Tax-Smart Ways to Give

Donor-Advised Funds (DAFs)

Make a tax-efficient gift to protect Maine’s Appalachian Trail—now and for generations.

A donor-advised fund (DAF) lets you contribute cash or appreciated assets, receive an immediate tax deduction, and recommend grants to the Maine Appalachian Trail Club (MATC) on your timeline.

Why give through a DAF?

• Simple, flexible giving (one-time or recurring) 
• Potential tax benefits, including no capital gains on donated assets 
• Minimal paperwork—your provider handles administration 

How to give:

1. Log in to your DAF 
2. Search for “Maine Appalachian Trail Club” (EIN: 52-6047992) 
3. Recommend your grant (“where most needed” preferred) 

Tip: Ask your provider to include your name and contact info so we can thank you.

Popular providers: Fidelity, Schwab, Vanguard, National Philanthropic Trust, and others

Questions? treasurer@matc.org | 207-518-8511

IRA & Qualified Charitable Distributions (QCDs)

If you’re 70½ or older, you can give directly from your IRA to MATC—tax-efficiently.

Benefits:

• May reduce taxable income 
• Counts toward your Required Minimum Distribution (if 73+) 
• Simple, direct transfer from your IRA custodian 

How to give:

1. Request a QCD to MATC (EIN: 52-6047992) 
2. Have funds sent directly to:
   MATC, PO Box 7564, Portland, ME 04112 
3. Notify us so we can acknowledge your gift 

Start early for year-end gifts to ensure timely processing.

Donate Stock & Mutual Funds

Give appreciated securities and potentially avoid capital gains taxes while making a greater impact.

Benefits:

• No capital gains tax on donated assets 
• Possible deduction of full market value 
• Immediate support for Trail stewardship 

How to give:

• Ask your broker to transfer securities to MATC 
• Notify us with transfer details 

Contact: treasurer@matc.org

Planned Giving

Retirement Accounts & Beneficiary Designations

Name MATC as a beneficiary of your IRA, retirement plan, life insurance, or brokerage account.

Why it matters:

• Tax-efficient—retirement assets can be heavily taxed if left to individuals 
• Simple—just update your beneficiary form 
• Flexible—you can change it anytime 

How to give:
Request a beneficiary form and list:
Maine Appalachian Trail Club, Inc.
EIN: 52-6047992

Wills & Living Trusts

Include MATC in your estate plans with a gift of cash, assets, or a percentage of your estate.

Benefits:

• No cost during your lifetime 
• Flexible and revocable 
• May reduce estate taxes 

Sample language:
“I give [amount/percentage/asset] to the Maine Appalachian Trail Club, Inc. (EIN: 52-6047992), PO Box 7564, Portland, ME 04112.”