Appreciated Securities & Wire Transfers

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. We will make arrangements with our broker to receive the gift.

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.  

Instructions

Please contact the Development Office at (434) 984-9820 or by e-mail at giving@monticello.org for instructions for your wire transfer or gift of stock or other appreciated securities -- and to notify us of your gift.

Thank you for your support of Monticello!