Other ways to give

A planned gift to Upstream enables you to make a substantial donation in your name that will endure forever and support our mission to put people to work, save businesses money, protect health and solve plastic pollution at the same time.

Whether you choose to name us in your will, designate Upstream as a beneficiary of your retirement assets, or donate a life insurance policy you no longer need, leaving a lasting legacy is easy and helps you to realize significant financial and tax benefits. Contact Julie Lamy at julie@upstreamsolutions.org or for more information.

Please note that Upstream cannot render tax or legal advice and we urge you to consult with your professional advisor about your situation before making a charitable gift.

The Charitable IRA Rollover allows individuals over age 70½ to directly transfer up to $100,000 per year from an IRA account to Upstream, without incurring income or estate tax on the withdrawal. (Protecting Americans from Tax Hikes Act of 2015)

This is good news for people who want to make a charitable gift during their lifetime from their retirement assets, but have been discouraged from doing so because of the income tax penalty.

The Charitable IRA Rollover is now a permanent provision. It was signed into law in December 2015.

Taxpayers must contact their IRA administrators if they intend to take advantage of the tax-free distribution. IRA administrators may require several weeks to process rollovers. Contact Julie Lamy at julie@upstreamsolutions.org for more information.

Please note that Upstream cannot render tax or legal advice and we urge you to consult with your professional advisor about your situation before making a charitable gift.

For securities and wire transfer information, contact julie@upstreamsolutions.org.

When you donate your valuable tangible personal property, such as a boat, vehicle, or real estate, you can receive a charitable deduction based on a fair appraisal and reduce or eliminate capital gains tax. Upstream’s policy is to sell gifts of personal property as soon as possible.

If you want a credit card that kicks 1% back to Upstream… You can sign up for Charity Charge and choose Upstream Policy Institute, Inc. as your nonprofit of choice.