Gifts of Appreciated Securities

How It Works

1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
2. You receive an income-tax deduction
3. HUC-JIR may keep or sell the securities

Benefits

• You may receive a federal income-tax deduction for the full fair-market value of the securities
• You avoid long-term capital-gain tax on any appreciation in the value of the stock
• Your gift will support HUC-JIR as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

Gifts of Stock

HUC-JIR welcomes gifts of stock following the instructions below. We use U.S. Bank as our brokerage firm.

Electronic Transfers

Instruct current custodian to deliver to:

The Depository Trust Company
Participant Account 2803
For credit to Hebrew Union College
#08-2915STA

Please instruct current custodian to notify Sue Massey at U.S. Bank prior to making the transfer at 215.761.9341 or sue.massey@usbank.com.

Physical Certificates

Mail certificates and stock powers to:

Hebrew Union College-Jewish Institute of Religion
Attn: National Business Office
3101 Clifton Avenue
Cincinnati, OH 45220

More Information