• Avoiding federal and state tax on capital gains
• Receiving an income-tax deduction for the full market value of your gift if you itemize deductions on your tax return and have held the assets for at least one year
• Making a larger gift at a lower original cost to you
We encourage you to consult with your financial planner or tax advisor to determine how these tax advantages might apply to your specific situation.
Account Number: 301 008 12 • RBC DTC-0235
If you have any questions, feel free to reach out to:
Shira Sarfati, Director of External Affairs, Avodah
firstname.lastname@example.org • 917-534-7483
Privacy laws discourage brokerage firms from providing client names in connection with stock gifts. Please let us know about your gift so that we can thank you! Please contact Shira Sarfati, Avodah’s Director of External Affairs, at email@example.com or 917-534-7483 with the following: The name and number of shares of the securities, your brokerage house/accounting firm, and your name, phone number and email address.