Gift Planning
Planned Giving
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Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

1843 Society

Named after the year B'nai B'rith was founded, the 1843 Society recognizes members and supporters who wish to ensure the future success of B'nai B'rith International by making a legacy gift to the organization.

Stock Transfer Notification Form

Thank you for completing this notification form to let B'nai B'rith International know of your intent to transfer a gift of stock.

You will be required to initiate the transfer with your broker and complete any necessary forms with your financial institution.

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Personal Information

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Gift Information

What would you like your gift to impact?

Greatest need

Gift Type:

Charity's Information

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Instructions for transfers by certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

Please note: This notification form is not a receipt for your charitable donation. We will send you an acknowledgement after we have received your gift. The value of a charitable gift of stock is determined by the average between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift. The date of the gift is the date the charitable organization receives the asset. Consult your broker for more information on the timing of the transfer.

Thank You

Thank you for your interest in supporting B'nai B'rith International.

One of our gift planning representatives will contact you to discuss your charitable plans.

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