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Donating Appreciated Stock

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If you haven't yet paid your 2013 pledge or if you're getting ready to pay your 2014 pledge, consider using appreciated stock to fund your gift.

There may be some real tax advantages to making a gift of appreciated stock.

Your financial advisor can help you understand if donating appreciated stock is right for you. You may not have to pay any capital gains tax on the sale of the stock certificate and you may be eligible to take a tax deduction based on the value of the stock.

To donate stock, you can transfer the securities from your brokerage account to the Federation's brokerage account or send the stock certificates directly to Federation.


For information about using appreciated stock to fund your Federation gift contact Lou Solomon at 561-242-6642.


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The Jewish Federation of
Palm Beach County

4601 Community Drive
West Palm Beach, FL 33417-2760
561-478-0700
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