Donate Stocks By Donor Advised Fund (DAF) or Direct Method
Donate Stocks By Donor Advised Fund (DAF) or Direct Method
Did you know that you can support our New JSNT Center building project by donating Appreciated Stocks, ETFs, mutual funds, or grants through a Donor-Advised Fund (DAF) or thorugh Direct In-kind transfer method?
For many donors, donating appreciated securities can be significantly more tax-efficient than selling the investment and donating cash. Although long term and short term both securities are accepted, by giving securities held for more than one year, you can maximize your impact on the temple construction while optimizing your personal tax benefits.
The guide below explains two easy ways to support the temple building fund:
Donate stocks, ETFs, or mutual funds directly to the temple account.
Donate appreciated securities to your Donor-Advised Fund (DAF) and then recommend a grant to our temple building project.
How you can donate stocks? (4 Steps)
Step 1. Choose the pathway of support that best fits your family’s vision and capability:
Benefactors ($100,000+) — Anchor donors who lead the transformation and leave an enduring legacy.
Pillars ($25,000 – $99,000) — Foundational support that sustains the vision and shapes physical growth.
Founders Circle ($15,000 – $24,000) — Core family benchmark ($417/mo over 3 years) building our home.
Tree Sponsorship ($5,000) — Sponsor a grounds tree symbolizing life, growth, and community roots.
Land Sponsorship ($2,500+) — Directly support land acquisition and site preparation.
Brick Sponsorship ($2,500+) — Etch your family name into the physical foundation of the new building.
Custom Amount — Contribute any amount that aligns with your heart and means.
Step 2. Please fill up the form and add your donation details here: https://tinyurl.com/NewJSNT
Step 3. Please donate through Donor-Advised Fund (DAF) or through Direct In-kind transfer method.
(For detailed info on transferring the securities to JSNT, Please refer the attached document below.)
Please reach out to Treasurer for Stock & Securities Transfer Instructions and Donate through your stock broker platform.
Step 4. After making a stock donation, Please reach out to newjsntfinance@dfwjains.org so that we can record your donation.
To know how much benefit you can get from the stock donation, Please check donation planning tool. https://www.jainsocietyhouston.org/donation-tax-planning-tool
Please note: Tax benefits may vary. Please consult with your financial or tax advisor.
Questions? Please reach out to any Fundraising Team at newjsntfinance@dfwjains.org
Thank you for your generosity!
--JSNT Fundraising Team