At the Jewish Federation, your stock is always appreciated.
Investing in the Jewish community provides solid returns in any market…

As a generous donor to the Jewish Federation of Greater Portland, we want to ensure that you are aware of the tax advantages of contributing stock. Donating long-term appreciated securities (owned more than a year) may provide greater benefits to you and the Jewish Federation of Greater Portland.

• You may save on taxes in two ways: Income tax and Capital Gains tax.
• You may save current income for day-to-day needs because a gift of stock does not come out of your cash flow.
• You may lower the "cost" of your gift.

JEWISH FEDERATION OF GREATER PORTLAND BROKERAGE ACCOUNT
Morgan Stanley - Fred Blank, Broker : 503-243-6935 
Account # 766-129512-0-103     DTC # 0015

How to Donate Stock:
There are two ways to donate securities to JFGP: transfer of securities from donor brokerage account to any one of several JFGP brokerage accounts or delivery of stock certificates to the JFGP.

Step #1 - Contact your broker to make arrangements to transfer securities to the JFGP brokerage account listed above.

Step #2 - Contact Julie Alferez at the JFGP office at 503-245-0802 on the date you contact your broker and advise the name and the number of shares of stock to be transferred.

Upon receipt the Federation will confirm the transfer, and send you an appropriate receipt for income tax purposes.

Many donors hold stocks that have appreciated significantly in value. For example, if a donor has securities worth $5,000 which were bought years ago at $1,000, and the donor desired to sell these securities, he/she would be faced with anywhere from $ 600 to $1,400 Federal Capital Gains tax depending on the how long the securities were held and the year in which they would be sold in addition to applicable state taxes. (The rate and required holding periods have been changed under the latest tax law revision.)

If, while holding these securities, the donor decided to make a $5,000 contribution to the Federation and he/she chose to use the funds from the stock sale, he/she, would have only $3,600 to $4,400 available from the appreciated stock sale to donate. If, however, the donor chose to donate the securities instead of cash, the full $5,000 stock value would be available for donation. Upon receipt of the certificate or notification of the transfer of securities into a JFGP brokerage account, JFGP will provide the donor with an appropriate receipt for tax purposes. The value assigned will be the average of the high and low trading price for the security on the date of transfer.

If you have any questions about donating appreciated securities, please contact Lauren Burnett at 503-245-0802.