Stocks, Property and Assets


Gifts of Stock
How does it work?
– Instruct your broker to make an electronic transfer of the shares of stock you plan to donate.
– Stock certificates must be delivered along with a Letter of Intent to The Associated.

What are the benefits?
– Avoid paying capital gains tax on the sale of appreciated stock.
– Receive a charitable income tax deduction.

Gifts of Real Estate
How does it work?
– Contact The Associated to discuss our policies and determine whether the gift can be accepted.
– Sign a deed transferring ownership of part or all of your property (such as a home, land or commercial property) to The Associated.
– An independent appraisal determines the value of your gift.

What are the benefits?
– Avoid paying capital gains tax on the sale of the real estate.
– Receive a charitable income tax deduction based on the value of the gift.
– Create a legacy gift with The Associated.

If you have the stock certificates in your possession, you can deliver the stock certificate(s) along with a completed Stock Power and a Letter of Intent to The Associated. The Letter of Intent should state your intention to make a gift of the specific shares being tendered. For example, your Letter of Intent might read: “I hereby am delivering to and making a gift of (XX) shares of XYZ Corporation to The Associated: Jewish Community Federation of Baltimore, Inc. as a charitable gift.”

Please send shares electronically to:

Muriel Siebert
National Financial Svcs. LLC
Account Name: Assoc. Jewish Community Federation of Baltimore
Account #: CXT-521531
DTC #: 0226

Call The Associated with stock transfer details.

Before making your gift of securities to The Associated, please contact Peggie Kuehlman: pkuehlman@associated.org, 410-369-9218 or Linda Gendin: lgendin@associated.org, 410-369-9247. Let them know the date, stock name and the number of shares. Providing notice prior to donating stock to The Associated makes it possible to credit and acknowledge your gift in a timely fashion.

Beginning November 15, 2015, Muriel Siebert will charge a $14.95 commission on each trade that is handled through this account.

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