Yes. The Tax Foundation is a 501(c)(3) charitable organization, and contributions are tax-deductible for income, gift, and estate taxes.
The Tax Foundation’s federal tax identification number is 52-1703065.
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.
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.
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, phone number, and address for acknowledgment purposes, as well as the name of the stock you are giving and the number of shares (e.g., 20 shares of Microsoft).
- Tax Foundation staff will provide you with the necessary account information to share with your broker to complete the transfer.
Join our community of dedicated supporters committed to advancing principled, pro-growth tax policy all year long.
As a Standard Deductor, your automated gift helps ensure the Tax Foundation’s trusted research remains freely available to everyone: from lawmakers and journalists to small business owners and families trying to make sense of tax policy.
Automated giving is easy, flexible, and powerful. You choose the interval—monthly, bi-weekly, or weekly—and join a growing group of supporters who believe in the value of consistent, reliable funding for the nation’s leading source on pro-growth tax policy.
Why Become a Standard Deductor:
- Provide steady support that keeps our research independent and accessible
- Be recognized as part of a special community of recurring donors
- Receive exclusive updates, insights, and occasional invitations to donor-only events
- Cancel or adjust your gift at any time
Contact Katelynn Barbosa (kbarbosa@taxfoundation.org) to learn more!
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 do not qualify.
- Qualified charitable distributions can total up to $100,000 annually 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. For more details, see our in-depth guide at the link below.
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
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.
Many corporations agree to match the personal charitable donations of their employees with an equal or greater corporate contribution. Businesses also often match the charitable donations made by spouses or those who retired from the company. At no additional cost to you, your contribution can work twice as hard to help the Tax Foundation continue to support sound tax policy.
How it Works
Please locate your employer using the search form below to see if they provide matching gifts, and to receive instructions on how to double your donation to the Tax Foundation.
Yes. We would be honored!
Planned gifts are a great opportunity to leave your legacy of ensuring the advancement of pro-growth tax policy for future generations. We launched the 1937 Society for our investors who have planned a bequest or other future gift for the Tax Foundation, to help them appreciate the impact of their generosity in the present. Named in honor of Tax Foundation’s founding year, the 1937 Legacy Society is designed to recognize and honor those who make a commitment to Tax Foundation’s future.
Yes. While most individuals support our work through general support, you may also designate your gift to be used to support the work of a specific program or scholar at the Tax Foundation.
There are a number of options and the Tax Foundation’s Development professionals are available to work with you and your advisors to find a particular program or center that interests you. For example, an educator may wish to support our Internship Program, or a grandparent may wish to support financial literacy through TaxEDU. Please call or email our Development staff at (202) 464-5109 or Development@taxfoundation.org to start a conversation about your interests; as always your inquiries will remain confidential.
You may endow a specific issue, program or fellow in any issue area covered by the Tax Foundation. For more information on establishing an endowment, please call or email our Development staff at (202) 464-5109 or Development@taxfoundation.org.
We are proud to receive gifts from foundations of all sizes, from large endowments to small family trusts. All gifts, large or small, help us further our mission of leading the tax reform debate toward smarter, simpler policy, and educating the public about the benefits of pro-growth reform.
In order to invest in the Tax Foundation via check, please complete the form below and mail it to:
Attn: Development Office
1325 G Street NW Suite 950
Washington, DC 20005
We encourage you to support our research on the impact of tax policy on the business community and the economy at large.
We’re always welcoming new companies to join our Federal Advisory Panel, State Tax Working Group, and Global Steering Committee for those interested in dialogue around our portfolio of projects in each area. We also offer the opportunity to support specific projects, like our cutting-edge Taxes and Growth Model and issue-specific working groups and initiatives.
Additionally, we welcome sponsors for our Annual Dinner, affectionately known as Tax Prom. Tax Prom is the one night a year that brings together every major tax policy decision-maker in the country.
If you’d like to learn more about our programs, initiatives, and other opportunities to support smart, pro-growth tax policy, contact Josh Jaye at 202-464-5106 or jjaye@taxfoundation.org.
The Tax Foundation values your privacy. Please see our Privacy Policy for full details.
Several mechanisms ensure the Tax Foundation remains faithful to its supporters:
Independent Audits
The Tax Foundation is audited each year by independent auditors. The auditor’s report is distributed to the Tax Foundation Board of Directors for review. Our audited financial statements and IRS form 990 are available in pdf form on our website or upon request. Donors who have made designated or endowment gifts also receive regular reports on how these funds have been used.
Honoring Donor Intent
We believe that we have an obligation to respect your philanthropic intent as a donor and that we are strictly accountable to you. To that end, we pledge always to respect your philanthropic intent. To ensure our supporters can remain confident in our commitment to promoting sound tax policy as an independent organization, our Board of Directors has amended our bylaws to ensure the Tax Foundation remains true to its purpose.
Keeping Our Donors Informed
All Tax Foundation donors may sign up for weekly email updates to stay informed about the major issues of the day and the Tax Foundation’s impact on the debate. To sign up, please click here. In addition, all donors contributing $100 or more annually automatically receive regular reports about our work.
65 percent of Tax Foundation’s operating expenses directly support our important work in researching, analyzing, and educating others on sound tax policy. A large percentage of the rest goes towards printing costs, rent, and other general support needs.
Educating lawmakers, taxpayers, the courts, and legal community – as well as the media – remains at the crux of our mission, and, though our original motto “Towards better government through citizen understanding” no longer graces our publications, it continues to influence every decision at the Tax Foundation.