Planned Giving & Giving Through Stocks and Bonds

JWI Planned Giving

Planned giving helps insure the important work of the James Wilson Institute is sustained long into the future. Your gift through your Will is not subject to estate taxation, no matter the amount - large or small. Your bequest to the James Wilson Institute may be given as a specific dollar amount, a piece of property, a stock or bond, a percentage of your estate, or all or part of the remainder of your estate. In the event the JWI becomes part of another non-profit organization with the same mission, your gift will transfer to help advance the work we do today. To make JWI a part of your planned giving, simply add the following language:

“I give, devise, and bequeath to the James Wilson Institute, 722 12th St. NW, Fourth Floor, Washington, DC 20005 [here insert specific dollar amount; percentage of estate; percentage of the residual of your estate; or describe property] to be used for its educational purposes.”

 

Giving Through Stocks and Bonds

A gift of stocks or bonds - like cash gifts - are tax-deductible. A charitable gift of stocks/bonds that have increased in value may be given without payment of capital gains taxes. Such a gift will allow a tax-deduction for the full market value of the donation. To make a gift of stocks or bonds to the James Wilson Institute, please:

1. Decide what financial holdings you wish to give, how many shares, and when.

2. Ask your broker to send this donation to our address below, or call our Managing Director, Michael Maibach (703) 838-6886 to discuss details.

3. Let us know of your gift so that we may acknowledge receipt, and thank you.

 

For more information please call our Managing Director, Michael Maibach (703) 838-6886.

The James Wilson Institute is a tax-exempt 501(c)(3) charitable organization. Our federal EIN # is: 41-1970028. Your tax-deductible gift will support JWI programs, such as conferences which bring together attorneys, scholars and judges who discuss the role of natural rights in our jurisprudence, an annual JWI Fellowship Program for accomplished young lawyers, and public lectures across the US.

James Wilson Institute - 722 12th St. NW - Fourth Floor Washington, DC 20005