Stock Donation - JewishWoodlands.com

Do you own Stock?

Donating appreciated stock or mutual-funds, is one of the easiest ways to give more, to charitable causes that you hold dear.

Why? Because donating such assets directly to a non-profit, is one of the most tax-smart ways to give.

Here are four reasons you should give a stock or mutual-fund donation to Chabad:
1. You can give more, without compromising your liquidity.
2. You can avoid capital-gains and other taxes, on the appreciation.
3. You can give your portfolio a health check, and reduce future capital-gains liability.
4. Donating stock or mutual-funds, is not complicated!

Chabad of The Woodlands has an account with Schwab. Please fill out the form below and we will share the account and transfer info, that your brokerage will need for the transfer.
Full Name*
First Name Last Name
E-mail*
Phone Number*
Please contact me:

I would like to hear more details, or have some questions.I would like to discuss donating other assets (annuity, insurance policy, car, real-estate etc.).
I would like to donate:

StockMutual FundsBonds
Name of brokerage or company where the asset is held:
The value of the asset has increased, and has been held for more than a year:

YesNo
The date I plan to donate the asset is:
Month/Date/Year
You will receive an email with the necessary information to provide to your brokerage; our Schwab account number, the DTC of Chabad of The Woodlands, and our EIN.
Should be Empty:

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