Gifts of Stocks and Securities
All donations of stocks and securities are exempt from capital gains tax. A donation of publicly traded securities is one of the easiest ways to make an impact and support the ongoing care of residents at Hillel Lodge.
Simply follow these steps:
- Download and complete the transfer of shares form
- Notify us of your gift by contacting Mitch Miller
- Contact your broker or investment advisor to request the transfer of stock and provide them with the transfer of shares form or the information on the form.
- Once we receive the transfer of shares we will notify you and confirm the amount of your charitable tax receipt.