Donate » Appreciated Stocks, Bonds and Other Assets
Appreciated Stocks, Bonds and Other Assets Appreciated Stocks, Bonds and Other Assets

Giving gifts of appreciated stocks and/or assets offers two distinct advantages:
1. You can deduct the current fair market value of the asset.
2. You avoid paying the capital gains tax on the appreciated value of the asset.
This applies to bonds, stocks, and mutual funds you have owned for at least a year and a day and that have increased in value.

The following is an example of how one of our donors benefited from making a gift to JSSA of appreciated assets:

Several years ago, Morris purchased $550 in Apple Computers stock. After owning these stocks for five years, his shares increased in value to $1,500. When Morris donated this stock to JSSA, he saved approximately $600 in federal taxes and avoided the $190 in capital gains tax he would have had to pay if he had sold the security rather than donating it.

JSSA makes it easy and convenient for donors to make a gift of stock to the Agency. Through a special arrangement with SunTrust Bank, donors can use one of these simple procedures:

Deliver non-negotiable securities to;
DTC Clearing 226:
National Financial Services, LLC
200 Liberty Street, Fifth Floor
New York, NY 10281
For Credit to: Jewish Social Service Agency/DFL 183105 - in the name of: donor name


Electronic Transfer:

Donors can have stocks electronically transferred from their individual brokerage accounts to the Agency's account at SunTrust.

Please call, e-mail or write to Carol Parker-Perez, JSSA's Chief Financial Officer, if you have any questions, or to let us know which stocks you are transferring so that JSSA can appropriately acknowledge your contribution. Ms. Parker Perez can be reached by telephone at 301-610-8391 or by email or by mail: Jewish Social Service Agency, 200 Wood Hill Road, Rockville, MD 20850.

If you do not notify JSSA of this transfer, we will be unable to acknowledge your gift.

We encourage you to contact your attorney, accountant or financial advisor to discuss the specifics of your particular situation.


Israel Bonds

A gift to JSSA of Israel Bonds helps both Israel and JSSA and provides you with a charitable deduction. Please call, e-mail or write to Carol Parker-Perez, JSSA's Chief Financial Officer, if you plan to make a gift of Israel Bonds. Ms. Parker-Perez can be reached by telephone at 301-610-8391, or by email or by mail: Jewish Social Service Agency, 200 Wood Hill Road, Rockville, MD 20850.

For more information about JSSA giving opportunities, please call 301-610-8344 or send us an email inquiry.

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