Tax Deductible Donation to The John C. Bogle Center for Financial Literacy

Credit card donors will receive a confirmation email. Donations can also be viewed online here (credit cards only).

You may also send your generous tax-deductible donation to:

The John C. Bogle Center for Financial Literacy
2028 E. Ben White Blvd.
Suite 240 PMB 1975
Austin, TX 78741

For people age 70.5 and up, a qualified charitable distribution from your traditional IRA can be a tax-efficient way to support the Bogle Center’s mission of improving financial literacy. Qualified charitable distributions are distributions made from a traditional IRA directly to a qualifying charity, and they are entirely excluded from your gross income, unlike most distributions from a traditional IRA.

We encourage you to speak with your tax professional for more information.

By making the Bogle Center a part of your legacy planning, you can support our financial literacy efforts for years to come.

Charitable giving through your estate is an excellent way to support causes you care about, in a way that may not be financially possible during your lifetime.

You can name the Bogle Center as:

1. A beneficiary in your will,
2. A beneficiary of a retirement account such as an IRA or 401(k), or
3. A beneficiary of an insurance policy.

Naming a non-profit organization such as the Bogle Center as the beneficiary of a tax-deferred account (e.g., a traditional IRA) is often a very tax-efficient way to give, as the charity will not have to pay tax on the inherited amount, whereas an individual beneficiary would generally have to pay tax on distributions from an inherited traditional IRA.

We encourage you to speak with your tax professional for more information.

A donor-advised fund (e.g., Fidelity Charitable, Schwab Charitable, or Vanguard Charitable) can be a very convenient way to give. They can, among other things, make it convenient to donate appreciated securities, which is often a tax-savvy way to give. 

If you have an account with a donor-advised fund, you will soon be able to use our self-service to make a grant to the Bogle Center.

As always, we encourage you to consult with your tax professional.