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Donor Advised Funds
& Appreciated Stock

A grant from your Donor Advised Fund (DAF) can support Jacob's Heart mission to improve the quality of life for children with cancer and support their families in the challenges they face. 

 

DAFs offer flexibility, anonymity, and tax benefits, functioning as a charitable investment vehicle where funds can grow tax-free before being distributed to causes you wish to support.​​​​

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Please use the following legal name and tax identification:

Jacob's Heart Children's Cancer Support Services

567 Auto Center Drive, Watsonville, CA 95076

Tax ID #68-0413822

We are a tax-exempt, charitable institution listed in the Federal Internal Revenue Service Publication #78, "Cumulative List of Organizations," revised IRS Code 501(c)(3).

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View our IRS Determination Letter

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3 Ways to Give Through a Donor Advised Fund

there are some ways you can influence the grantmaking process so you have a say in which nonprofit organizations your DAF supports.

Recommend a grant from your DAF through your fund administrator

You can recommend a gift to Jacob's Heart by contacting your fund administrator or by making a grant recommendation online. 

Set up recurring grants from your DAF

You can set up recurring grants that support Jacob's Heart. Contact your fund administrator and choose your grant frequency.

Name Jacob's Heart as the beneficiary of your DAF

You can help continue the mission of Jacob's Heart after your lifetime by naming Jacob's Heart as the beneficiary of your DAF. Simply contact your fund administrator to do so.

It's easy to donate online through your Donor Advised Fund online. Click the donate button below and you'll be prompted to select your provider through DAFPay.

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​"My husband and I chose to set up a DAF for the sole purpose of supporting charities that we care about. Upon investing x amount to the fund, we experienced an immediate tax benefit. A DAF allows us to send a one-time donation or a recurring donation to the charity of our choice."

Megan Martineli,

Jacob's Heart Board Member

You Can Now Give Through Appreciated Stock

The benefit of donating appreciated stock is that the taxpayer does not have to pay capital gains tax on the difference between their orignial purchase price and the current fair market value as of the date of the donation. However, they will receive a charitable deduction for the full current fair market value of the stock being donated.

Rules for donating appreciated stock:

2025:

  1. You must itemize your deductions in order to take a charitable deduction

  2. The appreciated stock must have been held over one year

  3. The stock cannot be in a tax deferred portfolio such as an IRA or a 401-K

  4. The fair market value of the appreciated stock is deductible up to 30% of your adjusted gross income.  Contributions in excess of this amount are carried over and deductible for up to five subsequent tax years.

  5. If the donation is for more than $500, form 8283 will need to be filed with their tax return

 2026 – All of the rules for 2025 apply with the addition of the following:

  1. Only charitable contributions exceeding .5% of the taxpayer’s adjusted gross income (AGI) will be deductible

  2. For those taxpayers in the highest bracket (37%), the value of all of their itemized deductions, including charitable contributions, will be capped at a 35% rate.

  3. Unused deductions can still be carried over for five years, but carryovers into 2026 will be subject to the new AGI floor and deduction cap.

Please discuss with your tax adivsor on what the best route would be to donate appreciated stock to Jacob's Heart.

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