Gifts of Appreciated Securities and Wire Transfers

Jefferson's money scales with caseYou can donate to the Thomas Jefferson Foundation by stock or wire transfer.

Please contact Megan Wynn in the Development Office at (434) 984-9820 or by e-mail at mwynn@monticello.org for instructions and to notify us of your gift.

Appreciated Securities

Gifts of securities such as stocks, mutual fund shares, or other appreciated assets can be a tax-efficient method for making a gift to the Thomas Jefferson Foundation. In most instances, you can take a tax deduction for the full market value of a gift of securities and avoid any capital gains tax.

Wire Transfer

Gifts can be wire transferred directly to the Thomas Jefferson Foundation.

It is important to include both your name and the Thomas Jefferson Foundation in your transfer instructions so that we may credit you promptly and properly.

Please also indicate the purpose of the contribution–for example, an annual fund gift, pledge payment, or funds for a specific program.  We will make arrangements with our broker to receive the gift.

Thank you for your support of Monticello!

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