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Instructions for Stock Transfers

1. Kindly instruct your broker to make the transfer to the following broker and account:

Broker: Charles Schwab

Account Name: The Jewish Community Foundation

Account Number: 7200-4818

DTC: 0164 Code 40

(You may fill in and use a pre-formatted stock gift letter form.)

2. Next, send the letter of instruction that you sent to your broker to Stephen Lasser, Chief Operating Officer along with

  • the stock ticker symbol
  • the number of shares contributed
  • how you would like the proceeds applied

    Fax: 510-839-3996 or Email: stephenatjfeddotorg

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

Call Stephen Lasser at 510-433-0134, ext. 219 if you have any questions.

Thank you for your support of The Jewish Community Foundation.

 

More:

>> Printer-friendly version of these instructions

>> Preformatted stock gift letter template

 

 

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