Contributing a gift of appreciated stock directly to the Jamestown Rediscovery Foundation may significantly reduce your taxes and will directly support the foundation’s research, preservation, and educational initiatives. To learn more about how to make a stock gift, please download the instruction form.
IRAs, 401(k)s, and Keogh Funds can be significantly taxed if passed on to heirs, but are tax-free to charities. Seniors age 70½ and older may direct their required minimum distributions to the Jamestown Rediscovery Foundation without affecting their adjusted gross income (AGI), qualifying them for tax breaks and reducing or eliminating taxes on their social security benefits. They can also designate the Foundation as the beneficiary of their IRA to eliminate the income and estate taxes on the account. The Jamestown Rediscovery Foundation would then ultimately receive 100% of the balance in the account as a charitable gift.