound a beneficiary of an existing policy by simply updating a beneficiary form. Contact your life insurance company to do so.

Life Income Gifts
A Life Income Gift provides you and any designated beneficiary an income for life in exchange for your gift. This can be done in the form of a Charitable Remainder Trust.

Making People For Puget Sound a Beneficiary of Your Retirement Plan
You may name People For Puget Sound as a beneficiary of your retirement plan. There will likely be a tax advantage to doing this. To list People For Puget Sound as a beneficiary, contact your retirement plan administrator.

Gifts of Appreciated Assets: Stock/Real Estate
In addition to considering a bequest to People For Puget Sound, you may discover that you have assets that could be given outright to the organization now, possibly with the provision that you receive an income for life. You may have highly appreciated assets that do not provide much income but cost too much to sell because of capital gains tax. These may be given to People For Puget Sound without capital gains tax, provide income for one or two lives, and offer further tax advantages to you.

Donating an IRA
The Pension Protection Act of 2006 opened up powerful options for current IRA rollover gifts from individuals age 70 ½ and above. Contact your IRA custodian directly on how to make an IRA Charitable Rollover to People For Puget Sound.

Please let us know your plans
We hope you will choose to notify People For Puget Sound of your plans so that we may honor and recognize you if you desire. Of course, you always have the right to keep your generosity anonymous.

Please contact Brenda Tincher, Director of Individual Giving at (206) 382-7007x101 and we will work with you to find the planned giving option right for you.

Whatever you decide, People For Puget Sound and its future members are grateful to you for your thoughtfulness and generosity. By planning a gift to the mission and vision of People For Puget Sound, you are creating a legacy for generations to come. We thank you.

The Salish Sea Society is People For Puget Sound’s recognition circle for donors whose annual support meets or exceeds $1,000.

Significant support at the Salish Sea Society level provides People For Puget Sound with the resources to continue habitat restoration projects, be the leading voice on policy issues and provide educational opportunities for kids and adults about our role in keeping Puget Sound healthy.  The commitment of the Salish Sea Society to People For Puget Sound and its mission is extraordinary.

Salish Sea Society members receive:

• Early notification and 'front row' invitations to People For Puget Sound events

• Salish Sea Society receptions with Board members, staff, and special guests

• Naturalist Guided Boating and Shoreline Events

• E-News bulletin updates

• Activist and volunteer opportunity updates

For more information on the Salish Sea Society, contact Major Gifts Officer Matt Lider | 206.382.7007x122

People For Puget Sound is pleased to be a Founding Cause with Ideal Network Seattle.

Ideal Network is a group-buying website that makes daily deals meaningful. You get an amazing daily deal from your favorite local Seattle merchants and Ideal Network gives 20%-25% back to People For Puget Sound for every purchase you make.

Please visit Ideal Network Seattle to learn more and please spread the word!

Philanthropy is based on voluntary action for the common good. It is a tradition of giving and sharing that is primary to the quality of life. To ensure that philanthropy merits the respect and trust of the general public, and that donors and prospective donors can have full confidence in the nonprofit organizations and causes they are asked to support, we declare that all donors have these rights:

1. To be informed of the organization's mission, of the way the organization intends to use donated resources, and of its capacity to use donations effectively for their intended purposes.
2. To be informed of the identity of those serving on the organization's governing board, and to expect the board to exercise prudent judgment in its stewardship responsibilities.
3. To have access to the organization's most recent financial statements.
4. To be assured their gifts will be used for the purposes for which they were given.
5. To receive appropriate acknowledgement and recognition.
6. To be assured that information about their donation is handled with respect and with confidentiality to the extent provided by law.
7. To expect that all relationships with individuals representing organizations of interest to the donor will be professional in nature.
8. To be informed whether those seeking donations are volunteers, employees of the organization or hired solicitors.
9. To have the opportunity for their names to be deleted from mailing lists that an organization may intend to share.
10. To feel free to ask questions when making a donation and to receive prompt, truthful and forthright answers.