Gifts of Stock & Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Temple Hillel.
Benefits of gifts of stocks and bonds:
Avoid paying capital gains tax on the sale of appreciated stock
Receive a charitable income tax deduction
Further our mission today
To make a gift of stocks and bonds:
Please contact Lissa Scalera, Temple Hillel Development Director, to let us know you plan to transfer stock or bonds from your brokerage or investment account to Temple Hillel. We will then send you instructions. Lissa can be reached at lscalera@hillelattemple.org
More on gifts of stocks and bonds
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.