Make a Gift of Securities

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 Erin Hamilton at (202) 449-6536, or by email at ehamilton@hillel.org.

IMPORTANT:

Please notify Erin Hamilton once the stock transfer has been completed, so that we can ensure your gift is properly acknowledged and credited. Thank you.