Making a gift of stocks, bonds or mutual funds to Hillel of San Diego is easy and has special tax benefits. When contributing appreciated securities held for more than one year:
- Hillel receives a gift equal to the market value of the securities.
- You can take a charitable tax deduction equal to the market value of the securities.
- You can avoid paying any capital gains tax.
- You remove the value of the securities from your taxable estate.
If you would like more information please contact us.