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Gifts of Stock or Appreciated Securities

Take advantage of appreciated securities while avoiding capital gains tax by making a donation of your assets. To begin, complete our Stock Transfer Intention form here to inform us of your gift intention (once we receive the form, an AFHU representative will contact you). Next, please contact your broker to initiate the actual transfer.

How It Works

  • Use our Stock Transfer Intention Form to inform us about your intention to make this gift.
  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to us. (Please make sure you contact your broker to initiate the transfer.)
  • We sell your securities and use the proceeds for our programs.

Benefits

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
  • You pay no capital gains tax on the transfer when the stock is sold.
  • Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.

Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.

American Friends of the Hebrew University
plannedgiving@afhu.org
212.607.8524