Make a gift of your securities to help empower women, children, and families through NA’AMAT USA.
To donate mutual funds, bonds, and stock securities, please contact the NA’AMAT representative for your state of residence. We want to ensure every effort is made to provide you with accurate information and to acknowledge your contribution appropriately.
Find your regional office here ->
Donating appreciated securities, including stocks, bonds, or mutual funds, is an easy and tax-effective way for you to make a meaningful impact while supporting NA’AMAT USA’s mission.
Benefits of gifts of stocks, bonds, and mutual funds:
· Avoid paying capital gains tax on the sale of appreciated stock.
· Receive a charitable income tax deduction.
· Support NA’AMAT USA’s vital programs that empower women and strengthen families.
How to make a gift of stocks and bonds:
By electronic transfer: You can transfer stocks or bonds from your brokerage or investment account to NA’AMAT USA. Contact us for the appropriate transfer details and guidance.
By certified mail: If you hold securities in certificate form, you need to mail two envelopes separately on the same day to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
How to make a gift of mutual funds:
Contact your account representative at your mutual fund company to ask about the process of making a gift of mutual fund shares. Our team is here to assist you with any additional details you may need.
More on gifts of stocks, bonds, and mutual funds:
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
Thank you for considering this impactful way to support NA’AMAT USA and help us continue our critical work.
Planned Giving, Wills, and Gift Annuities
Secure Your Legacy and Empower Women and Families Through NA’AMAT USA
Provide hope for the future with the gift of a planned donation. Secure your legacy while making a profound difference in the lives of women, children, and families. Through wills, annuities, trusts, and other charitable giving options, you can help sustain NA’AMAT USA’s life-changing mission for generations to come.
Some people’s legacies are written on monuments—yours can be written on lives.
NA’AMAT USA offers a variety of financial planning options to help you plan your estate while advancing the empowerment of vulnerable communities. Our planned giving advisors are experienced professionals who care deeply about your goals and values. They work closely with your attorney or accountant to provide personalized, confidential guidance on the gift opportunities that best suit your needs.
Ways to Support NA’AMAT USA through Planned Giving:
Planned gifts benefit NA’AMAT USA at a later time—after your passing or the death of your last named beneficiary. These gifts can provide additional income for you and your heirs, reduce taxes, simplify financial management, and help you achieve personal, humanitarian, and charitable objectives. Planned gifts can include cash, real estate, stocks, bonds, personal property, or life insurance.
One of the simplest ways to make a planned gift is through a bequest in your will. You can designate a specific dollar amount or a percentage of your estate to NA’AMAT USA. This approach supports our mission while setting an example for your heirs of the values and ideals you hold dear. Additionally, a bequest may reduce the taxable amount of your estate, potentially increasing the inheritance available to your loved ones.
A charitable trust allows you to transfer ownership and management of cash or appreciated securities to NA’AMAT USA. We manage the trust and pay you income for the remainder of your life and/or the life of another beneficiary. You can choose an annuity trust, which provides fixed annual income, or a unitrust, which offers variable returns that can serve as a hedge against inflation.
Gifts of life insurance can provide a significant contribution to NA’AMAT USA. The value of the policy at the time of the gift is tax-deductible, and any continued premium payments can also be deducted as charitable contributions. If you donate a paid-up policy, the value of the charitable deduction is equivalent to the cost of purchasing a new policy at your current age.
Get Started Today
Contact NA’AMAT USA – development@nullnaamat.org – to learn more about planned giving, while supporting our mission to empower women, children, and families. Together, we can build a lasting legacy of equality and opportunity.
We improve people’s lives every day: a robust endowment promises that we can meet the needs of Israelis for generations to come, l’dor v’dor.
— Susan Miller, NA’AMAT USA VP of Fundraising
Before making a planned gift to NA’AMAT USA, we encourage you to consult with your professional financial advisor or attorney to ensure your philanthropic goals align with your overall financial and estate planning objectives.
Disclaimer: Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.
COPYRIGHT © 2024 NA’AMAT USA
THEY HAD LESS THAN ONE MINUTE TO FIND SAFETY.
YOU CAN HELP IN LESS THAN FIVE.
Staff and children huddle together in a safe room at a NA’AMAT daycare center. The daily air-raid sirens and ever-present threat of rocket attacks feed anxiety and insecurity that is profoundly disturbing for the children. Can you spare five minutes to help?
THEY HAD LESS THAN ONE MINUTE TO FIND SAFETY.
YOU CAN HELP IN LESS THAN FIVE.
Staff and children huddle together in a safe room at a NA’AMAT daycare center. The daily air-raid sirens and ever-present threat of rocket attacks feed anxiety and insecurity that is profoundly disturbing for the children. Can you spare five minutes to help?
