Support the Hertz Foundation
Ways to Give
Every donation to the Hertz Foundation, regardless of size, directly fuels our innovative community of Hertz Fellows, accelerating solutions to our most pressing challenges. We offer a range of giving opportunities to make it easy and convenient for you to make your donation. If you have questions or want to discuss special circumstances surrounding your gift, please don’t hesitate to contact us.
Donating to the Hertz Foundation through a Donor-Advised Fund (DAF) offers excellent financial flexibility and tax advantages. You can contribute a variety of assets, including appreciated stocks and mutual funds, to your DAF and receive an immediate tax deduction in the year of your contribution, even if you recommend grants to the Hertz Foundation later. This allows you to simplify your charitable giving by consolidating your donations and supporting the Hertz Foundation’s mission over time.
Donating appreciated stocks or mutual funds to the Hertz Foundation offers a compelling way to support cutting-edge scientific research while maximizing your own financial benefits. You can avoid paying capital gains taxes on the appreciated value of the securities, which can be substantial if you’ve held them for a long time. Simultaneously, you’ll receive a charitable income tax deduction for the full fair market value of the gift, potentially lowering your taxable income. This strategic approach allows you to make a more impactful contribution to the foundation’s mission.
Gifts of stock can be made using electronic transfer through your broker (the most secure and quickest delivery method), or through physical mail. Prior to transferring shares, please contact the Hertz Foundation’s development office by calling 925.373.1642 (ext. 3) to provide your name, company’s name, stock ticker symbol, and the number of shares being donated. This helps ensure the correct crediting of the gift to you when the shares are received.
Electronic Transfer
Brokerage: Goldman Sachs
DTC Number: 0005
Account Name: Fannie and John Hertz Foundation (Donor)
Account Number: 055-93125-7
Tax ID Number: 36-2411723
Mail Transfer
When mailing stock certificates directly to the foundation, you must use separate envelopes to send the signed stock certificate(s) and the signed stock power form. This is an important safety precaution in case someone intercepts one of the envelopes en route to the foundation.
Send mail to:
Fannie and John Hertz Foundation
6701 Koll Center Parkway, Suite 250
Pleasanton, CA 94566
Gifts of mutual funds can be initiated by contacting Thomas Roisum, Controller, by phone at (925) 390-3834 or by email at troisum@hertzfoundation.org.
Monthly giving to the Hertz Foundation provides a consistent and reliable stream of support for the nation’s most exceptional innovators in science and technology. Even small monthly contributions add up over time, allowing the Hertz Foundation to plan confidently for funding its fellowships, mentorship programs, and community initiatives throughout the year. This convenient and flexible giving method not only eases your personal budgeting but also ensures a continuous impact on our mission. By becoming a monthly donor, you play a vital role in consistently empowering breakthrough research and innovation that benefits society. Set up a monthly gift today.
A gift to the Hertz Foundation is a truly thoughtful way to honor or memorialize a special person while simultaneously helping us invest in our nation’s most promising innovators. Your contribution can eloquently recognize an individual’s achievements, reinforce their passion for scientific advancement, or commemorate any aspect that beautifully honors their life. It’s a meaningful way to celebrate a loved one’s legacy by supporting the very best in scientific leadership and innovation.
The Order of Magnitude is our legacy giving society for individuals whose planned gifts significantly advance the Hertz Foundation’s mission for decades to come. Members can support the foundation in creative ways that may not require an immediate financial outlay. Planned gifts, such as bequests, charitable remainder trust, life insurance, or retirement plan offer attractive tax advantages and flexibility. This allows donors to leave a lasting legacy and ensure their generosity fuels future generations of fellows.
Benefits of Joining the Order of Magnitude
- Leave a legacy. Legacy gifts allow you to have a lasting impact on a cause you care about, even if you aren’t able to make a large gift during your lifetime.
- Tax benefits. Planned gifts can provide tax benefits, such as avoiding capital gains taxes and estate tax exemptions.
- Build Financial flexibility. Planned giving allows you to continue to use your assets until you no longer need them. of career interests among graduating and early career Hertz Fellows
- Stable revenue source. Legacy gifts can be a reliable source of income for nonprofits, allowing them to budget ahead and build a buffer against economic turbulence.
