Why Donate Stock?
You can maximize your philanthropic impact and potential tax liability and make a difference!
- You can get a charitable contribution deduction for the value of the shares at the time of the contribution.
- Avoid paying capital gain tax on the sale of the shares.
- If the shares represent a withdrawal from a pension plan, you will avoid any tax on the withdrawal from the pension plan, such as a possible penalty upon a premature distribution.
To help facilitate your transfer of stock, ask your broker to use following information. You’ll need our organization’s:
- Full name – Yad Ezra V’Shulamit
- EIN # 46-0477228
- Name of our brokerage firm (the receiving institution) – Fidelity Investments
- Account #: Z40-343999
- DTC #: 0226
For other long term estate giving & planning, please email feedisrael@yadezra.net