Donate Stock

Gift appreciated shares directly to SEVA. Donations are tax-deductible under section 501(c)(3), Tax # 84-2752109.

How to transfer

Ask your brokerage to transfer shares (DTC transfer) to the account below.
Take a screenshot of the transfer confirmation.
Upload it here with the ticker, number of shares, transfer date and estimated value.
The temple verifies the transfer and emails your receipt.

No capital gains tax. Give appreciated shares you've held over a year and you never pay tax on the gain — federal (up to 23.8%) or California.
Deduct the full market value. If you itemize, you can generally deduct the shares' fair market value on the transfer date, not what you paid.
Your gift goes further. As a 501(c)(3), the temple pays no tax when it sells the shares, so 100% of the value supports the temple.
Larger gifts carry forward. Deductions for appreciated stock are generally capped at 30% of your AGI; any excess carries forward up to 5 years.
Rebalance tax-free. Trim a position that's grown, then rebuy with cash to reset your cost basis higher.
Held under a year, or at a loss? Short-term shares are deductible only at cost. For losing shares, sell them first, claim the loss, and donate the cash.

This is general information, not tax advice — please consult your tax advisor. SEVA Tax ID: 84-2752109.

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