There are many ways to give a gift.
WIRE TRANSFERS
Use these instructions to wire your gift to us. Please share your intent to give with Dorcas Yip, Assistant Director of Development, at [email protected] or 646-214-5811. This communication is important for proper recognition and receipting.
Name of Bank: JPMorgan Chase
Bank Address: 270 Park Avenue, New York, NY 10017
ABA / Routing #: 021 000 021
Account #: 80018244182
Swift Code: CHASUS33
Account Name: Paul Taylor Dance Foundation Inc
A GIFT OF SECURITIES
Use these instructions to give a gift of stock. Please share your intent to give with Dorcas Yip, Assistant Director of Development, at [email protected] or 646-214-5811. This communication is important for proper recognition and receipting. Donor information does not always transmit during the DTC transfer process.
Participant Account Name: J.P. Morgan Securities LLC
Customer Name: Paul Taylor Dance Foundation
Account Number: 20261506
DTC# 0352
CREST# 5KKAV
Euroclear# 90014
Reference: [Donor Name]
DONOR ADVISED FUNDS
Make a grant request through your donor advised fund (DAF) to the Paul Taylor Dance Foundation.
Tax ID #: 13-2665475
IRA DISTRIBUTIONS
Are you 70 ½ or older? You may consider giving a tax-efficient gift from your traditional Individual Retirement Account (IRA) to the Paul Taylor Dance Foundation. You may pay no income taxes on the gift from your required minimum distribution (RMD). The age for RMD is being laddered up following the passage of the SECURE Act in 2023.
Requirements and Restrictions apply:
- You must be 70 ½ years or older
- You must make your gift directly from your IRA account
- Gifts to all charities cannot exceed a total of $105,000* per taxpayer per year
- Gifts cannot be made to a donor’s advised fund, supporting organization, or his/her private foundation
- No charitable deduction is allowed, and it is not included in taxable income
- Other retirement accounts (i.e. 401(k), 403(b)) are not eligible
- Charities cannot provide the donor with material benefits
To make a gift, please contact your IRA administrator to request a direct charitable distribution to the Paul Taylor Dance Foundation, including the amount you wish to donate. The letter should include our:
Tax ID #: 13-2665475
Disclaimer:
More information on the IRS’ website about Qualified Charitable Distribution can be found here.
The information provided does not constitute legal, tax, or other professional advice and should not be relied upon as such. Always consult your own advisor before making any gift that has tax implications, particularly where your state’s income tax law may differ from the federal law.
*This amount will be indexed yearly for inflation starting in 2024.
MUTUAL FUND SHARES
Use these instructions to transfer mutual fund shares. Please share your intent to give with Dorcas Yip, Assistant Director of Development, at [email protected] or 646-214-5811. This communication is important for proper recognition and receipting.
Send a LETTER OF INSTRUCTION to your financial services firm instructing them to send shares to:
Paul Taylor Dance Foundation, Inc.
551 Grand Street, New York, NY 10002
Tax ID #: 13-2665475
Fidelity Investments Account #: Z50-481513
The Letter of Instruction must contain the mutual fund share symbol and the approximate share quantity so that a unique BIN Number can be created for the transfer. The BIN Number will be provided to you so that you can forward it to whomever is processing the donation transfer for you.
PHOTO CREDITS (top to bottom | left to right) Header photo of Lee Duveneck, Eran Bugge, and George Smallwood in Concertiana, Paul B. Goode; Sean Manhoney and Christina Lynch Markham in Concertiana, Paul B. Goode; Michael Novak in Concertiana, Paul B. Goode; dancers in Concertiana, Paul B. Goode; Michael Apuzzo and Madelyn Ho in Concertiana, Paul B. Goode.
