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Gifts of Stocks & Securities

Appreciated securities or mutual fund shares that you’ve owned for more than one year are excellent charitable gifts. You’ll receive a charitable income tax deduction and avoid capital gains taxes.

 

Benefits fo Donating Stocks and Securities

  • A federal income charitable contribution tax deduction based on the stock’s fair market value on the date of the gift (up to 30% of your adjusted gross income) if the stock was owned for more than one year;

  • Carryover of the deduction for up to five additional years if the fair market value of the gift is more than 30% of your adjusted gross income; and

  • Avoidance of capital gains tax that is due when you sell appreciated stock.

 

Note: Stock owned for one year or less is considered a short-term asset and usually won’t produce attractive tax benefits.

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Also, if stock has decreased in value, selling it and making a cash gift to the Jewish-Outreach is probably more beneficial. You can take a capital loss on federal taxes and still enjoy a charitable deduction up to 50% of your adjusted gross income.

 
How to Donate Stock

Each stock gift we handle strengthens our programmatic work while providing tax benefits for supporters. Click here to request your stock distribution form to send to your broker or follow these step-by-step instructions to help you take advantage of this gift-planning opportunity:

 
Stock Held by a Broker

1. Give your broker the following information to transfer a gift of stock to the Jewish-Outreach:

  • Jewish-Outreach's brokerage account is with Wells Fargo

  • Jewish-Outreach's account number is BLANK and the DTC number is BLANK.

2. Either you or your broker must contact us or call us at 323-775-2480 with the name of the stock and the number of shares being transferred. This ensures the gift is properly credited and acknowledged.

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Stock Held by You

1. Contact us to inform Jewish-Outreach you are making a gift of stock.

2. Using registered mail, send the unendorsed securities to:

          Jewish-Outreach

          6505 Wilshire Blvd. Ste. 630

          Los Angeles, CA 90048

3. In a separate envelope to the same address, send:

  • A letter stating you wish to contribute the securities to the Jewish-Outreah, including the name and number of shares of each stock; and

  • a signed, but otherwise blank, stock power form. (Contact us if you need a blank form.)

 
How to Donate Other Securities

To donate mutual fund shares or other securities, please contact us for details.

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If you have any questions or need additional information, please contact us.

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We recommend that you consult with your attorney or tax advisor for the various tax benefits and restrictions that may apply to your specific situation. 

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