• 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.
LEGACY SOCIETY
Legacy giving—also known as planned giving—allows a donor to leave a legacy gift to the underserved children who attend Agassiz Village. Legacy donors can have a significant impact on the future sustainability of Agassiz and its ability to provide meaningful programming for children.
Agassiz Village’s Legacy Society consists of donors who have included Agassiz Village in their wills or other estate plans. Their gifts, from cash donations to bequests to Agassiz through a will, provide essential financial support for the camp’s future. Each contribution makes a positive difference in the educational opportunities that we are able to provide.
Plan now to make more possible for our kids in the future.
Are you interested in joining our Legacy Society?
If yes, then follow these steps:
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Seek the advice of your financial or legal advisor.
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Contact Lisa Carter, Agassiz Village Executive Director, at 978-781-0200 Ext. 1005 to discuss the different options for including Agassiz Village in your will or living trust.
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If you include Agassiz Village in your plans, please use our legal name, address, and tax ID number.
Legal name: Agassiz Village Founded by Mr. & Mrs. Harry E. Burroughs
Address: 9 Vernon Street, Framingham, MA 01701
Federal tax ID number: 04-2160531