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Gifts of Stocks and Securities

 

A gift of appreciated securities is a popular alternative to a cash gift because it actually saves taxes twice. You receive an income tax deduction for the full fair market value of your securities (if you’ve held them for more than one year) plus you also save the capital gain tax on the appreciation.

 

 

Marketable Securities

If your stock is in a broker account, please instruct your broker to transfer the stock to Jewish Federation of NENY electronically as follows:

 

Broker name: Neuberger Berman

 

DTC #: 0226/NFS

 

F/B/O: UJF Endowment Account of Northeastern NY

 

Account #: NBJ-038203

 

When shares are received at Neuberger Berman, we do not know who the donor is, so please notify Jewish Federation of NENY before making your gift of securities by filling out the form on this page or by calling Sue Litynski at (518) 783-7800 ext. 233 or email slitynski@jewishfedny.org.