You can donate shares of stock directly to a nonprofit of your choice or liquidate the stock into a Donor Advised Fund (DAF) and issue grants to nonprofits from that account.

In addition to receiving a charitable deduction for the full, fair market value of such a gift, you do not pay any potential tax on the capital gains or any sales commission that would be payable upon the sale of the assets.

Many supporters choose to take advantage of this tax-smart way to support the causes they care about most.

Make a Gift of Stock to JED

Step 1

Seek advice from your financial or legal adviser to determine if a gift of stock is right for you and understand the relevant guidelines for tax benefits.

Step 2

Once you are ready, contact our team at development@jedfoundation.org or 212-647-7544 for information on how to transfer securities or funds electronically. 

Please provide the following information:

• Your name, email, phone number, and full mailing address
• Name a number of securities to be transferred (issuer, type, and security symbol)
• Date and intended dollar amount of transfer

We will send you detailed instructions on where the funds should be sent. 

Or try our stock-giving tool! JED has partnered with FreeWill to make it easy for you.

Make a gift of stock

Step 3

Once JED receives the gift of stock through your financial institution, you will receive a confirmation acknowledgment.

Already initiated a gift of stock?

Please let our team know. It is possible that your financial institution will not share your information with us, and we want to make sure to thank you and ensure that your gift is used as intended.

Contact our team at development@jedfoundation.org or 212-647-7544.

Please note: This information is not tax or legal advice. Please consult with your legal and financial advisers to learn how a gift of stock would work in your circumstances.