Appreciated Securities
Double Your Benefits
How it works
 |
You authorize your stockbroker to transfer securities to JFS' company. (see attached form)
|
 |
Our stockbroker sells your securities and uses the proceeds for its programs.
|
Benefits
- You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
- You pay no capital gains tax on the securities you donate.
- You can direct your gift to a specific service category.
- You can have the satisfaction of making a significant gift now or funding a life-income gift that benefits JFS later.
For more information
Email us, complete the personal illustration form, or call us at 323-761-8800 x1206 so that we can assist you through every step of the process.
|
