Giving Appreciated Securities

For more than half a century, AIPAC has worked to help make Israel more secure by ensuring that American support for Israel is strong. It is only through your generosity, and the generosity of members like you, that AIPAC can remain effective. We sincerely thank you for your support.

In order to provide you with as much flexibility as possible, we offer the ability to pay your yearly pledge with appreciated securities. You can also make and pay a new AIPAC pledge and receive potential tax benefits by doing so. These gifts of stock may allow you to gain certain tax advantages and maximize your support of AIPAC's important work.

If you have securities that have appreciated, you may gain tax savings from giving those securities when compared to giving an equivalent amount of cash. A gift of stock lets you bypass the capital gains tax that could be due if you sold the asset.

 

Example:

 

Jeremy wants to give $50,000 to AIPAC. After comparing the two options, he learns that he will have tax savings of $6,000 with a gift of stock.

With Cash 

    Cost = $50,000

With Appreciated Securities 

    Original cost of securities = $10,000 & purchased years ago. 

    Value of securities = $50,000 
    Avoidance of capital gains tax = 15% capital gains rate * $40,000 gain = $6,000 tax savings 
    After-tax-savings cost = $44,000

 

How do I give the gift of stock?

 

Please fill out the AIPAC Stock Transfer Form to make a gift of appreciated securities. Fax it to your broker and to:

Rita Boston
Fax: 202.347.4918
Tel: 202.639.5256
Email: rboston@aipac.org

If you would prefer to perform the transfer by phone, please contact Rita Boston at AIPAC (see above) with the following details: 

    Your name 
    Name of stock 
    Number of shares

Then call your broker and provide them with the stock and number of shares you would like to contribute, as well as AIPAC's account information below:

Electronic Stock Contribution Information (for your broker):

Account Name: American Israel Pblc Affrs Cmt Gift
Firm: JP Morgan
DTC #: 902
Credit: P72500
FFC: PBD# W54047001

Please note: Until we are notified by you or your broker that you have used stock to pay your pledge, AIPAC will be unable to appropriately credit your membership account.

 

Important Notes:

 

As soon as the stock is received into AIPAC's account, the securities will be sold. The process from the time you speak with your broker until the stock is disposed of may take several days. Please note that the value of the stock when it is sold can fluctuate and your account will be credited the appropriate sale price less transaction fees. A thank you letter will be mailed to you indicating the net proceeds amount applied toward your AIPAC gift.

Information contained on this form is not intended to represent legal or tax advice or to substitute for such advice. Individuals are urged to consult their advisors on all legal and tax matters.

The American Israel Public Affairs Committee is the only American organization whose principal mission is to lobby the U.S. government about legislation that strengthens the relationship between the United States and Israel. AIPAC is registered as a domestic lobby and supported financially by private donations. The organization receives no financial assistance from Israel, from any national organization or any foreign group. AIPAC is not a political action committee. It does not rate, endorse or contribute to candidates.

Because it is a registered lobbying group, contributions to AIPAC are not tax deductible.