DTC & Wire Transfer

A gift of appreciated securities held for more than one year may provide significant benefits to you as a contributor, such as:

• Entitling you to a charitable income tax deduction for the fair market value of the gifted securities as of the date of gift.
• Eliminating capital gains tax that would ordinarily become due if you had sold the appreciated securities on the open market and donated the proceeds from the sale to charity.
• Claiming your charitable deduction against up to 30% of your adjusted gross income. Any unused deductions can be carried forward over the next five years.
• Providing a way to help you to achieve your long-term financial objective of reducing your income and estate taxes.

You should always consult with your financial advisor before initiating a charitable gift arrangement.

Gifts of appreciated securities could provide even greater benefits to you through Planned Giving.

Be sure to notify us of your decision. To initiate a stock gift or wire transfer, please contact Kimberly Colchamiro at kcolchamiro@jfsmetrowest.org.