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.
If you have any questions or would like more information on making a transfer, please contact Jessie Heines at (202) 449-6554, or by email at jheines@hillel.org.
IMPORTANT:
Please notify Jessie Heines once the stock transfer has been completed, so that we can ensure your gift is properly acknowledged and credited. Thank you.