Making a Gift of Stock

Temple Israel is grateful to receive contributions made via stock transfers.

There may be tax advantages to making a gift to Temple Israel in this way. Donors typically receive a tax deduction for the value of the stock transfer while avoiding capital gains taxes. Please consult your financial advisor for more information.

To facilitate a stock transfer, please complete the following steps:

• Ask the delivering broker to add your name(s)

• Tell them how you would like your gift applied (e.g., membership commitment, annual fund) in the note field of the transfer.

TRANSFERRING STOCK TO TEMPLE ISRAEL

Please transfer to:

Morgan Stanley
FBO Temple Israel of Minneapolis Gift Account #303-034224
DTC 0015
Contact: Raluca Stanescu (414-226-3024) or Joseph Gibson (414-226-3123)

Morgan Stanley
411 East Wisconsin Avenue
Suite 2200
Milwaukee, WI 53202