Your gift of appreciated stock to Camp Ramah in Wisconsin provides several financial advantages:
- Avoiding federal and state tax on capital gains
- Receiving an income-tax deduction for the full market value of your gift if you itemize deductions on your tax return and have held the assets for at least one year
- Making a larger gift at a lower original cost to you
Please consult your financial planner or tax advisor to determine how these tax advantages might apply to your specific situation.
Step 1: Instruct your broker to make an electronic transfer to:
Fidelity Brokerage Services LLC
Step 2: We want to say thank you! Inform Camp Ramah in Wisconsin of your gift, as privacy laws discourage brokerage firms from releasing their client names.
Camp Ramah in Wisconsin is a 501(c)(3) non-profit organization. Your gift is tax deductible to the full extent provided by law.
For more information, contact:
Linda Hoffenberg, Director of Institutional Advancement, LHoffenberg@ramahwisconsin.com or 312-690-8325
Sam Caplan, Chief Development Officer, email@example.com or 312-690-8332