Donate Securities

Donating securities is an easy process. Just complete the Anshai Emeth transfer form available here or from the office and share it with your financial adviser to complete your gift request. If you have any questions on the form we are happy to help you.

There is another contribution option for those age 70 1⁄2 or older – a charitable contribution from your IRA. The Qualified Charitable Distribution was made a permanent provision in 2015 in the Protecting Americans from Tax Hikes Act, and makes this a highly beneficial option. Such a donation reduces gross income, is not subject to income taxes, counts toward the required minimum distribution, and is not included in the charitable deduction limitation. If this is of interest, please consult your financial adviser about taking the next step.

Charitable-Gift-Delivery-Instructions