Important Giving FAQs

Why Give Now? Tax Incentives

A gift to Congregation Emanu-El may entitle you to a charitable contribution deduction against your income tax if you itemize deductions. A contribution made by cash or check is deductible in the year in which it is paid. A credit card contribution is deductible in the year it is charged, even if payment is made in a later year.

Another Way to Donate: Transfers of Stock

There are tax advantages to making a gift to Congregation Emanu-El through a transfer of stock. You’ll enjoy an immediate tax deduction for the value of the stock transfer, and avoid paying capital gains. You may also reduce your taxable estate by donating stock. if you have any questions about transferring Stock, please contact the Development Office at (415) 750-7554 or by email at tbrown@emanuelsf.org.

To facilitate a stock transfer, please use the following information:

Brokerage Firm: First Republic Securities Co, LLC

• Account Name: Congregation Emanu-El
• For Further Credit to Accounting Number: 33L064574
• Clearing Firm: Pershing LLC
• Pershing LLC DRC#:0443

Broker Contact Information:

• Phone: (415) 262-4118
• Sam Schoner
• Hilary Yu
• Mary Jane Reyes

It helps us greatly to know of your donation in advance, including the stock name (if known), approximate amount, and how your would like it directed at the Temple.

How Can You Maximize Your Contribution? Corporate Gift Matching

Does your employer match employee charitable contributions? Many Bay Area companies will match charitable donations dollar-for-dollar. Contact your company’s matching gifts coordinator to determine whether your donation to Congregation Emanu-El is eligible to be matched.

For more information, or to consult with staff to create a personal giving program, please contact our Development Office at (415) 751-2535 or by email at development@emanuelsf.org.