Planned Giving

Use Stocks or Securities to Achieve Your Charitable Goals Now

One of the most effective ways you can support the work of American Friends of Bar-Ilan University is by donating stock or securities. You can achieve your charitable goals now through this method of giving by following the steps below.

  1. Call us at 888-752-6649. We will need the following information:
      1. The name of the stock or security
      2. The number of shares
      3. Your name, address, and telephone number
  2. Contact your stockbroker and tell them you are making a stock gift to the American Friends of Bar-Ilan University. Your stockbroker will need to know:
    • Our broker's name and address, which is:

      Smith Barney
      One Fawcett Place, 2nd floor
      Greenwich, CT 06830
      Telephone: 203-661-4280

When transferring securities by wire at the end of the year, please make the transfer by December 15th to make sure you can take a charitable deduction in that year.

Your stockbroker should call 888-752-6649 to get the necessary AFBIU account information to make a stock gift.

Notice: Consult your legal and tax advisors before making any material decisions based on this information.

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