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Other Ways to Donate

Gifts of Appreciated Stock
If you donate a gift of appreciated stock which you have held for more than one year, you will avoid paying tax on the capital gains, and you will be able to claim a charitable deduction equal to the full fair market value of the stock. This is generally deductible up to 30 percent of your adjusted gross income. Electronic delivery of stock shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings.  For more information contact our Grants and Accounting Associate at salkassim@thejerusalemfund.org 

Gifts of Real Estate
A residence, vacation home, farm, or vacant land may have appreciated considerably in value. Outright sale would mean a sizable capital gains tax. By donating the property, you avoid a capital gains tax and receive a tax deduction for the full fair market value of the property.

Annuity Trusts
There are also a number of life income, annuity, and trust devices that may be created to avoid capital gains tax and receive a charitable deduction for the full fair market value. These, in some cases, can be set up to provide lifetime incomes for the donor. If you are a senior citizen and have accumulated a significant amount of assets, you might consider establishing an annuity trust. Once the trust is established, you can receive a tax deduction by donating the remainder of your assets to The Jerusalem Fund. The deduction could reduce your income taxes for up to six years.

Bequests
One of the easiest ways to make a gift to The Jerusalem Fund is through your will. You can name The Jerusalem Fund the direct beneficiary of specific assets, a portion of your estate, or the residual estate after other specific bequests have been paid. Bequests are entirely free from federal estate taxes.

Group Memorial Funds
If you and your friends would like to preserve the memory of a loved one, a suitable choice might be the establishment of a memorial fund for that person with The Jerusalem Fund. You will be able to choose the area to be covered by the memorial fund.

Pooled Income Funds
You may wish to consider a pooled income fund, which allows the donor to split gifts with greater ease. This type of fund must meet specific technical requirements, and is not tax-exempt. The most common pooled income fund is established through the donation of property, by which the donor receives income for life, while the remaining interest goes to the charity.

Charitable Lead Trusts
A charitable lead trust differs from the pooled income fund. The trust disburses income to a charity for a specified amount of time, with the donor retaining control over the assets. The donor is usually eligible for a tax deduction for the transfer.

Life Insurance Policies
If you have been paying life insurance premiums for many years, you might have reached a point where the protection it offered is no longer needed. If you donate the policies to The Jerusalem Fund, you will receive a tax deduction, normally equal to the cash surrender value.

Please contact Mohamed Mohamed at mmohamed@thejerusalemfund.org with any further questions regarding alternate ways of giving to The Jerusalem Fund.


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The Jerusalem Fund
2425 Virginia Ave, NW
Washington, DC  20037

202.338.1958 (main)
202.333.7742 (fax)

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