Ways to Give

Build your legacy with a planned gift that supports PathForward’s mission now and for years to come. When you include PathForward in your estate plans, you become a member of the Legacy Circle, honoring donors who help ensure stability, dignity, and housing solutions remain within reach for generations of Arlington neighbors to come.

Ways to make a legacy gift:

• Bequests (gifts through your will or trust)
• Retirement account and IRA beneficiary designations
• Charitable trusts and annuities

Learn more about Legacy Giving →

A DAF is like a charitable savings account that empowers you to make a profound difference while offering flexibility and potential tax benefits. It’s easy to set up a DAF through your financial institution or fund manager, and you can recommend a grant online or have a check sent directly.

How to set up a donor-advised fund:

• Set up a DAF through your financial institution or fund manager
• Recommend a grant to PathForward online, or have a check sent directly

When granting through your DAF, please include:

• Federal EIN: 54-1615993
• Mailing Address: PathForward, P.O. Box 100731, Arlington, VA 22210

Already have a DAF? For more information, contact PathForward Vice President of Philanthropy Liz Nohra at lnohra@pfva.org.

A gift of appreciated stock or mutual fund shares is one of the most tax-smart ways to give, and it’s simpler than most people expect.

How to donate stock:

• Instruct your broker to deliver the shares to:
  • The National Capital Financial Group
  • Pershing LLC (DTC # 0443)
  • Account Name: PathForward Inc NPO
  • Account Number: 5AD-880566
• Notify PathForward of your transfer, this step is vital. Contact Liz Nohra at 703-200-3425 or lnohra@pfva.org with your name and phone number, your brokerage house, the transfer date, the stock name and number of shares, and the approximate dollar value

How to donate mutual funds:

• Contact Lois Mastel at the National Capital Financial Group, 202-546-9310, for instructions, since every mutual fund transfer differs depending on where the funds are held. Note that a mutual fund transfer can take 2 to 3 weeks to complete
• Notify PathForward of your transfer, this step is vital. Contact Liz Nohra at 703-200-3425 or lnohra@pfva.org with the same details listed above

Your gift is valued at the average of the high and low price on the date the shares transfer out of your account, per IRS guidance. We recommend consulting your own tax advisor regarding the deduction available to you.

Questions about either type of donation? Contact Liz Nohra at 703-200-3425 or lnohra@pfva.org.

If you’re 70½ or older, a QCD lets you give directly to PathForward from your IRA, tax-free. Your gift transfers straight from your IRA to us, so it won’t count as taxable income, even if you don’t itemize. It also counts toward your required minimum distribution (RMD) for the year, making it one of the most tax-smart ways to give.

How to make a QCD to PathForward:

• Contact your IRA custodian and request a direct distribution to PathForward
• Ask them to make the check payable to PathForward (Tax ID: 54-1615993)
• Instruct them to mail the check directly to PathForward, not to you
• Gifts must be received by December 31 to count for that tax year

Donating business interests or other non-cash property can offer significant tax benefits while making a lasting impact on our neighbors. These gifts allow you to support PathForward’s mission while potentially avoiding capital gains tax on the appreciated value.

How to give an appreciated asset:

• Contact our development team to discuss the asset you’d like to donate
• Provide documentation of the asset’s value
• Work with your tax advisor to understand the deduction available to you

Donating a home, land, or investment property can offer significant tax benefits while making a lasting impact on our neighbors.

How to give real estate:

• Contact our development team to discuss the property you’d like to donate
• PathForward will work with you to assess the gift and any next steps
• Work with your tax advisor to understand the deduction available to you

Many companies match employee donations, sometimes doubling or tripling your impact at no extra cost to you.

How to check and submit a matching gift:

• Search to see if your employer offers a matching gift program
• Follow your company’s instructions to submit a matching gift request
• Share your donation receipt with your HR or Corporate Social Responsibility (CSR) team

Corporate sponsorships help fund PathForward’s events and programs year-round, connecting your business to our mission.

How to become a sponsor:

• Review our sponsorship opportunities
• Contact our development team to select a sponsorship level
• Work with us to activate your sponsorship benefits at our events

Explore sponsorship opportunities →