Ways to Give
Ways to Support the Shakespeare Oxford Fellowship
The Shakespeare Oxford Fellowship (SOF) is a 501(c)(3) tax-exempt organization. Gifts to the SOF may qualify for income and estate tax deductions as allowed by law. Donations can be made as current gifts or planned gifts.
If you have questions or wish to discuss any of these options, please email us.
Make a Current Gift
Cash: The easiest way to give. Mail a check to Shakespeare Oxford Fellowship, P.O. Box 66083, Auburndale, MA 02466, or donate online by credit card. For wire transfers, please contact us first.
Securities: Donating appreciated stocks, bonds, or mutual funds held for over 12 months can reduce capital gains taxes and provide a charitable deduction for the full market value. To receive these benefits, the securities must be donated—not sold.
Real Estate: SOF may accept gifts of real estate on a case-by-case basis. If you’ve owned the property for more than a year, you may qualify for a deduction based on fair market value. Contact us to discuss this option privately. Contact us to discuss this option privately.
Other Assets: Interests in limited partnerships, closely held stock, and similar assets may also be donated. These gifts can be complex, so we’ll gladly review the details with you.
Make a Planned Gift
Bequests: Include the SOF in your will or trust by specifying a dollar amount, asset, or percentage of your estate. Suggested language:
I hereby give, devise and bequeath $_____ (or ______% of my estate) to the Shakespeare Oxford Fellowship, a 501(c)(3) nonprofit corporation incorporated under the laws of the State of New York.
You may also add a handwritten, witnessed codicil, depending on your state’s laws.
A Payable on Death (POD) Account at your Bank: Name SOF as the beneficiary of a new or existing bank account. You retain control during your lifetime, and funds transfer automatically after your death—no probate required.
Use the following details:
Name: Shakespeare Oxford Fellowship,
Address: P.O. Box 66083, Auburndale, MA 02466,
Tax Identification number: 13-6105314.
Retirement Plans (IRAs, 401(k), 403(b)): Name SOF as the beneficiary of your retirement assets. These gifts avoid both income and estate taxes.
Life Insurance: You may donate a paid-up life insurance policy by naming SOF as owner and beneficiary, or list us as a partial or contingent beneficiary.
Charitable Gift Annuities: Provide financial support to SOF while receiving lifetime income and an immediate tax deduction. Professional guidance is recommended.
Charitable Trusts: Through a charitable remainder or lead trust, donors can support SOF while receiving income or providing for family. Contact your advisor for assistance.
SOF Legacy Society: Established in 2016, the SOF Legacy Society honors supporters who include SOF in their estate plans. If you’ve done so, please let us know at info@shakespeareoxfordfellowship.org. Your contribution helps advance our mission to establish the 17th Earl of Oxford as the true author of the Shakespearean canon.
