03/29/2017

Act Now: Gifts of Appreciated Securities!

Tags: Legacy, Philanthropy, Federation

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Act Now: The time is right for gifts of appreciated securities!

Our community has a long history of generosity and philanthropy. Considering that the market is at an all-time high, you may make meaningful gifts AND take advantage of timely income tax savings opportunities.

APPRECIATED SECURITIES

Contribute appreciated marketable securities that you have owned more than one year to the Federation. Given the historically high level of the stock market, these contributions may be particularly advantageous right now.

DONOR ADVISED FUNDS

Create a Donor Advised Fund or add to an existing fund at the Federation with appreciated securities or cash. Take full advantage of tax deductibility in 2017, while retaining the privilege of recommending charitable distributions later this year or even in future years.

For Further Information

Please contact Carol F. Wolf at 216-593-2805 OR toll free at 888-467-1125, or email or cwolf@jcfcleve.org. All inquiries are confidential.


This material is presented for informative purposes only and should not be construed as legal, tax, or financial advice. When considering gift planning strategies and year-end gift opportunities, you should always consult with your own legal, tax, or financial advisors.

The Jewish Federation of Cleveland (license # CH22328) is registered to solicit charitable donations within Florida and provides disclosure as required by Chapter 496 of the Florida Solicitation of Contributions Act as follows:

“A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE (800-435-7352) WITHIN THE STATE OR BY VISITING WWW.800HELPFLA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMENDATION BY THE STATE.”


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