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Tax-Efficient Gift

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Tax-Efficient Gifts: Increase the Value of Your Giving

You can make a valuable impact on the Friends of Jack Foundation through these easy and tax-efficient giving options:

  • Donor-Advised Funds: Give through your donor-advised fund to maximize your impact. Your fund sponsor handles all record-keeping, disbursements, and tax receipts.
  • Stock or Securities: Make a gift of stock or securities to support our mission and avoid capital gains tax on the appreciation of your stock.
  • Individual Retirement Account: If you or a family member are 70½ or older with an individual retirement account (IRA), you can make a tax-free gift to the Friends of Jack directly from your IRA. This is called a qualified charitable distribution.
  • Life Income Gifts: Earn income for yourself or beneficiaries when you create a Charitable Gift Annuity (CGA) or Charitable Remainder Trust (CRT) to benefit the Friends of Jack.

Questions?

 Please call Chris Resendes  at 508-328-9075 or email Chris@friendsofjack.org. 


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