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A gift of appreciated stock or securities will go a long way to help the Chabad of Westwood - Holmby, as well as provide you with a significant income tax deduction for the full market value of the stock. The following instructions will help you facilitate a gift of stock or securities. (Note: To receive the full tax benefit, stocks must be transferred to Chabad of Westwood - Holmby before they are sold).
Notification of Donor Intent For the purposes of proper acknowledgment and auditing, either the transferring broker or you must provide the following information:
- Your name and complete address
- The number of shares and name of stock or securities transferred