Join the Fight for Sound Tax Policy
Give The Way You Want
Donate by Mail
To donate by mail, please download and complete the donation form below. Your form, and check payable to “Tax Foundation”, can be mailed to:
Attn: Development Office
1325 G Street NW Suite 950
Washington, DC 20005
Donate by Phone
To donate by phone via credit card, or to help with any questions you may have about other ways to support our cause, please contact our Development staff at (202) 464-5109 or Development@taxfoundation.org.
Visit taxfoundation.org/donate to make your online gift. Here, you can also set up a monthly gift to the Tax Foundation.
Donate through Your Donor-Advised Fund
You may not have known that the Tax Foundation is eligible to receive gifts from your donor-advised fund, sometimes known as a giving fund. Common fund administrators include Vanguard Charitable, Schwab Charitable, Fidelity Charitable, National Christian Foundation, DonorsTrust, and the Bradley Impact Fund.
Use our convenient tool below to automatically advise a gift from your fund.
Don’t see your fund administrator listed in the tool? No problem! Simply contact your administrator and advise them you would like a gift made to the Tax Foundation using our EIN: 52-1703065.
Increase Your Impact through Charitable Shopping and Employer-Matched Gifts
We’ve partnered with AmazonSmile, Double the Donation, and Shop & Support to make your gifts to the Tax Foundation as impactful as possible. Click on any of the services below to learn more.
When Amazon customers shop on AmazonSmile (smile.amazon.com), the AmazonSmile Foundation will donate 0.5% of the price of all eligible purchases to the Tax Foundation.
AmazonSmile and the AmazonSmile logo are trademarks of Amazon.com Inc. or its affiliates.
Double the Donation allows you to easily search for your employer to see if they will match your donation to the Tax Foundation. They will then help you submit the necessary materials to have your eligible gift doubled, or even tripled.
Donate Stock or Bonds
Transferring securities to the Tax Foundation allows you to make a gift and receive a charitable deduction equal to the full, fair market value of the securities. You pay no capital gains on your gift and neither does the Tax Foundation.
The best method of transferring these assets to the Tax Foundation is to contact your broker and electronically transfer them from your account to the Tax Foundation’s account. Avoid selling the assets and then making a gift of the proceeds, because this will trigger a capital gains liability for you.
In order for the Tax Foundation to acknowledge your gift and provide you with an IRS receipt, please take the following steps:
- Call or email our Development staff at (202) 464-5109 or Development@taxfoundation.org and let us know that you would like to make a gift of stock.
- Please be prepared to provide your name, your phone number, the name of the stock you are giving, and the number of shares (e.g., 20 shares of Microsoft).
- Call your broker with the information listed below.
The following information, to be provided to your broker, will expedite the transference process:
Tax Foundation Broker:
Cetera Advisor Networks
200 N Sepulveda Blvd Ste 1300
El Segundo, CA 90245
Phone: (800) 879-8100
Clearing Information: Pershing LLC
Tax Foundation Account Number: 33W061941
Tax Foundation EIN: 52-1703065
Include the Tax Foundation in Your Will
Planned gifts are a great opportunity to leave your legacy of ensuring the advancement of pro-growth tax policy for future generations.
For more information, view our Legacy Society Brochure.
If you would like to include the Tax Foundation in your will, please complete the Legacy Society Enrollment Form.
For your convenience, we have provided prewritten language that can serve as a codicil to your will in order to leave your legacy gift. Click here to download.
If you have any questions or would like help arranging a bequest, please contact our Development staff at (202) 464-5109 or Development@taxfoundation.org.
Thank you for considering us in your will or estate plans. It’s truly an honor.
Establish a Charitable Gift Annuity
By establishing a charitable gift annuity with the Tax Foundation, you’ll receive annual income for life at higher rates than available through most CDs and savings accounts.
The income you receive is based on the gift amount and your date of birth (designed for persons of retirement age). You receive dependable income for life and a tax deduction reducing your income taxes. And, your gift will help make the Tax Foundation even stronger in our fight to support sound tax policy.
For more information and to see a personal summary of benefits, or to receive an illustration of a charitable annuity at the Tax Foundation, please call or email our Development staff at (202) 464-5109 or Development@taxfoundation.org.
Contribute from Your IRA
Take advantage of the opportunity to make a direct gift from a qualified IRA account to the Tax Foundation.
Here are the basics of how charitable rollovers work:
- You must be age 70½ or older at the time of the gift.
- Transfers must be made directly from a traditional IRA account by your IRA administrator to the Tax Foundation. Funds that are withdrawn by you and then contributed do NOT qualify. Gifts from 401k, 403b, SEP, and other plans do not qualify.
- Gifts must be outright. Distributions to donor-advised funds or life-income arrangements such as charitable remainder trusts and charitable gift annuities are not allowed.
- Qualified charitable distributions can total up to $100,000 and count towards your minimum required distribution for the year from your IRA.
If you are interested in making this type of charitable donation, please contact your financial advisor to begin the rollover process. If you have further questions, please call or email our Development staff at (202) 464-5109 or Development@taxfoundation.org.
Give a Gift in Honor or in Memory of Someone
You may make a gift to the Tax Foundation in honor of someone or in someone’s memory by using our online donation form. After you enter your gift amount and personal information, you may select the “I would like to dedicate this donation to someone” checkbox to begin entering the information for your dedication. You also have the option to enter the contact information of any individual to whom you would like a message to be sent notifying them of your gift dedication.