Jewish Federation of Ulster County A community-building organization that enriches
Jewish life locally, nationally, in Israel, and
around the world by helping those in need and fostering Jewish values for the greater good.
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Make a gift of STOCK
to The Jewish Federation of Ulster County

  • Making a gift of stocks or mutual funds to us offers you the chance to support The Jewish Federation of Ulster County realizing important benefits for yourself.
  • Securities that have increased in value and been held for more than one year are one of the most popular assets to use when making a gift to charity.
  • Gifts of appreciated securities are generally more cost effective than gifts of cash. A gift of stock with a long-term gain entitles you, the donor, to a charitable deduction for the full current market value and is exempt from any capital gains tax.

How It Works

  • You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your brokerage account to our account.
    • If you send a stock certificate that is in your name, please include a letter indicating the purpose of the gift. Under separate cover, provide a signed stock power form for each security you contribute.
  • You will receive a federal income-tax deduction for the full market value of the securities.
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock.
  • The Jewish Federation sells the securities and applies the proceeds to help a cause that you care about.

For assistance, please contact us at: 845-338-8131

One Albany Avenue • Suite G-10 • Kingston, NY • 12401 • 845-338-8131 •