Gifting securities is a charitable gift of stocks, bonds, or mutual funds. 

Donating securities offers the potential to receive tax deductions and other financial benefits – please consult your advisor to understand that impact for you.

A gift of stock might be right for you if:

• You hold appreciated stocks: When you donate appreciated stocks, you avoid the capital gains tax on any paper profit.
• You want to maximize your deduction without affecting liquidity: Retain your cash assets and receive a charitable tax deduction for the full fair market value of the stock you’ve owned for more than one year.

Your generous gift of appreciated stock helps us continue our mission of fostering inspired Jewish connections. We deeply appreciate the support from donors like you.

Please note: When making a gift of securities to Temple Emanuel of Beverly Hills, it is essential that the donor and/or broker notify our accounting team to facilitate the gift process.

Please fill out this form and contact Cynthia Gearhart Williams at [email protected] for account information.

More Ways To Make A Difference

To learn more about how you can support Temple Emanuel’s funds and/or programs, or for additional information, email Sara Hiner at [email protected] or call her at 310-409-2951.