Gift of Securities

Appreciated securities can make an excellent gift.  A gift of appreciated securities (stocks, bonds, mutual funds, ETFs, etc.) held for more the one year generally provides significant benefits to you as a contributors, such as:

  • Entitling you to a charitable income tax deduction for the fair market value of the gifted securities as of the date of gift.
  • Eliminating capital gains tax that would ordinarily become due if you had sold the appreciated securities on the open market and donated the proceeds from the sale to charity.
  • Providing a way to help you to achieve your long-term financial objective of reducing your income and estate taxes.

If you have any questions regarding making donations, please contact the temple president.