Make a Gift

of Stock

Gifts to Temple Emanuel in the form of stocks, bonds, or mutual funds that have appreciated in value may be especially attractive to you under the current tax laws.

Why? When you transfer ownership of securities to Temple Emanuel, you receive a charitable income tax deduction for their full market value, up to 30 percent of your adjusted gross income, and you incur no capital gains tax (subject to IRS deduction limits).

Donor information in electronic transfers is not always complete, so please alert us in advance about the type of securities and number of shares you plan to give. You can do so by emailing julie@tebh.org or by calling Cynthia Gearhardt at (310) 409-9326.

According to IRS regulations, the date of your gift corresponds to the date it arrives in our possession (i.e., for DTC transfers, the date the stock is transferred into our brokerage account). Following is the information necessary to transfer securities to our account:

 

UBS DTC# 0221
Account Title: Temple Emanuel of Beverly Hills
Account Number: Y616791

Broker

UBS Financial Services Inc.
2000 Avenue of the Stars
Los Angeles, CA 90067

UBS Contact: Christine Reichl Bolger (310 734-3869)
christine.reichl@ubs.com

Making this transfer is simple

Download the instructions sheet (one-page PDF). This page includes important information to help you make your gift quickly and efficiently.

To learn more about how you can support Temple Emanuel’s funds and/or programs, or for additional information, email Matt Davidson at Matt@tebh.org or call him at 310.409.4646.