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Why donate stocks and other marketable securities?

Many alumni, parents and friends of Thomas Jefferson are enhancing their charitable giving by directly donating specific shares of appreciated securities to the Jefferson Partnership Fund. Whether your portfolio performance is above market averages or even if you had a decline in your portfolio value, a stock donation is a wise and effective investment in educational excellence at Thomas Jefferson.

Normally, when a donor sells appreciated securities and donates the proceeds, he or she might be subject to tax on the gains and as a result, have less left to contribute. However, when you donate securities to the Jefferson Partnership Fund, as a tax-exempt 501(c)(3) organization we don't pay capital gains tax on the sale of securities.

Moreover, as the donor you will be entitled to an income tax deduction for the full current market value of your gift, to the extent allowed by law. We recommend that you consult with your financial planner, accountant or estate attorney to discuss your specific situation.
It is easy, safe and cost effective to transfer securities electronically into the Jefferson Partnership Fund’s account. Here are the simple steps:

  1. Please notify our Jefferson Partnership Fund office in advance of stock transfers so that we can instruct our broker to accept delivery of your gift and acknowledge it properly for income tax purposes.

    Download the Stock Gift Donation Form
    You may e-mail, fax, or mail the stock gift form to:

    TJHSST Partnership Fund, Inc.
    6065 Braddock Road, Alexandria, VA 22312-2291
    Phone: 703.750.8317
    Fax: 703.750.5010
    E-mail: JeffersonPartnershipFund@tjhsst.edu

  1. Inform your broker that you would like to make a stock gift to the TJHSST Partnership Fund, Inc. Provide your broker with the following information:

    Broker First Clearing Corporation
    Account Name: TJHSST Partnership Fund, Inc.
    Account Number: 76376881
    DTC Number: 0141

Thank you for considering a gift of securities.