How You Can Help
Support ISC
Around the world, passionate, committed people are doing everything they can to transform their communities—often against great odds. ISC’s mission is to help them realize what’s possible.
Never doubt for a second that your gift will have a tremendous impact.
Become a Donor
Support ISC with a tax-deductible contribution.
Become a Sustaining Partner
Make a monthly gift to ISC, for however long you'd like. Each January, ISC will send a tax receipt confirming your total contributions made during the previous calendar year.
Matching Gifts
Many companies match gifts made by employees to non-profit organizations. Increase the impact of your gift by asking your employer to match your contributions to ISC. ISC's Tax ID# is 22-3098727.
Gifts of Stock, Bonds and Mutual Funds
When you donate securities held longer than one year, you avoid paying capital gains taxes and receive a charitable deduction for the full market value of the stock. Additionally, gifts of appreciated assets are deductible up to 30% of your adjusted gross income, and any excess may be carried over for use in future tax years.
The following information will enable your broker to facilitate an electronic transfer of stock:
ISC's Account
Raymond James and Associates
DTC Number: 0725
Ref: Institute for Sustainable Communities
Account Number: 43143909
Tax ID: 22-3098727
ISC's Representative
Raymond James and Associates
346 Shelburne Road, PO Box 1064
Burlington, VT 05402
(802) 865-8055, ext. 2316
Attn: Brigette White
Email: brigette.white@raymondjames.com
To ensure proper credit, please notify us when you make a gift:
Shawn Keeley
Manager of Private Philanthropy
Phone: (802) 229-2913
Fax: (802) 229-2919
skeeley@iscvt.org
Your Legacy: Making a Planned Gift to ISC
To leave a gift to ISC in your will or trust, please use the following language:
For a specific bequest:
I give and bequeath unto the Institute for Sustainable Communities, tax ID# 22-3098727, the sum of $_____ to be used for general charitable purposes.
For a residuary bequest:
I give and bequeath ___% of my residuary estate to the Institute for Sustainable Communities, tax ID# 22-3098727, to be used for its general charitable purposes.
For a designated or endowed bequest:
I give and bequeath unto the Institute for Sustainable Communities, tax ID# 22-3098727, (the sum of $___)/(___% of my residuary estate) to be used by it for [state designation or purpose]. In the event the purpose for which this bequest has been designated or restricted can no longer be accomplished, I direct that it be used by the Institute for Sustainable Communities for such similar charitable purposes as it shall determine.
Charitable IRA Rollovers
Are you 70.5 years or older? Don’t forget about the tax benefits of the charitable IRA rollover provision.
On August 17, 2006, President Bush signed the Pension Protection Act of 2006 into law. The Act is primarily focused on retirement plans, but it also includes several provisions related to charitable giving.
The new law permits individuals aged 70 1/2 and older to make direct transfers of IRA assets to qualified public charities without the transfer being treated as an income distribution. This provision originally expired at the end of 2007 but was renewed through the end of 2009 as part of the Emergency Economic Stabilization Act of 2008 and is relatively narrow in scope:
- Donors must be already required to take annual IRA distributions (those over age 70 1/2).
- Annual distributions eligible for charitable IRA rollover may not exceed $100,000.
- While most public charities are eligible to receive distributions from an IRA, this new rule does not apply to donor-advised funds, supporting organizations or private foundations.
Complete information on the Pension Protection Act of 2006 is available on pages 263-351 of this document in PDF format.

