1. 1.5% Tax Dedication Program for Pensioners

How It Works:

  • Taxpayers (family, friends, or acquaintances) can allocate 1.5% of their income tax (PIT) to a specific pensioner by entering:

    • Foundation’s KRS number: 0000896817

    • Pensioner’s sub-account number and name in the tax return.

  • The funds are collected annually (October–November) and credited to the pensioner’s free sub-account.

Distribution of Funds:

  • 81% goes directly to the pensioner for personal use.

  • 19% is retained by the foundation for operational and developmental costs.

How Pensioners Benefit:

  • Funds can be withdrawn for essential needs:

    • Medical expenses, medications, and travel.

    • Food, clothing, and hygiene products.

    • Rent and utility bills.

  • No fees—sub-accounts are free to maintain.

2. Direct Donations & Financial Support

Ways to Help:

  1. One-Time or Recurring Donations

    • Support pensioners via bank transfer to:
      Bank Pekao SA: 16 1240 1792 1111 0011 0602 8871

  2. Corporate & Institutional Partnerships

    • Businesses can sponsor pensioners through structured programs.

Tax Benefits for Donors:

  • Donations may qualify for tax deductions (under Polish law).

3. Sub-Account Management for Pensioners

Features:

Real-time balance tracking – Pensioners can log in to check funds.
Annual summaries – View income and spending history.
Easy withdrawals – Request refunds for eligible expenses.

No Hidden Costs:

  • Zero fees for account maintenance.

  • No mandatory spending limits—use funds as needed.

4. Legal & Tax Assistance for Beneficiaries

Guidance on Tax Obligations:

  • Donation Agreements – Pensioners settle taxes only if they exceed the tax-free donation limit (3rd group).

  • Other Income Agreements – If funds are classified as "other income," pensioners must declare them in their annual PIT.

Foundation’s Role:

  • Provides documentation for tax filings.

  • Assists in clarifying tax rules for beneficiaries.

5. Awareness & Advocacy for Pensioners' Rights

Our Mission:

  • Educate taxpayers on how 1.5% PIT can help pensioners.

  • Advocate for better financial policies for retirees.

  • Organize community support programs.

Volunteer & Collaboration Opportunities:

  • Join us in fundraising campaigns.

  • Help spread awareness about pensioner support.

6. Transparency & Governance

Key Facts:

  • Founded in 2021 by Janusz Kaszycki.

  • No salaries for board members—all work voluntarily.

  • Strict financial oversight—funds are allocated as promised.

Annual Reports:

  • Published financial statements to ensure accountability.

Why Support Us?

By contributing to Złoty Emeryt Foundation, you directly help pensioners cover essential living costs in a structured, fair, and transparent way.

What We Do