Appreciated Securities/Stocks
Donating appreciated securities is a powerful way to support Chabad West Boca while potentially receiving significant tax benefits. If you own stocks or other investments that have increased in value, gifting them directly to Chabad may allow you to make a larger impact than selling the asset and donating the cash.
How donated Appreciated Securities/Stocks works:
- You transfer appreciated stock, mutual funds, or other securities directly to Chabad West Boca.
- Chabad receives the securities and may sell them to use the proceeds for its programs and services.
- Because the securities are donated directly, you may avoid paying capital gains tax on the appreciated amount.
- This method can be especially helpful when an investment has grown significantly over time.
Please contact our office before transferring securities, so we can provide the correct transfer details and properly identify your gift when it arrives.
Allow us to work with you, your family, and if desired your financial advisor, to develop the most personalized strategy for your goals. For more information contact us.
