Ways to Donate

Thank You for Your Support!

We are grateful for your generous, tax-deductible Gifts to The Patriot Fund, Inc. It is our calling to see that those who defend our country and its freedoms are not forgotten. Together, we will make a difference in the lives of military Veterans and their families.

Creative Ways to Give

Many successful individuals and families are asked to give to any number of great causes. While it is relatively easy and almost second nature to simply write a check, there are other creative ways to give which may not only enhance the net benefit to the beneficiary, but also provide benefits to the donor. As opposed to simply writing a check, consider the following.

Gifting Appreciated Stock

Many successful individuals and families are asked to give to any number of great causes. While writing a check is one of the simplest and most familiar ways to give, it is far from the only option. There are many creative and strategic ways to make a charitable contribution that can maximize the impact of your gift, enhance the benefit to the recipient, and potentially provide meaningful financial or tax advantages to you as the donor. As opposed to writing a check, consider the following.

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Donor – donating appreciated securities held for more than one year may allow you to claim a charitable deduction based on the fair market value and avoid recognizing capital gain on the appreciated value, subject to applicable tax rules.

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Beneficiary – receives the stock and sells it at fair market value. A qualified 501(C)3 organization is exempt from capital gain taxation.

Donor-Advised Funds

Many successful and philanthropic investors find an immediate need for a tax deduction to offset potential capital gains and income tax exposure. A contribution to a Donor-Advised Fund (DAF) may offer tax advantages while helping you create lasting impact for US Military Veterans. Depending on your tax situation, you may be able to claim a current-year charitable income tax deduction and reduce capital gains tax exposure, while spreading the beneficiary gifts over time.

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Donor – may be able to receive a current charitable income tax deduction when contributing to a donor-advised fund, while retaining the flexibility to recommend grants to The Patriot Fund and other qualified charities over time.

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Custodian – there are many qualified donor-advised funds available at a number of Trust Companies. The Trust Company receives the granted stock, sells it without capital gain tax exposure, and on the advice of the donor, will make the distribution to qualified charitable organizations.

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Beneficiary – as with any gift, the beneficiary 501(C)3 organization is exempt from taxation and in this case, a number of beneficiaries may be funded over time.

Individual Retirement Account Distributions

For eligible IRA holders, a Qualified Charitable Distribution offers a powerful and tax efficient way to give. A QCD allows funds to be transferred directly from an Individual Retirement Account to a qualified nonprofit organization. Because the distribution never passes through the donor, the amount is excluded from taxable income.

Once required minimum distributions begin, QCDs may be used to satisfy all or part of that annual requirement, subject to IRS rules. This approach can be particularly effective for donors who give regularly, as it may reduce taxable income while supporting causes they care deeply about.

Family Foundation

For some families of greater charitable desire, considering a Family Foundation may provide opportunities similar to the Donor Advised Fund but with greater flexibility, control, and management. Such foundations are used to not only fulfill family philanthropic planning desires, but also to foster a legacy of such thought and strategy.

The Patriot Fund does not provide tax, legal, or financial advice. Please consult your attorney, tax advisor, or financial advisor to determine how a donation may affect your individual situation.

For more information about Creative Ways To Give reach out to admin@patriotfundinc.org

Donate Online or by Mail

Donate Online

Online Gifts are an easy and cost-effective way to contribute to The Patriot Fund.

Donate by Mail

Please make all Gifts payable to “The Patriot Fund” (Tax-ID: 82-1481089) and mail to:

The Patriot Fund, Inc.

P.O. Box 293 Mantua, NJ 08051

Donate your Time

The Patriot Fund hosts various events each year and we are always looking for a helping hand! Our events typically include a golf outing, dinner receptions and involve both live and silent auctions.

Volunteers at our events would be needed for on-course assistance, preparation, morning registration, dinner registration, and more! If you are interested in volunteering and want to be part of what makes our invitation-only events so grand, please reach out to us at admin@patriotfundinc.org to get in touch today!

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