Planned Giving

Come Change Lives with Us

Our supporters are people with passion – for serving others and strengthening our community. We are committed to helping you bring that passion to life. By including Jewish Family Service of San Diego in your legacy plans, you will enable us to broaden and deepen our commitment to meeting people where they are and providing services that uplift and empower.

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Gifts of Stocks and Bonds

Stock transfer notification form

If you plan to transfer a gift of stock to our organization, please fill out our notification form.

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Jewish Family Service of San Diego.

Gift of Stock and Bonds
Stocks/Bonds
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Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Join JFS in our commitment to delivering services that uplift and empower

How to make a gift of stocks and bonds

By electronic transfer - Please contact us or follow this link for instructions on how you can transfer stock or bonds from your brokerage or investment account to Jewish Family Service of San Diego.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

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If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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