Ways to Make a Legacy Gift
- Bequests Through Your Will or Trusts
You can designate an asset, amount, or percentage of your estate to the Hertz Foundation. Simply include the following language in your will or trust: “I bequeath to the Hertz Foundation (Tax Identification 36-2411723) the sum of $X or X% of my estate.” - Gifts of Retirement Assets
Consider naming the Hertz Foundation as a beneficiary of your retirement account(s). This is an easy and tax-wise way to include us in your estate plans. By doing so, the Foundation, as a 501c3 organization, will not pay taxes on the distribution, which reduces income taxes on your estate. Contact your retirement account manager or complete an online form to update your beneficiaries. - Donor-Advised Fun
If you have a donor-advised fund (DAF), you may: Allocate all or part of the DAF’s assets to the Hertz Foundation upon your passing. Continue making annual contributions through your DAF after your lifetime. - Gifts of Life Insurance
You can designate the Hertz Foundation as the beneficiary of an existing or new life insurance policy, allowing you to make a substantial contribution without requiring a large cash outlay. - Charitable Gift Annuities
Convert underperforming assets into a charitable gift annuity. This option allows you, or a designated annuitant, to receive income during your lifetime, with the remainder going to the Hertz Foundation after your passing. - Charitable Lead Trusts
Establish a charitable lead trust that provides income to the Hertz Foundation for a set period. Afterward, the remaining assets will be distributed to family members or other heirs according to your wishes.
To discuss your legacy gift, please contact Katie Myers, Senior Director of Development, by phone at (925) 400-8656 or by email at kmyers@hertzfoundation.org.
Many companies offer employee matching gift programs, effectively doubling or even tripling your donation to the Hertz Foundation at no extra cost to you. This is an incredibly powerful way to amplify your support, allowing your generosity to go further in funding critical scientific research and fostering future leaders. Simply by checking with your employer’s Human Resources department, you can unlock additional funds that directly contribute to the Hertz Foundation’s mission.
As a tax-exempt 501(c)(3) not-for-profit organization, the Hertz Foundation is eligible to receive matching gifts from your employer if it participates in a matching gifts program and our mission fits within their guidelines of support. Simply by checking with your employer’s Human Resources department, you can unlock additional funds that directly contribute to the Hertz Foundation’s mission.
If eligible for employer matching, just remember to submit a match through your employer when you make your annual gift to fully leverage the impact of your generosity.
The Hertz Foundation can tailor a corporate partnership that aligns perfectly with your organization’s philanthropic or business goals, whether you represent a small business, a large corporation or a private foundation. We’re committed to providing a transparent and engaging experience; we’ll ensure you’re regularly updated on the remarkable progress of the Hertz Fellows you support. You’ll also receive exclusive invitations to connect with our vibrant community at various events, offering unique opportunities to see the impact of your investment firsthand. Learn more about partnering with us.
We accept wire transfers as philanthropic contributions. Please use the following instructions if you are making an electronic gift through your bank. Prior to transferring funds, please contact the Hertz Foundation’s development office by calling 925.373.1642 (ext. 3) to provide your name and the amount being donated to ensure the correct crediting of your gift when the funds are received.
Wiring Instructions
United Business Bank
500 Ygnacio Valley Road, Suite 200
Walnut Creek, CA 94596
Routing #: 1211-4378-1
Beneficiary: Fannie and John Hertz Foundation
Account #: 211000116
Donate by phone or mail
The Fannie and John Hertz Foundation is a 501(c)(3) nonprofit organization funded by donations from individuals, corporations, foundations, and grants to support and grow our community of scientists and innovators. Our taxpayer ID is 36-2411723.
Financial contributions are tax deductible to the extent permitted by law. We recommend consulting your tax advisor and broker regarding the deductibility and timing of your gift.
Phone
Call us directly at 925.373.1642 (extension 3)
Send mail to:
Fannie and John Hertz Foundation
6701 Koll Center Parkway, Suite 250
Pleasanton, CA 94566
Honor a legacy, shape the future.
Endowed or named fellowships leave a lasting mark. Celebrate a person, family, or cause—and follow the journey of the Fellow your gift supports.
Learn how you can fund a fellowship
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