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Stock/Securities Transfer

Stock/Securities Transfer

 

Donate appreciated stock, bonds or mutual funds to Kol Ami

Kol Ami now has a brokerage account set up to facilitate receiving donations of appreciated stock or other securities.  A donation of stock or other securities is a powerful and easy way to support and further Congregation Kol Ami (i.e., Jewish Association of North Tampa, Inc.) and receive a significant tax break from the IRS. If done correctly, you will not pay capital gains tax on the stock or other securities you donate and you will receive an immediate tax deduction for the fair market value on the date of transfer. As always, we recommend that you consult your tax or financial professional for advice before making charitable donations.

Please see below for important instructions before making a donation of stock or other securities.

STEP 1:

Please contact the Executive Director Execdirector@kolami.org
Or call the Front Office at 813-962-6338

We will need to provide you with Kol Ami's brokerage Information

*Kol Ami's brokerage is Fidelity Investments. 
*Fidelity Investments is a financial intermediary whose name might appear in any transactions.

STEP 2:

Because we do not receive any information that identifies you as the donor when transfer occurs, we ask that you complete the form below. We want to ensure that you receive a proper tax acknowledgement of your gift. If you are unable to complete the form, please email ExecDirector@kolami.org or call 813-962-6338, to provide the following information when the gift is made:

•Brokerage company
•Name and address of donor
•Name of stock/securities
•Number of shares/bonds
•Anticipated date of transfer

Stock/Securities Transfer Form

 

Sat, June 19 2021 9 Tammuz 5781