Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram. Description of image is listed below.

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 Federation 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 Federation 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.

 

Contact Us

Keith Goldmann
Chief Philanthropy Officer
954.660.2085
KGoldmann@JewishBroward.org

The Jewish Federation of Broward County
5890 South Pine Island Road
Davie, FL 33328

Federal Tax ID Number: 59-0967823

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