Donation of Stocks or Appreciated Securities
A gift of a stock or appreciated securities is a wonderful way to support the Temple and, as you may be aware, may afford you certain investment and tax advantages as well.
This form includes delivery instructions to give to your broker and a notification from to return to the Temple so that we may anticipate receiving the stock, sell it, and then credit the value of the gift to your proper account.
A receipt for tax purposes will be sent to you within 30 days.
Please note that a gift of Mutual Funds is handled on a case by case basis depending on the brokerage house and type of mutual fund. Please contact me to discuss how to process this transaction in the easiest manner.
For your convenience, you can fax this Notification of Stock Donation Form to us at (510) 465-0603 or you can mail this form back to our office at: Temple Sinai, 2808 Summit Street, Oakland, CA 94609.
If you have any questions, please do not hesitate to contact me by emai
l or by calling (510) 451-3263 x 334. Once again, thank your for your generous support of Temple Sinai.