Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram

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


  • 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.

More Information

Contact Us

William Samers, Vice President

Stanley Baumblatt, Director

Shira Hudson, Associate Director


UJA-Federation of New York
130 East 59th Street
New York, NY 10022

Phone: 1.800.997.5266
Fax: (212) 836-1172


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