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.