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FAQs about Donations

How much of my donation will go towards Heritage’s programs?

Over 80 percent of Heritage’s operating expenses go towards Heritage’s important work in promoting freedom, opportunity, prosperity and civil society. For more information on how Heritage spends its money, please browse our annual reports and audits.

How does The Heritage Foundation remain accountable to its donors?

Several mechanisms ensure Heritage remains faithful to its supporters.

Independent audits

The Heritage Foundation is audited each year by independent auditors. Our annual report is distributed to every member of Heritage’s President’s Club, and our audited financial statements are available through our website or upon request. In addition, all President’s Club donors automatically receive regular reports about our work from Heritage’s President Ed Feulner. Donors who have made designated or endowment gifts also receive regular reports on how these funds have been used.

Honoring donor intent

Second, at The Heritage Foundation we believe that we have an obligation to respect your philanthropic intent as a donor. We believe we are strictly accountable to you, and we pledge always to respect your philanthropic intent. So we have recently taken a major and unprecedented step to ensure our members can remain confident in our commitment to conservative ideas: our Board of Trustees has amended our charter to ensure Heritage remains true to its conservative purpose.

Read more about Heritage’s commitment to upholding donor intent.

Keeping our members informed

All Heritage members can sign up for regular e-mail updates from MyHeritage.org to stay informed about the major issues of the day and The Heritage Foundation’s impact on the debate. To sign up, fill out the form at the top right corner of this page.

Are donations to The Heritage Foundation tax deductible?

Yes. The Heritage Foundation is a 501(c)(3) charitable organization, and contributions are tax-deductible for income, gift, and estate taxes. Our federal tax identification number is 23-7327730.

What is Heritage’s tax identification number?

The Heritage Foundation’s federal tax identification number is 23-7327730.

Which credit cards do you accept?

The Heritage Foundation accepts Visa, MasterCard, American Express and Discover. Credit card contributions can be made by using our secure online form or by calling our Membership Office at (800) 546-2843.

Can I make a gift to Heritage by check?

Certainly. Checks should be made payable to “The Heritage Foundation” and mailed to our offices at:

214 Massachusetts Avenue, NE
Washington, DC 20002

Can I donate through the Combined Federal Campaign?

Yes. Federal employees and military personnel can donate to Heritage through the Combined Federal Campaign or CFC. To donate to Heritage, use CFC #10155. Visit the CFC website for more information about opportunities in your workplace.

Can I establish a recurring contribution deducted from my credit card or checking account?

You can also choose to contribute to Heritage automatically each month or on a quarterly schedule through an electronic funds transfer—in which your contribution is electronically debited from your checking account—or through a charge to your credit card. These funds are deposited directly into The Heritage Foundation’s operating fund, to be put to work immediately.

Establish a recurring gift on your credit card online and join the Heritage Leader’s Club.

To establish a recurring contribution from your checking account, please call our membership office at (800) 546-2843.

Can I make a gift to Heritage through PayPal?

Yes. You can make a secure gift through PayPal.com.

Can I give a gift of securities (stocks or bonds)?

Yes.

Transferring securities held long term to The Heritage Foundation allows you to make a gift and receive a charitable deduction equal to the full, fair market value of the securities. You pay no capital gains on your gift and neither does Heritage.

The best method of transferring these assets to Heritage is to contact your broker and electronically transfer the stock from your account to Heritage’s account at SunTrust Bank. Avoid selling the assets and then making a gift of the proceeds, because this will trigger a capital gains liability for you.

In order for Heritage to acknowledge your gift and provide you with an IRS receipt, please take the following steps:

  1. Call The Heritage Foundation’s Membership Office at (800) 546-2843 and let us know that you would like to make a gift of stock.
  2. Provide your name, your phone number, the name of the stock you are giving and the number of shares (e.g. 20 shares of Microsoft)
  3. Call your broker with the information below and ask your broker to contact Sun Trust Bank.

Name: Sun Trust Bank

Contact: Bill Haugh

Address: 1445 New York Avenue, NW Washington, DC 20005

Phone: 202-661-0741

Fax: 202-879-6409

DTC Number: 2039

Further Credit: SunTrust Bank A/C# 11188

Additional Further Credit: Heritage Foundation A/C# 7040831

Does The Heritage Foundation accept matching gifts?

Yes.

Many corporations agree to match the personal charitable donations of their employees with an equal or greater corporate contribution. Businesses also often match the charitable donations made by spouses or those who retired from the company. At no additional cost to you, your contribution can work twice as hard to help The Heritage Foundation fight for an America envisioned by the Founding Fathers.

How it works

To initiate a matching gift, complete your company’s matching gift form and send it along with your gift to The Heritage Foundation. Heritage will complete the form, certifying that it has received your gift and that The Heritage Foundation is eligible to receive matching gifts under your company’s guidelines. We then forward the form to your company. After verifying the eligibility of both the donor and The Heritage Foundation, the company sends a check to Heritage.

Each corporate matching program has its own rules. You should check with your employer’s personnel department to see if your gift qualifies for a corporate match. Visit Heritage’s matching gifts page for a list of corporations that regularly match employee gifts.

Can I establish a gift annuity through Heritage?

Yes.

By establishing a charitable gift annuity with The Heritage Foundation, you’ll receive annual income for life at higher rates than available through most CDs and savings accounts.

The income you receive is based on the gift amount and your date of birth (designed for persons of retirement age). You receive dependable income for life and a tax deduction reducing your income taxes. And, your gift will help make Heritage even stronger in our fight to preserve the conservative principles upon which America was founded.

For more information and to see a personal summary of benefits, please call our Gift Planning Office at (800) 409-2003.

Can I provide for Heritage through my will or estate?

Yes.

The Heritage Legacy Society is a special group of Heritage Members who have provisions to support Heritage through their estate plans. Gifts to The Heritage Foundation through your will are totally free of estate tax.

Read more about the Heritage Legacy Society.

A bequest to Heritage can be a gift of a specific dollar amount, a specific piece of property, a percentage of an estate, or all or part of the residue of an estate. You can also name Heritage as a contingent beneficiary if someone named in your will is not longer living at the time of your passing. A bequest to Heritage is easy to arrange and can be made by including the following words in your will:

I give, devise, and bequeath to The Heritage Foundation, 214 Massachusetts Avenue, NE, Washington, DC 20002 (insert amount of money, percentage of estate, or describe property) to be used for its educational purposes.

Any type of cash, securities, personal property or real estate can be given through a bequest. Heritage can also be named beneficiary of assets which often pass outside a will, such as IRAs, pension plans, life insurance, or assets held in a trust.

For more information about the Heritage Legacy Society and bequests or other planned gifts including charitable gift annuities and charitable trusts, please call The Heritage Foundation’s Gift Planning Office at (800) 409-2003.

Can I designate my gift to a certain program or scholar?

Yes. While most Heritage Members support our work through general support, you may also designate your gift to be used to support the work of a specific program or scholar at Heritage.

There are a number of options and The Heritage Foundation’s development professionals are available to work with you and your advisors to find a particular program or area that you are enthusiastic about. Your inquiries will remain confidential. Please call Heritage’s Membership Office at (800) 546-2843.

How can I establish an endowment at Heritage?

You can endow a specific issue, program or fellow in any issue area covered by Heritage. For more information on establishing an endowment, please contact our membership office at (800) 546-2843.

Read more about endowments at The Heritage Foundation