Share Your Stock for a Brighter Tomorrow.
By choosing to share your valuable shares of stock with Vision for Israel, you're not just investing in the here and now; you're securing a part of your legacy in making lasting change. With your shares of appreciated publicly traded stock or securities—held for over a year—you're stepping into a circle of wise and impactful giving.
Here's why your stock gift stands out:
- Reap Immediate Rewards: Secure an instant income tax deduction at the full fair market value of your donated stock.
- Bypass the Capital Gains Tax: Donating your appreciated stock means you owe nothing on its gains, maximizing both your gift and your benefits.
- Amplify Your Impact: The greater the stock's appreciation, the more significant your tax savings, making your generous act go even further.
- Leverage Tax Advantages: Benefit from a charitable deduction of up to 30% of your adjusted gross income, optimizing your contributions and tax situation.
Initiating Your Stock Gift is Simple and Secure
When you decide to transfer stock to Vision for Israel, we prioritize your privacy and convenience. Although donors' names aren't automatically disclosed through stock transactions, your proactive communication with us ensures your generosity is acknowledged and celebrated. Contact us directly at 704-583-8445 or drop us an email at info@vfiusa.com. Let us know about your stock donation's impending transfer and if there's a special project you're passionate about supporting. We're here to ensure your gift is allocated according to your wishes, making a difference where it matters most to you.
Please provide the following information:
▪ Your name and contact Information
▪ Transfer confirmation
▪ Name of stock and symbol
▪ Number of shares
▪ Date of transfer
Gifts of Stocks or Securities should be transferred to:
Vision for Israel
Fidelity Investments
Tel: 800-544-6666
Fidelity’s DTC #: 0226
VFI’s Fidelity Account Number: Z73-412880
Stock Donations can be applied to the following Designated Projects:
- Aid to the poor in Israel
- Educational Advancement
- Medical & Disaster Relief
- Building & Development
Tax-Deductible
After we receive the gift of stock or mutual fund shares, VFI will liquidate the shares and send you a Gift-in-Kind receipt. This acknowledgment lists the name of the stock or mutual fund, the number of shares, the date the shares were received into our account, and that no goods or services were received by you in exchange for the gift.
The fair market value of your gift is the average price of the stock or mutual fund on the day it was received into our account multiplied by the number of shares donated.
For more information:
If you have any questions or wish to start the process for your stock gift, please email us at info@vfiusa.com, or call us at 1-704-583-8445.
Disclaimer:
This notice is designed to provide information and illustration of the subject matters covered. It is not intended, nor should it be used as legal, accounting, or other professional advice. Please consult with your legal and/or tax advisor for further tax or legal considerations.
Shares and stock donations can be given to VFI through the donor’s investment account to our investment account. Please see the info below:
Fidelity Investments
Account # Z73-412880
DTC # 0226 (not needed if coming from another Fidelity account)
Account Name: The Remnant of Israel
PO Box 7743
Charlotte, NC 28241
