Making a gift of stocks, bonds or mutual funds to Hillel is easy and has special tax benefits.
When contributing appreciated securities held for more than one year:
- Hillel receives a gift equal to the market value of the securities.
- You can take a charitable tax deduction equal to the market value of the securities.
- You avoid paying any capital gains tax.
- You remove the value of the securities from your taxable estate.
Making a gift of stock, bonds or mutual funds to Hillel is very simple, involving an electronic or paper transfer from your stockbroker or Mutual Fund Company to our account.
| Account Name: | Foundation for Jewish Campus Life |
| Account #: | 855-04B27 |
| DTC #: | 5198 |
| Company: | Merrill Lynch |
| Phone #: | 1-800-937-0482 or (914) 682-5500 |
| Hillel’s Tax ID #: | 52-1844823 |
If you have any questions, please contact Susanna Fried at (202) 449-6573, or by email at sfried@hillel.org.
IMPORTANT:
Please notify Susanna Fried once the stock transfer has been completed, so that we can ensure your gift is properly acknowledged and credited. Thank you.