Gifting Appreciated Stock
Why donate appreciated securities to Judea Reform Congregation?
- You receive a tax deduction for the full current market value of the donated stock.
- You do not incur capital gains tax.
- You are doing a mitzvah by giving to Judea Reform Congregation.
- When you make a cash gift, the gift is a tax deduction on your federal and state tax return assuming you itemize your deductions. An even greater tax savings can be realized if you donate appreciated securities. (The stock must have been held for more than one year and one day.)
Transferring stock to Judea Reform:
Judea Reform's account information at Charles Schwab for transferring stock is:
Judea Reform Congregation
Account number: 4867-1761
DTC number: 0164
Tax ID #: 56-1337018
Once you have transferred the shares into Judea Reform's account, please email Executive Director Emily Young or call (919-489-7062 x224) or with the following information:
- What stock(s) you are transferring
- The number of shares you are transferring
Questions? Contact Executive Director Emily Young at 919-489-7062 ext 224.
Please consult your tax advisor regarding your specific legal and tax situation.
Thu, April 24 2025 26 Nisan 5785
