Donating Appreciated Stocks or Other Securities
Questions?:
Contact
AR@jewishinseattle.org
.
The Jewish Federation of Greater Seattle offers the ability to pay your pledge or make a donation with appreciated stock or securities and receive potential tax benefits by doing so.
If you have securities that have appreciated, you may gain tax savings from giving those securities when compared to giving an equivalent amount of cash. A gift of stock might let you bypass the capital gains tax that could be due if you sold the asset.
Please note that information contained on this page is not intended to represent legal or tax advice or to substitute for such advice. We recommend that you consult with your tax adviser.
Please submit the following form to receive stock transfer instructions:
First Name
Last Name
Email
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Personal
Work
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What is the name of the security?
How many shares? (if known)