Ways to Give

Cash gifts are the most common charitable gifts. They are simple to make and serve as a charitable tax deduction for annual support

Make a tax-free gift to Outer Cape Health Services directly from your IRA. IRA distributions are exempt from taxable income and qualify for the Required Minimum Distribution (RMD) (70 1/2 for those who turned that age prior to 2020). See a sample case here on how you can save on taxes and maximize your giving

Download a sample letter to your IRA administrator to request a charitable gift transfer to OCHS.

When requesting an IRA distribution, reference OCHS’ tax ID: 04-2509828

By making a gift of appreciated securities, the donor avoids all capital gains taxes and may use the full value of the gift as a tax deduction.

Instructions for stock gifting:

Company: Cape Cod 5 Investment Services

ATTN: Samuel Watson, 508-247-2137

samuel.watson@osaicinstitutions.com

DTC Number: 0443

Account Name: Outer Cape Health Services, Inc.

Brokerage Account Number: ABM178740

Our Tax ID is 04-2509828.

You can make a difference in the lives of family, friends and neighbors for generations to come through planned gifts.When you inform us of your planned gift intentions, you become a member of the OCHS Legacy Circle. Learn more about Planned Giving with OCHS by clicking here.

Many companies will match your gift to Outer Cape Health Services. Contact your human resources department for more information.

A donation of other appreciable assets, such as real estate, art or other personal property offers similar tax advantages.

Third-party or community fundraising events are primarily organized, driven, and executed by volunteers, donors, and affiliates with proceeds benefitting Outer Cape Health Services. They are a fantastic way to promote the work of Outer Cape Health Services to your personal networks while also garnering support for important causes. You can use these events to honor or remember a loved one, share your story, or raise awareness for a certain cause — anything that is most meaningful to you.

When organizing a third-party fundraising event, take advantage of these best practices to ensure its success:

Speak with OCHS Development prior to the planning process. To ensure your event aligns with institutional policies, reach out to receive approval before proceeding with the planning process. We will provide valuable resources, guidelines, and permissions for events, such as proper use of OCHS branding, tax ID and deductibility information, and ways to give. We can also identify an appropriate fund for contributions to be allocated, develop talking points for how the money will be used, and provide event collateral materials and advice.

Choose a meaningful activity. What types of activities do you enjoy? What types of activities will your audience respond to? Add a fundraising component and make it fun – put the FUN in fundraising! Some examples may include a bake sale, car wash, walk-a-thons, fun-runs, sport tournament, auctions, etc.

Plan and set goals. What are you hoping to achieve with your event? Do you plan to personally match funds or identify a donor or company who may match funds? Work with Development to establish a reasonable monetary goal considering your activity and target audience. What will be your volunteer staffing needs? What supplies do you need? You should consider these important elements in order to set expectations for yourself and donors.

Promote your event. Give your event a name. Set the date, time, and site details. Make it clear that your event is not a OCHS-sponsored event, but emphasize that all proceeds will be used to benefit OCHS. Use social media, flyers, or personally solicit sponsors or potential donors and volunteers. The Development office can help to create appropriate and effective language and may also be able to assist in additional promotional efforts.

Capture impact. Track the number of donors, dollars raised, and impact the proceeds will have. What if you don’t reach your fundraising goal? That’s ok – every dollar contributes to the meaningful work supported by your event.

Thank. After successful completion of a fundraising event, thank your donors and supporters for their contributions. Ask your Development representative about how they can help in the acknowledgment process.

To support Outer Cape Health Services through EFT, simply print the EFT form, fill it out, and send it with a voided check to:

Office of Gift Accounting
Electronic Funds Transfer Administrator
Outer Cape Health Services
P.O. Box 598, Harwich Port, MA 02646