Making a gift of securities to the KEF is an easy way to contribute to our mission while enjoying some financial benefits, including:

  • The value of your gift at the time of transfer is tax-deductible to the extent allowed by law
  • You may donate mutual funds, appreciated stock or bonds
  • You may eliminate the need to pay capital gains
  1. Please contact your financial advisor to initiate the transfer.
  2. Notify us of your intent to make a donation of securities.
    1. Your name may not transfer with your securities. In order for KEF to thank you properly and in a timely manner, please contact Bradley Broder at to alert us in advance of the transfer.
  3. Download a copy of our securities transfer instructions here and return it to KEF.
  4. Transfer your securities electronically or by mail.
    1. KEF will forward you an acknowledgement in accordance with IRS standards for your donation.

Note: The information is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional.