Tax-Deductible Contributions and Program Support

One-time gifts of any size are welcome and help support the great work of the AGG
Education and Research Foundation. Click on or send a check to ϳԹ
Education and Research Foundation, 2300 Wilson Blvd. Suite 300, Arlington, VA 22201.

Monthly Donations are a way to help sustain our programs year-round.

Contribute to a Dedicated Fund. The Foundation’s newest initiatives, Industry Residencies and Industry Case Studies, will be supported through contributions to dedicated funds created by the Foundation. If your interest lies in one of these areas, consider a contribution to either of these innovative funds.

Donor Advised Funds (DAF) 

You can make a grant from your existing donor advised fund to make a difference in the future of construction.

A donor advised fund, or DAF, is like a charitable investment account for the sole purpose of supporting charitable organizations you care about such as the ϳԹ Education and Research Foundation (ϳԹERF). When you contribute cash, securities, or other assets to a donor advised fund, you are generally eligible to take an immediate tax deduction. Then those funds can be invested for tax-free growth, and you can recommend grants to virtually any IRS-qualified public charity.

Contributions to the DAF are invested, so the assets have the potential to grow over time and create more charitable capital for grantmaking. When the time is right, you recommend grants from the DAF to the qualified charities of your choice.

How a DAF Can Support the ϳԹ Foundation

Fund your account: To establish your donor advised fund, you make an irrevocable contribution—which could include cash, stock, real estate and more.

Receive an immediate tax deduction: When you contribute to your donor-advised fund, you may be eligible to claim an itemized tax deduction for federal and/or state income tax purposes. Because donor advised fund sponsors are public charities, your donation is considered a tax-deductible charitable contribution. The amount of the deduction will depend on several factors, including the type of asset donated and how long you have owned it. This arrangement allows you to plan your gift when it makes sense for you and to recommend grants to your favorite charitable organizations, like the ϳԹ Education and Research Foundation, at any point in the future.

Personalize your DAF account: As you establish your donor advised fund account, you can structure it in a way that best meets your charitable goals. You can name your donor advised fund anything you would like; appoint friends and family members to help you manage the responsibilities of your DAF; and design a legacy plan to determine what will be done with your DAF assets beyond your lifetime, which may include appointing successor advisors or charitable beneficiaries.

Invest your DAF assets for growth: You can recommend an investment strategy for the assets in your donor advised fund account. The assets in your DAF are invested following your recommendations. Any investment growth is tax-free, giving you the potential to create even more money for grantmaking.

Support your favorite charities, now or in the future: As soon as your donor advised fund is established and funded, you can recommend grants to the charitable organizations closest to your interests. You can make single or recurring grants, either with recognition or with total anonymity.

Use your fund to make a gift now: Donors may recommend grants at any time to qualified U.S. charities. Typically, a grant check accompanying a letter will be sent to the recipient organization. The letter is personalized per the donor’s instructions and can also have a special purpose noted, such as “In honor of” or “In memory of …”.

Create a legacy gift: The final distribution of contributions remaining in your donor advised fund after your lifetime can be designated when you create or update your fund. By simply completing the beneficiary designation form assigned to your fund, you can name successor advisors to your fund or a specific charity(ies) including the ϳԹ Education and Research Foundation to receive a portion of your fund balance. When you make the ϳԹ Foundation aware of its designation in your estate plans, you will be included as member in the prestigious ϳԹERF Constructors' Legacy Society.

The ϳԹ Education and Research Foundation's advisors at Bernstein Private Wealth Management can help answer questions about establishing a DAF including opportunities with their Bernstein Philanthropic Impact Fund. Contact Bernstein at (844) 347-2203 or send an email to mybernsteinimpact@nptrust.org if you would like to learn more.

ϳԹERF and Bernstein do not provide tax, legal, or accounting advice. Consult professionals in these areas to discuss your individual circumstances before making decisions.