Donor Advised Funds (DAF) are the fastest-growing giving method and a tax-efficient way to manage charitable donations. DAFs allow donors to make a charitable contribution, receive an immediate tax deduction, and then recommend grants through the fund over time.

A DAF allows you to serve JW House families, as well as give back to other causes close to your heart, with a flexibility to tailor your philanthropic giving.

You can partner with JW House to serve families in medical crises through your DAF and enable them to stay close when they need each other the most.

How to recommend a gift to JW House through your DAF:

1. Request a grant distribution through your DAF sponsor.
2. Be sure to use the JW House EIN # 20-2034560
3. Indicate whether your gift is unrestricted or designated to a specific cause i.e. a program, appeal/mailer, or general support. You can also designate JW House as a beneficiary for your DAF.

Mailing Address:

JW House
3850 Homestead Road
Santa Clara, CA 95051

Wire Transfers:

Contact us for wire transfer instructions.

Help JW House serve families facing medical crises for generations to come with a legacy gift. Unlike cash donations, legacy gifts are typically made from assets in your estate rather than disposable income, and may be fulfilled after your lifetime. Families and individuals at all income levels can make a difference by planning a legacy gift.

Bequests

A bequest is a gift of personal property that can be made through your will or living trust. Whether it be cash, specific items or assets, a bequest significantly impacts the longevity of our organization.

Retirement Plan Beneficiary

Naming JW House as a beneficiary to your retirement plan, IRA, 401(k) or 403(b) can be very tax efficient and can mean more funds for both JW House and your heirs.

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Life Insurance

Naming JW House as a beneficiary to your life insurance policy may enable you to make a larger financial contribution at a fraction of the cost.

By committing to a recurring gift, you will provide us with a reliable source of funding and create a bigger impact for JW House families.

Select ‘Make this a periodic or recurring gift’ on our general donation page to make your gift weekly, bi-weekly, monthly, quarterly, or annual.

A donation of securities (Stocks, Bonds, Mutual Funds, etc.) is a wonderful way to support JW House. It allows us to serve our families while also providing a tax benefit to our donors.

We recommend that donors seek the advice of a Professional Tax Advisor. If you have already done so and are ready to make your generous contribution, please use the account information on this page.

Fidelity Investments

DTC No. 0226
Acct. No.  Z73910317

Meet your minimum distributions and receive a tax benefit!

The Qualified Charitable Distribution (QCD) is an excellent way to show your support for JW House and receive tax benefits in return. If you are an IRA owner and have reached the age of 70 ½ you are required to make minimum distributions.

• Distributions must be made directly from a traditional IRA account by your IRA administrator to JW House.
• IRA Qualified Charitable Distributions are excluded as gross income for federal income tax purposes on your IRS Form 1040.
• The gift counts toward your required minimum distribution for the year in which you made the gift.
• You could avoid a higher tax bracket that might otherwise result from adding an RMD to your income.

Additional Info

Consult with your tax professional before deciding whether to make a charitable contribution from your IRA.