Add to My Fund

There are many ways one can add to their endowment fund.  A donation of cash through a credit card, cheque, bonds, etc., can easily be made.  To make a donation of stock, please see directions below.  For assistance, please contact the Jewish Foundation at 416.631.5703 or e-mail us at jewishfoundation@ujafed.org.

Donating publicly traded stock and securities is a tax-smart way to support the United Jewish Appeal of Greater Toronto Annual Campaign and the United Jewish Welfare Fund of Toronto (Jewish Foundation of Greater Toronto.) You will receive a tax receipt for the full appreciated value of a donation of publicly traded stock or securities, and as of May 2, 2006, you are no longer subject to any capital gains tax.
 
To have your shares electronically transferred from your brokerage account, simply click here to login to our secure website account manager.


1.  Log-in to website by clicking here .
 
2.  Complete the online form.  You will then receive via e-mail a Letter of Authorization Form. 
 
3.  Print, sign & submit the Letter of Authorization Form to your financial advisor.
 
 
The UJA/UJWF Donor Services Department can help guide you through the process and provide any necessary information. Please contact Geoffrey Vieira at 416.631.5692 if you require any assistance. Your receipt will be valued based on the closing price on the day when the shares are legally transferred to UJA/UJWF's account at one of our brokerage firms.

Benefits of making gifts of stock and securities:
  • Capital gains on publicly listed stocks and securities are tax exempt on gifts made as of May 2, 2006, when you donate your shares to UJA/UJWF rather than selling and donating the proceeds (see example below)
     
  • Your receipt will be valued based on the closing price on the day when the shares are legally transferred to our account.
     
  • Claim charitable donations up to 75 per cent of your net income. A five year carry forward on any unused donation amount is permitted