Give an online gift today!
It’s that simple and contributions are 100% tax deductible.
Make a donation by phone or check.
Friends of Freedom: JMI’s Monthly Giving Program
Our Friends of Freedom program represents a special dedicated group of supporters who make a monthly commitment to JMI and our mission.
A monthly contribution is the easiest and most efficient way to support JMI — and can add up to real impact. Please consider joining JMI’s Friends of Freedom program today!
Give the gift of stock!
Did you know JMI gladly accepts donations of stock? Giving stock is quick, easy and can provide great tax benefits for you!
You can donate stock by contacting Jill Mattox at (850) 386-3131 or jmattox@jamesmadison.org with:
- Name of stock you will donate
- Number of shares
- Approximate value of gift
- Name and number of your broker
Instructions to Make a Gift of Stock
Our partnership with Wells Fargo Advisors allows ease of transfer. Not only will you receive a tax deduction for the fair market value of the stock, but you’ll also avoid paying capital gains tax. The best method of transferring these assets to The James Madison Institute is to contact your broker and electronically transfer the stock from your account to The James Madison Institute’s account at Wells Fargo Advisors. Avoid selling the assets and then making a gift of the proceeds because this will trigger a capital gains liability for you. Following the steps below allows The James Madison Institute to acknowledge your gift and provide you with an IRS receipt:
1. Call The James Madison Institute at (850) 386-3131 to let us know that you would like to make a gift of stock so we can identify your gift and ensure it is used to support JMI’s work across Florida.
2. Provide your name, your phone number, the name of the stock you are giving and the number of shares (e.g., twenty shares of Microsoft).
3. Ask your broker to contact Wells Fargo Advisors and provide your broker with the following information.
Donate from your IRA:
- Meet the QCD requirements
- Satisfy required minimum distributions
- Calculate your QCD tax break
- Set up a direct transfer to The James Madison Institute
Leave a lasting gift with JMI’s Legacy Society
Invest in Florida’s future and keep your hard-earned dollars from being taxed by the federal government! You can become a member of JMI’s Legacy Society by including a gift to JMI in your will, living trust, retirement plan or life insurance.
Learn more about the Legacy Society here.
