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Ways of Giving


Ways of Giving

Planning your Gift

There are a number of ways to invest in Jefferson Center to help expand the mission and reach. The information below is not exhaustive, but is meant to stimulate further inquiry. We would be pleased to work with you to determine the best way for you to make your investment. We also advise you to consult your financial planner before finalizing any gift.


Pledges

Many gifts are made in the form of a multi-year pledge, which will enable you to consider a larger gif t and establish a schedule of payments stretched over a period of months or years. The recommended pledge payment period is three years. Reminder notices will be sent at regular intervals as requested. Payments are tax deductible to the extent permitted by law in the year they are received.

Cash Gifts

Cash gifts, usually made in the form of a check or electronic transfer, are always welcomed. Up to 50 percent of adjusted gross income may be deducted in any one year, as long as deductions are itemized. Any excess may be eligible for deductions in subsequent years.

Matching Gifts

Many companies provide matching gif t opportunities for their employees. Contact your HR department for more information. Any matching gift forms may be sent to the Jefferson Center development offices. Please include your pledge or payment information.

Securities

Assets qualified as long-term capital (assets held for at least a year and a day), should be transferred directly to Jefferson Center through a broker. The capital gains tax on appreciation is eliminated, and the current market value of the gift may be deducted as a charitable contribution, up to 30 percent of adjusted gross income. Excess beyond 30 percent can be carried forward for five years.

For the capital gains tax exclusion to apply, a donation must be made before the securities are sold. Contact the Jefferson Center development office for information on transferring securities.

Depreciated Securities

For securities that have decreased in value since purchase, it is usually better to sell the assets and then donate the proceeds. Both the loss on investment and the donation will qualify for tax deductions.

Closely-held Securities

A gift of closely-held securities, such as those of a family corporation, is generally treated the same as a gift of marketable securities, but could also reduce liability for accumulated earnings tax.

Please consult a tax specialist when considering such a gift.

For additional information related to all giving, contact the Development Office (540) 685-2305.