Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. The Jewish Community Foundation may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support the Jewish Community Foundation as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Contact Us

Planned Giving and Endowments
Foundation@jewishphilly.org
215.832.0500
Federal Tax ID #23-1500085

 

Jewish Community Foundation of Greater Philadelphia
Two Commerce Square
2001 Market Street, Suite 2300
Philadelphia, PA 19103

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