Thank you for your interest in supporting our efforts. Your contribution makes an enormous difference and is very much appreciated! Please review the giving options listed below. Regardless of the method you choose, you will receive confirmation of your gift via regular mail for your tax records.
GIVE BY MAIL
Download, print and complete this donation form, make your check out to "The Rockledge Foundation," and mail both to:
The Rockledge Foundation
c/o Sciarabba Walker & Co, LLP
200 East Buffalo Street
Ithaca, NY 14850
ONLINE DONATIONS
DONATIONS OF STOCK OR OTHER SECURITIES
Your broker can assist you in making a gift of stock, bonds, or other securities via a direct transfer. Giving a gift in such form may provide greater tax benefits than giving cash. Your charitable income tax deduction is equal to the fair market value of the stock, bond, or other security at the time of donation. Your likely benefit is that you avoid paying the capital gains tax on the increased value and brokerage fees associated with a sale.
If you would like to make a donation of stock, bonds, or other securities to The Rockledge Foundation, please contact your broker regarding details of the transfer, and then contact Irene Kapusciarz at Morgan Stanley Smith Barney regarding transfer instructions:
Irene Kapusciarz
Senior Reg'd Client Service Associate
Morgan Stanley Smith Barney
2500 Lake Cook Road
Suite 100 South
Riverwoods, IL 60015
Direct: 847-831-6652
Fax: 847-831-7863
Toll Free: 800-755-8255
PLANNED GIVING
You can make a planned gift by naming The Rockledge Foundation as a beneficiary of your last will and testament, life insurance policy, retirement plan, or charitable trust. There are many charitable planned giving options available. Some options may have a greater tax benefit to you than others, so please consult with your attorney or financial advisor on which strategy would work best for you.
If you, your attorney or financial advisor has any questions, please do not hesitate to contact William Shaw, per the contact information below:
William R. Shaw
Shaw Law Firm
The Frontenac Bldg.
109 E. Seneca Street
Ithaca, NY 14850
Phone: 607-273-2900
Fax: 607-273-2933
GIVE AT WORK
Increase your donation with employer matching funds. Many employers will match your personal donation. Check with your company for more information on matching gift programs. Employer matching gifts may also be available to you if you are the spouse of an employee, a retired employee or the spouse/widow/widower of a retiree. For any questions regarding executing a matched giving donation, please contact Irene Kapusciarz at Morgan Stanley Smith Barney:
Irene Kapusciarz
Senior Reg'd Client Service Associate
Morgan Stanley Smith Barney
2500 Lake Cook Road
Suite 100 South
Riverwoods, IL 60015
Direct: 847-831-6652
Fax: 847-831-7863
Toll Free: 800-755-8255
