Ways to Give
There are a number of ways you can support Thomas Jefferson University and Hospitals and make a difference in the field of education and medicine. Each type of gift provides you with different advantages, which you can read about below.
We are part of a 501(c)(3) tax-exempt nonprofit organization. Please call 1-877-JEFF-GIFT for our federal tax ID number.
Cash, Checks, Phone & Online
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:
|Questions? Please contact Sarah Staley at 215-955-8276|
Employee Gift Matching
You could double or even triple the amount of your donation if your employer provides matching gifts. More than 15,000 companies and subsidiaries have a program that matches gifts made to support higher education.
Stocks, Bonds, & Mutual Funds
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:
- You avoid paying capital gains tax on the increased value of the stock.
- 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.
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 Lisa Repko, JD for individual advice on your particular situation.
For additional information, please contact Sarah Staley at 215-955-8276.
We are honored 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 Lisa Repko, JD for language specific to the Jefferson program you wish to support to include in your estate plans. If you would like more information, please click here.
Jefferson is an Educational Improvement Tax Credit (EITC) organization.
If you have questions, please contact us at 215-955-1635 or 877-JEFF-GIFT Monday through Friday, 8 a.m. to 5 p.m. EST or leave a message, and we will return your call within 24 hours of retrieval.