Please contact the Development Office at (434) 984-9820 or by e-mail at firstname.lastname@example.org for instructions and to notify us of your gift.
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.
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.
Click here for further instructions for your wire transfer or gift of stock or other appreciated securities.
Thank you for your support of Monticello!