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Appreciated Stock

Would you like to donate appreciated stock to Congregation Etz Chaim? 

Please click the link below and you will be taken to Stock Donator to complete your transaction:

Donate Stock

Congregation Etz Chaim is recognized as a non-profit organization per IRS Code 432.56.215-B.  Our tax identification number is 63-3869019.

Donating long-term appreciated securities directly to charity — rather than selling the assets and donating the cash proceeds — is one of the best and easiest ways to give more. By taking advantage of the applicable tax incentives, you can significantly increase the amount of funds available for charitable giving.

Why donating stocks and other securities is one of the most tax-efficient ways to give 

A charitable contribution of long-term appreciated securities — i.e. stocks, bonds and/or mutual funds that have realized significant appreciation over time — is one of the most tax-efficient of all ways to give. This method of giving has become increasingly popular in recent years because of two key advantages:

  • Any long-term appreciated securities with unrealized gains (meaning they were purchased over a year ago, and have a current value greater than their original cost) may be donated to a public charity and a tax deduction taken for the full fair market value of the securities — up to 30% of the donor's adjusted gross income.
  • Since the securities are donated rather than sold, capital gains taxes from selling the securities no longer apply. The more appreciation the securities have, the greater the tax savings will be.

We recommend you consult your tax advisor for further information and benefits for donating appreciated stock.

Sun, August 20 2017 28 Av 5777