• Gifts of Cash: The CARES Act allows taxpayers who take the standard deduction to make up to $300 of charitable contributions to qualified charities. Itemizers can deduct up to 100% of adjusted gross income. As of now, this only applies to 2020.
• Stock or Securities: Make a gift of stock or securities to Agassiz Village and avoid capital gains tax on the appreciation of your stock. Please call Lisa Carter, Executive Director, at 781-860-0200 ext.1006 to make your stock gift.
• Individual Retirement Account: If you or a family member are 70½ or older with an individual retirement account (IRA), you can make a tax-free gift to Agassiz Village directly from your IRA. This is called a qualified charitable distribution. Through the SECURE Act you can transfer any amount up to $100,000 per year directly to a qualified charitable organization without paying income tax on the distribution.
• Donor-Advised Funds: Give through your donor-advised fund to maximize your impact. Your fund sponsor handles all record-keeping, disbursements, and tax receipts.
CORPORATE PARTNERS
Agassiz Village would not exist without the generous contributions of our corporate partners. They provide the financial support for us to offer scholarships, create new programming, and maintain our campus. The following reflects partners who have given over $5,000 for 2024.
BNP Paribas
Citi
DCU for Kids
DSR Motor Group
Fifth Third Bank
HSBC
JP Morgan Securities LLC
KeyBank National Association
Mizuho Securities USA LLC.
MUFG Securities
PNC Bank
R.W. Baird & Company
Scotiabank
SMBC Nikko Securities America, Inc.
StoneX Group Inc.
TD Securities
Tradeweb
Truist Securities
Trumid Financial
UBS
Wells Fargo