Why Make a Gift of Stock?

Are you looking for stock transfer instructions? You’re in the right place! The instructions below are applicable for NIF supporters and for the Progressive Jewish Fund.

If you itemize your tax returns, gifts of securities entitle you to a federal income tax charitable deduction. In the case of appreciated securities, you may deduct the full fair market value of your gift once you have held onto the securities for at least one year. You are permitted to carry any unused deduction forward for up to five additional years. In addition, you will avoid paying capital gains tax on the stock you donated to the New Israel Fund.

According to IRS regulations, the date of your gift corresponds to the date it arrives in our possession (for transfers from brokerage account to brokerage account).

Following are the steps necessary to transfer stock to our account for general support, restricted giving and donor advised funds:

STEP ONE – Please instruct your broker to wire transfer your gift of securities to NIF’s account. Your broker will need the following information regarding NIF’s broker:

Citigroup Global Markets, Inc.
111 Wall Street, 3rd floor
New York, NY 10043
Attn: Diane Sher
Telephone: 202-298-2855

DTC Clearing# 0443
Beneficiary name: New Israel Fund
Account number: C14049552
New Israel Fund Federal Tax ID Number: 94-2607722
Clearing broker: Pershing LLC

STEP TWO – Please notify us of your Stock Gift:

Stock gifts that are wired to NIF cannot be processed without submitting the form below. If you have questions or the form is not visible, please email [email protected] or call 415-543-5055.

Donor Name:(Required)

Name of Institution Transferring Stocks:(Required)

(Please provide the name of financial institution / law firm / other.)

Contact Email:(Required)

Name of Securities:(Required)

Number of Shares:(Required)

Please enter a number greater than or equal to 1.

Gift Designation/Purpose:(Required)

(Is it for a donor advised fund, general support, DA gift, etc.?)

Name for Gift Acknowledgement:(Required)

Address for Gift Acknowledgement:(Required)

Street Address City State / Province / Region ZIP / Postal Code Country

Is this gift in honor or in memory of someone?(Required)

Yes - this gift is in honor of someone.

Yes - this gift is in memory of someone.

Who is this gift in honor of (and on what occasion if applicable)?(Required)

Who is this gift in memory of?(Required)

Would you like to inform someone of this gift?(Required)

Yes

Please provide the name of the person you'd like to notify regarding this gift:(Required)

Please provide the address of the person you'd like to notify regarding this gift:(Required)

Street Address City State / Province / Region ZIP / Postal Code Country

You may also optionally include a message for the notification recipient if you wish.(Required)

(If you do not wish to include a message, please write n/a.)

This field is for validation purposes and should be left unchanged.

Tax Considerations
The fair market value of your gift of securities is determined by calculating the average between the high and low stock quotation on the date that the gift is made, multiplied by the number of shares transferred.

New Israel Fund Federal Tax Identification Number:
94-2607722

Questions?
Please contact [email protected] or call 415-543-5055.

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