Gifts of Appreciated Securities

How It Works

• You transfer appreciated stocks, bonds or mutual fund shares you have owned for one year or more to the Jewish Foundation of GNH.
• The Jewish Foundation of GNH sells your securities and uses the proceeds as you have designated.

Benefits

• You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
• You pay no capital gains tax on the transfer.

Next

• More detail on gifts of appreciated securities.
• Frequently asked questions on gifts of appreciated securities.
• Contact us so we can assist you through every step.

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