Stock Gifts

You can make a gift of appreciated securities such as publicly traded stocks, bonds and mutual fund shares to the Forward Association, Inc., while avoiding capital gains tax. Once you transfer the appreciated securities to the Forward, they will be sold and the proceeds will be used to continue our mission of informing and inspiring American Jews. You will receive credit and an immediate income tax deduction for the fair market value (the median between the high and low prices on the day of the transfer).  You will also avoid capital gains tax. However, to receive the full benefit, you must have held onto the securities for at least a year before it was sold.

Making a gift of stock to the Forward is easy. Just follow this two-step process