Supporting Specific Royal Oak and National Trust Priorities

Please feel free to contact us by telephone or email if you wish to make a gift to support a particular aspect of Royal Oak’s work, such as Fellowships or Lectures and Tours in the U.S. You may make a gift and recommend that it be applied to a favorite National Trust property, or projects such as work to protect and increase access to the British Coastline, or to Royal Oak’s annual appeal for a specific National Trust project, for example. In conformity with U.S. law and Internal Revenue Service Regulations, your donation recommended for the National Trust is considered unrestricted until is it reviewed by the Finance Committee and approved by the Royal Oak Board of Directors, which meets quarterly.

Gifts of Cash

A gift of cash is appealing to those who want the satisfaction of knowing their gift will be available to Royal Oak for immediate use. In most cases, gifts are fully deductible if itemized on Federal income taxes.  You may also use this form to contribute by mail

Donor Advised Funds (DAF)

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

Main advantages of a donor-advised fund:

  • Simplicity—The DAF sponsor handles all record keeping, disbursements, and tax receipts.
  • Flexibility—Timing of your tax deduction can be separate from your charitable decision making.
  • Tax efficiency—Contributions are tax-deductible, and any investment growth in the DAF is tax-free. It is also easy to donate long-term appreciated securities, eliminating capital gains taxes and allowing you to support several charities from one block of stock.
  • Privacy if desired—Donors may choose to remain anonymous to the grant recipient.

Grants made to Royal Oak through Donor Advised Funds can be designated for general support, membership (only that which is tax deductible), or can be allocated towards a specific project or campaign.

For more information, please contact your DAF advisor.

Corporate Matching Gifts

Corporate matching gifts are an easy way for people to increase the impact of their personal contributions to The Royal Oak Foundation. By taking advantage of an employer’s matching gift program, a donor may generate an additional gift that may automatically double or triple his or her own contribution.

Here’s how to make a matching-gift:

  1. Check with your company’s human resources department to find out about the company’s matching-gift policy. Many employers will provide a form for you to fill out and send to us with your donation.
  2. We will verify your gift and return the form to your company, which will then issue a matching gift contribution to the Foundation.
  3. Please send all gifts and forms to The Royal Oak Foundation (Tax Identification Number 23-7349380).

Gifts of Stock and Other Securities

Making a charitable gift of stock to The Royal Oak Foundation is both economical and easy, and may provide advantageous tax-treatment. Selling a stock or bond that has appreciated in value subjects the individual seller to a tax on that capital gain. As a non-profit organization, The Royal Oak Foundation is not subject to income taxation therefore it can sell your donated securities without being subject to the capital gains tax. Additionally, a charitable gift of securities held for over one year may entitle the donor to an income tax deduction equal to the value of the security at the time it is given to the charity.  Please download this form to initiate a stock transfer gift to Royal Oak Foundation.  Click here for a printable version of this information (pdf).  As noted on the form, please instruct your broker to transfer the stock to Vanguard, The Royal Oak Foundation Account# 20531686, DTC # 0062

Gifts of Life Insurance

A gift of life insurance is an attractive option for those individuals who no longer need the financial protection of an existing policy. For many, assigning a life insurance policy to Royal Oak – or designating the Foundation as beneficiary – is a simple means of making a significant gift without diminishing current assets.  In addition, by transferring ownership of an insurance policy to the Foundation and naming it as a beneficiary, you qualify for an immediate income tax deduction. The amount of the deduction depends on the status of the policy. Please check with your tax advisor.  Many donors who choose to name Royal Oak as the owner and irrevocable beneficiary of their life insurance policy choose to make their premium payments directly to the Foundation. In turn, Royal Oak pays the life insurance company the annual premium and the donor receives an income tax charitable deduction for the value of the premium. This way, the donor receives a tax deduction in the year the gift is made for the current cash/surrender value of the policy. The donor will receive an additional deduction each year for the premium paid to Royal Oak.

Planned Giving

Those who wish to create a legacy by remembering Royal Oak and the National Trust of England, Wales & Northern Ireland in their estate plans can do so with planned gifts. These can be in any amount and may take the form of a cash bequest, appreciated assets such as stocks, or life insurance. For more information visit our Legacy Circle page.

Gifts of Real Estate

Real estate, such as a piece of land, a house, or a farm, may be given to Royal Oak outright, in which case the Foundation will sell the property and use the proceeds immediately. It is also possible for real estate to be used to fund a trust and provide the donor (or another person) with lifetime income. A donor may also donate a house to The Royal Oak Foundation and retain the right to live in it during his or her lifetime. This type of gift provides the donor with an immediate charitable deduction.

Crypto Currency

If you are considering donating cryptocurrency, such as Bitcoin, or appreciated cryptocurrency assets, please contact Ian Murray at 212-480-2889, ext. 202

Additional Information

The above text is provided for informational purposes only and any individual considering a planned gift is encouraged to also consult with their tax advisor or accountant.