Gifts of Appreciated Securities

How It Works

1. Donor can send unendorsed stock certificates by registered mail or instruct broker to make the transfer from account to UJA-Federation's account
2. Donor receives an income-tax deduction
3. UJA-Federation may keep or sell the securities

Benefits

• Donor may receive a federal income-tax deduction for the full fair-market value of the securities
• Donor avoids long-term capital-gain tax on any appreciation in the value of the stock
• Donor's gift will support UJA-Federation

Special note: Donor should call or e-mail us to tell us of intent, and we will be able to assist with the details of the transfer.

Read a detailed description of this gift

More Information