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Instructions for Stock Transfers

Make a transfer to the following broker and account:

Broker: Charles Schwab

Account Name: The Jewish Community Foundation

Account Number: 7200-4818

DTC: 0164 Code 40

Please notify Andy Wasserman, CFO of the following:

  • the stock ticker symbol
  • the number of shares contributed
  • how the proceeds should be applied

    Fax: 510-839-3996 or Email: andyatjfeddotorg

Communicating transfers with us is the best way of ensuring timely sales of donated securities. This will in turn help us ensure that the proceeds of the sale come close to matching the anticipated charitable contribution.

Call Andy Wasserman at 510-318-6421 if you have any questions.

 

 

 

The Jewish Community Foundation
300 Grand Ave., Oakland CA 94610
(510) 433-0134 phone, (510) 839-3996 fax
 
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