Do you own assets such as stocks, bonds, and mutual funds that have increased in value since they were purchased?
When you make a gift of appreciated securities, you enjoy a triple benefit. You receive a tax charitable deduction for their full fair market value, you pay no capital gains tax* and you enjoy the satisfaction of investing in the shul's crucial mission.
Please use the following information to transfer a gift of stock to the shul. Please contact us or have your broker inform us by mail, phone (410-653-7485) or email (firstname.lastname@example.org) of your stock gift to ensure that gifts are attributed to the correct account.
Account Information: Anshe Emunah Moses Montefiore
Firm Name: Morgan Stanley
Account #: 686-096964
DTC #: 0015
Contact: Scott J. Hesekiel, CFP - Morgan Stanley
The date that your shares are received in the shul's account will be the date of your gift.
If you have any questions about giving gifts of appreciated securities, please contact the shul office at 410-653-7485.
*IRS regulations state that you must have held a security for more than one year in order to take a tax deduction for the full market value.