Gifts of Appreciated Securities

Gift of Appreciated Securities Diagram

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.

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Jewish Foundation of Greater New Haven
360 Amity Road
Woodbridge, CT 06525
203-387-2424, ext. 382
203-387-1818 (fax)
lstanger@jewishnewhaven.org