The Jefferson Foundation

Ways to Give

Gifts of cash are the easiest and most direct way to give to Jefferson and are fully deductible for individuals who itemize on their federal income tax return. There are several ways to make a gift of cash:

Online (credit card)

• Access our secure online giving form.
• Select the area you want to support.
• This online form will allow you to create a donor account, which will enable you to make future gifts under your name and check your online giving history.

Mail

• Send a check (payable to Thomas Jefferson University or Thomas Jefferson University Hospital) to: The Jefferson Foundation, 925 Chestnut St., Suite 110, Philadelphia, PA, 19107.
• If you would like to make a gift by mailing in your credit card information, we recommend that you print our donation form, complete it and include it with your mailing.

Phone

• Call 1-877-JEFF-GIFT.
  

Questions? Please contact Sarah Staley at 215-955-8276 or sarah.staley@jefferson.edu

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If you own stock, it is sometimes "tax wise" to contribute stock rather than cash. A gift of appreciated stock generally offers a two-fold tax advantage:

1. You avoid paying capital gains tax on the increased value of the stock.
2. You receive an income-tax deduction for the full fair-market value of the stock at the time of the gift.

For example, if you purchased some stock many years ago for $1,000, and it is now worth $10,000, an outright gift of the stock would result in a charitable deduction of $10,000. In addition, there is no tax on the $9,000 appreciation in value.

If you have owned stock for more than a year, you qualify for these significant tax advantages. Your gift must be postmarked by December 31 to qualify for a deduction in that tax year. A stockbroker or trust officer also can arrange for a year-end gift of stock from your account.

Making a transfer of stock to Jefferson or have questions? Send an email to Sarah Staley with your name and contact information stock name and number of shares. We will provide you with instructions for your broker.

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Making a planned gift is an excellent way to support Jefferson while obtaining long-term financial benefits for you and your family. Staff in our Office of Planned Giving can help you choose from the giving options that also produce income for you. 

Significant tax advantages can be associated with income producing gifts, such as an immediate charitable income tax deduction, an avoidance of immediate capital gains taxes upon the sale of appreciated assets and eventually estate tax savings. Please contact Fritz Ruccius for individual advice on your particular situation. Read more

If you are a Jefferson faculty or staff member, you can make a gift to the University or Hospital through your paycheck. To learn more or to set up an automatic payroll deduction, contact Sarah Staley at 215-955-8276 or sarah.staley@jefferson.edu
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Many corporations match gifts to charitable institutions made by employees and directors; some will match the gifts of employee spouses and retired employees as well. To find out whether your company will match your gift, enter your employer's name in the below box. You can also contact your personnel office for information about your employer’s matching-gift program, or call 877-533-3443 for assistance.

A donor must secure the proper matching-gift forms from the corporation and submit them to the Jefferson Foundation in order for Jefferson to receive the matching gifts.

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We are honored that you are considering placing us among family and friends in your estate plans. Through the years, our friends and alumni have provided generous and significant support for patient programs, scholarships and professorships. Please contact Fritz Ruccius for language specific to the Jefferson program you wish to support to include in your estate plans. Read more

Make a gift through your IRA tax-free –before January 2013 ends!

A special provision of the newly enacted ‘fiscal cliff’ law allows qualifying charitable distributions made to Thomas Jefferson University or Thomas Jefferson University Hospitals, Inc.* during the month of January 2013 to be counted retroactively for the 2012 tax year. Under that provision, eligible taxpayers 70½ and older who make a qualified charitable distribution up to $100,000 during the month of January 2013 can elect to have that distribution treated as if made on December 31, 2012.

In addition, an eligible taxpayer who has taken an otherwise qualifying distribution from an IRA after November 30, 2012 and before January 1, 2013 may transfer any portion of that distribution in cash to a qualifying charitable organization such as Thomas Jefferson University or Thomas Jefferson University Hospitals, Inc.* and elect to have that distribution treated as a 2012 qualified charitable distribution.

Check with your financial advisor about the best way to take advantage of this giving opportunity. State and federal tax laws may affect your plans. You must ask the IRA custodian to send the distribution directly to the charity, rather than sending the money to the charity yourself. For more information about making a gift to Jefferson through your IRA, please contact The Jefferson Foundation at 1-877-JEFF-GIFT.

*Distributions to the following charities do not receive this tax treatment: donor-advised funds, supporting organizations, and private non-operating foundations.

Please contact Fritz Ruccius for more information. Read more