A Smart Way to Give: Donate Appreciated Stock
Donating appreciated stock is one of the most tax-efficient ways to support OneFamily.
Here’s why it makes sense:
When you donate stock directly to OneFamily, you avoid paying capital gains tax on any appreciation—and you can still claim a deduction for the FULL fair market value of the stock. That means your gift could be worth up to 20% more than if you sold the stock and donated the cash.
For example, if you’ve held a stock for more than a year and it has increased in value, selling it would typically trigger a capital gains tax of up to 20%. But if you donate it directly to OneFamily, no tax is owed, and you’re helping Israeli victims of terror with every appreciated dollar.
Given the long-term growth of the stock market, many investors have stocks that have significantly appreciated in value. A direct stock transfer donation helps you maximize your impact and minimize your taxes.
OneFamily Fund is a 501(c)(3) nonprofit organization. EIN: 11-3585917
Questions? Contact the office, at USoffice@onefamilyfundus.org or call (646) 289-8600. I’m happy to help you make a meaningful and strategic gift.
Please Contact Us If You Have Additional Questions
If you have any questions about leaving a bequest to OneFamily, please contact Rebecca Remson, at (646) 289-8600, and she will be happy to assist you. If you have been so generous as to include a bequest to OneFamily as part of your estate plan, please take the time to let us know. In deep appreciation, we would like to recognize you and your family for your generosity.
See if your employer will match your donation!
All information provided by Double the Donation
