Ways to Donate

How to give to SAR and The SAR Center for Advancing America’s Heritage

These tax-wise giving opportunities are several meaningful ways to contribute to the patriotic works of the Sons of the American Revolution and the SAR Center for Advancing America’s Heritage while realizing sizeable tax benefits and cost savings for you and your estate.

Gifts of Cash

The simplest way to give.

There is no easier way to make a charitable tax deduction – and support the Sons of the American Revolution at the same time – than by simply writing a check!

If you itemize, your outright gift of cash is fully deductible for federal income purposes up to 50% of your adjusted gross income. If your total gift exceeds this limitation, the excess may be carried forward for tax purposes for up to five additional years.

Pledges

Take your time to give substantially.

Many members pledge to make payments over a period of five years, thereby making it easier to make a substantial gift. In addition to your tax deduction, gifts over a certain amount may provide naming opportunities for pledges fulfilled. Consult the SAR Foundation for a naming opportunity availability.
CAAH Pledge Form

Gifts of Stock

Avoid capital gains

Giving long- term appreciated stock offers you a two-fold tax savings. First, you avoid paying any capital gains tax on the increase in value of your stock. Secondly, you receive a tax deduction for the full fair market value of the stock on the date of the gift. For tax purposes, the value of such gifts may be deducted up to 30% of adjusted gross income, with an additional five-year carry forward.

Example: If you purchased stock many years ago for $1,000, and it is now worth $10,000, an out-right gift of that stock to the SAR Foundation would result in a charitable donation of $10,000. In addition, you permanently avoid paying capital gains tax on the $9,000 of appreciation.

Gifts of Life Insurance

A good policy for giving

If you own a life insurance policy that is no longer needed, consider it as the perfect charitable gift.

To receive a charitable deduction, name the SAR Foundation as both the owner and beneficiary of the policy. If the policy has a cash value, you can take a charitable deduction equal approximately to the cash value at the time of the gift. In addition, if annual premiums are still to be made and you continue to make them, those premiums will become tax deductible each year.

It’s easy to donate life insurance policy to the SAR Foundation. Simply check with your life insurance agent for details.

Life Income Gifts

Charitable trust or gift annuity

If you are considering a major gift, you gift of cash or stock in the form of a life income gift can significantly increase your income!

A life income gift allows you to transfer assets now, and yet continue to receive income from the cash or stock or other property donated. A life income gift allows you to 1) increase your income, 2) receive a generous charitable contribution deduction, and 3) if you contribute stock, avoid any capital gains tax on the appreciation!

If you have already considered a provision for SAR in your will, please note that a life income gift can often be preferable. Such a gift allows you to accomplish your goals during your lifetime – and in a tax-advantaged way.

Gifts of Real Estate

Homes, farms, acreage

If you have owned your home, vacation home, farm or acreage for many years, a charitable gift of that real estate can be especially tax-advantageous.

The property may have appreciated in value over the years that its sale would result in a sizeable capital gains tax. However, if you donate such property to the SAR Foundation, you avoid the tax and, at the same time, realize a charitable deduction for the full market value of the real estate.

You may also want to consider a gift of your personal residence or farm, reserving the right to continue to live in the house or farm the property for your life and, if applicable, the life of your surviving spouse. Through such an arrangement, you will be entitled to a current income tax deduction for a portion of the fair market value of the property.

Gifts of Collectibles

Appreciated property

If you have owned collectibles, such as art, antiques, coin or stamp collections, classic cars, sports memorabilia, etc. for many years, a charitable gift of that appreciated property can be especially tax-advantageous.

Generally, property is capital gain property if its sale at fair market value on the date of donation would have resulted in long-term capital gain. Capital gain property includes capital assets held more than one year. The general rule is that you can usually deduct the full fair market value as of the date of the charitable donation.

Last Will and Testament

Spare your estate inheritance taxes while helping SAR.

Even if your estate will not be subject to Federal Estate Tax, it may be subject to your state’s inheritance tax. By leaving a bequest in your will to the Center for Advancing America’s Heritage through the SAR Foundation Inc. you may receive a deduction from the applicable inheritance tax plus your estate will be allowed the same deduction from your final income tax return for the year of your death. What better way to show that you are a loyal SAR member? You don’t have to incur the expense of completely redrafting your will. Your bequest could be handled in a simple Codicil to your will. Many SAR lawyers in your state can help draft a Codicil for you free of charge or for a nominal fee.

Happy Anniversary!

The SAR commemorates the 225th Anniversary, of our First President. 

Washington Pin The first inauguration of George Washington as the first president of the United States took place on April 30, 1789.

The inauguration marked the commencement of the first four-year term of George Washington as president. Sworn in by Chancellor of New York Robert Livingston during this first presidential inauguration, Washington became the first president of the United States following the ratification of the Constitution.

The first presidential term started on March 4, 1789. Following the ratification of the Constitution by the required nine states, that date had been set by the Congress of the Confederation for the beginning of the operations of the new government under the Constitution of the United States. On that date, the House of Representatives and the Senate assembled, but both convened without a quorum. The House of Representatives first achieved a quorum on April 1, when it elected its officers. The Senate first achieved a quorum and elected its officers on April 6. Also on April 6 the House and Senate met in joint session, and the electoral votes were counted. Washington and Adams were respectively declared elected president and vice president, and the results of the count were subsequently published in the journals of Congress.

On April 30, 1789, the inaugural ceremony took place on the balcony of Federal Hall in New York City, then the first US Capitol and the first site where the 1st United States Congress met.

Since nearly first light a crowd of people had begun to gather around Washington's home, and at noon they made their way to Federal Hall by way of Queen Street and Great Dock (both now Pearl Street) and Broad Street. Washington dressed in an American-made dark brown suit with white silk stockings and silver shoe buckles; he also wore a steel-hilted sword.

Upon his arrival at Federal Hall, Washington was formally introduced to the House and Senate in the then Senate chamber, after which already sworn-in Vice President John Adams announced it time for the inauguration. Washington moved to the second-floor balcony where he took the presidential oath of office, administered by Chancellor of New York Robert Livingston in view of throngs of people gathered on the streets. The Bible used in the ceremony was from St. John's Masonic Lodge No.1, and due to haste, it was opened at random to Genesis 49:13. Livingston shouted "Long live George Washington, President of the United States!" to the crowd, which was replied to with cheers and a 13 gun salute. The first inaugural address was subsequently delivered by Washington in the Senate chamber running 1419 words in length.

At this time there were no inaugural balls for the day of the ceremony, though a week later on May 7 a ball was held in New York to honor the first president.

What can you do?

Book donations, family histories, planned giving, monetary donations, website sponsorships, you name it!

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Membership

The SAR is a "lineage" society. This means that each member has traced their family tree back to a point of having an ancestor who supported the cause of American Independence during the years 1774-1783.